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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
316+ 3.31% |
$48.6K - $55.8K
|
9.86K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
303+ 11.14% |
$46.6K - $53.5K
|
3.02K
$492K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
301+ 13.75% |
$46.3K - $53.1K
|
2.49K
$405K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
300New |
$46.1K - $53K
|
300
$48.8K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300+ 33.19% |
$46.1K - $53K
|
1.2K
$196K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
299+ 14.13% |
$46K - $52.8K
|
2.42K
$393K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
292+ 3.41% |
$44.9K - $51.5K
|
8.86K
$1.44M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
285+ 16.88% |
$43.8K - $50.3K
|
1.97K
$321K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
280+ 1.9% |
$43.1K - $49.4K
|
15K
$2.44M
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
251+ 4.78% |
$38.6K - $44.3K
|
5.5K
$895K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
249+ 2.45% |
$38.3K - $44K
|
10.4K
$1.69M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
225+ 97.4% |
$34.6K - $39.7K
|
456
$74.2K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
221+ 12.48% |
$34K - $39K
|
1.99K
$324K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
217+ 10.05% |
$33.4K - $38.3K
|
2.38K
$387K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 17.45% |
$30.8K - $35.3K
|
1.35K
$219K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 8.22% |
$30.8K - $35.3K
|
2.63K
$428K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
198+ 3.91% |
$30.5K - $35K
|
5.26K
$855K
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
191+ 3.32% |
$29.4K - $33.7K
|
5.95K
$968K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
168+ 5.69% |
$25.8K - $29.7K
|
3.12K
$507K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
165+ 36.5% |
$25.4K - $29.1K
|
617
$100K
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
161+ 9.75% |
$24.8K - $28.4K
|
1.81K
$295K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
156+ 5.31% |
$24K - $27.5K
|
3.09K
$503K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
147+ 6.0% |
$22.6K - $25.9K
|
2.6K
$422K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
145+ 7.25% |
$22.3K - $25.6K
|
2.15K
$349K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
135+ 10.59% |
$20.8K - $23.8K
|
1.41K
$229K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
129+ 33.95% |
$19.8K - $22.8K
|
509
$82.8K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
126New |
$19.4K - $22.2K
|
126
$20.5K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
115New |
$17.7K - $20.3K
|
115
$18.7K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
105+ 0.56% |
$16.1K - $18.5K
|
18.7K
$3.04M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
104+ 3.98% |
$16K - $18.4K
|
2.72K
$442K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
100New |
$15.4K - $17.7K
|
100
$16.3K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
100+ 3.42% |
$15.4K - $17.7K
|
3.02K
$491K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
95+ 6.45% |
$14.6K - $16.8K
|
1.57K
$255K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
91+ 0.92% |
$14K - $16.1K
|
9.93K
$1.62M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
90+ 10.34% |
$13.8K - $15.9K
|
960
$156K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88New |
$13.5K - $15.5K
|
88
$14.3K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
82+ 3.52% |
$12.6K - $14.5K
|
2.41K
$392K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
80+ 3.6% |
$12.3K - $14.1K
|
2.3K
$374K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
72New |
$11.1K - $12.7K
|
72
$11.7K
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
66+ 0.45% |
$10.2K - $11.7K
|
14.7K
$2.4M
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
64+ 3.85% |
$9.84K - $11.3K
|
1.73K
$281K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
64+ 3.47% |
$9.84K - $11.3K
|
1.91K
$311K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
62+ 2.61% |
$9.54K - $10.9K
|
2.43K
$396K
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
54+ 0.78% |
$8.31K - $9.53K
|
7.02K
$1.14M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50New |
$7.69K - $8.83K
|
50
$8.13K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
47+ 0.41% |
$7.23K - $8.3K
|
11.4K
$1.86M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
43+ 2.86% |
$6.61K - $7.59K
|
1.55K
$252K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32+ 2.21% |
$4.92K - $5.65K
|
1.48K
$241K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$4.92K - $5.65K
|
32
$5.21K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31+ 1.12% |
$4.77K - $5.47K
|
2.79K
$454K
|