Purchases and Sales Made in Q4 2024 in Spdr S&P Aerospace & Defense E (XAR)
This table provides information about the institutional ownership of Spdr S&P Aerospace & Defense E (XAR) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR S&P AEROSPACE & DEFENSE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
413+ 19.44% |
$63.5K - $72.9K
|
2.54K
$513K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
407New |
$62.6K - $71.8K
|
407
$82.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
400New |
$61.5K - $70.6K
|
400
$80.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
390New |
$60K - $68.8K
|
390
$78.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
337+ 1685.0% |
$51.8K - $59.5K
|
357
$72.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
322+ 23.57% |
$49.5K - $56.8K
|
1.69K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
322+ 6.52% |
$49.5K - $56.8K
|
5.26K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
316+ 3.31% |
$48.6K - $55.8K
|
9.86K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
303+ 11.14% |
$46.6K - $53.5K
|
3.02K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
301+ 13.75% |
$46.3K - $53.1K
|
2.49K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
300New |
$46.1K - $53K
|
300
$60.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300+ 33.19% |
$46.1K - $53K
|
1.2K
$243K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
300New |
$46.1K - $53K
|
300
$60.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
299+ 14.13% |
$46K - $52.8K
|
2.42K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
292+ 3.41% |
$44.9K - $51.5K
|
8.86K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
285+ 16.88% |
$43.8K - $50.3K
|
1.97K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
280+ 1.9% |
$43.1K - $49.4K
|
15K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
251+ 4.78% |
$38.6K - $44.3K
|
5.5K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
249+ 2.45% |
$38.3K - $44K
|
10.4K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
225+ 97.4% |
$34.6K - $39.7K
|
456
$92.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
221+ 12.48% |
$34K - $39K
|
1.99K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
217+ 10.05% |
$33.4K - $38.3K
|
2.38K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 8.22% |
$30.8K - $35.3K
|
2.63K
$532K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 17.45% |
$30.8K - $35.3K
|
1.35K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
198+ 3.91% |
$30.5K - $35K
|
5.26K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
191+ 3.32% |
$29.4K - $33.7K
|
5.95K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
168+ 5.69% |
$25.8K - $29.7K
|
3.12K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
165+ 36.5% |
$25.4K - $29.1K
|
617
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
161+ 9.75% |
$24.8K - $28.4K
|
1.81K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
156+ 5.31% |
$24K - $27.5K
|
3.09K
$625K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
150New |
$23.1K - $26.5K
|
150
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
147+ 6.0% |
$22.6K - $25.9K
|
2.6K
$525K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
145+ 7.25% |
$22.3K - $25.6K
|
2.15K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
135+ 10.59% |
$20.8K - $23.8K
|
1.41K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
129+ 33.95% |
$19.8K - $22.8K
|
509
$103K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
126New |
$19.4K - $22.2K
|
126
$25.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
115New |
$17.7K - $20.3K
|
115
$23.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
113New |
$17.4K - $19.9K
|
113
$22.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
105+ 0.56% |
$16.1K - $18.5K
|
18.7K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
104+ 3.98% |
$16K - $18.4K
|
2.72K
$549K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
100New |
$15.4K - $17.7K
|
100
$20.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
100+ 3.42% |
$15.4K - $17.7K
|
3.02K
$610K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
95+ 6.45% |
$14.6K - $16.8K
|
1.57K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
91+ 0.92% |
$14K - $16.1K
|
9.93K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
90+ 10.34% |
$13.8K - $15.9K
|
960
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88New |
$13.5K - $15.5K
|
88
$17.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
82+ 3.52% |
$12.6K - $14.5K
|
2.41K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
80+ 3.6% |
$12.3K - $14.1K
|
2.3K
$465K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
72New |
$11.1K - $12.7K
|
72
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
66+ 0.45% |
$10.2K - $11.7K
|
14.7K
$2.98M
|