Optimum Investment Advisors Spdr S&P Aerospace & Defense E Transaction History

Optimum Investment Advisors

  • $222 Million
  • Q4 2024

A detailed history of Optimum Investment Advisors transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Optimum Investment Advisors holds 1,346 shares of XAR stock, worth $224,391. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,346
Previous 1,146 17.45%
Holding current value
$224,391
Previous $180,000 23.89%
% of portfolio
0.1%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$153.8 - $176.52 $30,760 - $35,304
200 Added 17.45%
1,346 $223,000
Q3 2024

Oct 16, 2024
SELL
$139.03 - $157.34 $1,390 - $1,573
-10 Reduced 0.87%
1,146 $180,000
Q2 2024

Jul 12, 2024
BUY
$132.1 - $144.92 $19,815 - $21,737
150 Added 14.91%
1,156 $161,000
Q4 2023

Jan 08, 2024
BUY
$109.6 - $136.33 $103,024 - $128,150
940 Added 1424.24%
1,006 $136,000
Q3 2023

Oct 13, 2023
BUY
$110.08 - $125.09 $2,862 - $3,252
26 Added 65.0%
66 $7,000
Q1 2023

May 03, 2023
BUY
$109.92 - $121.62 $879 - $972
8 Added 25.0%
40 $4,000
Q2 2022

Jul 12, 2022
SELL
$96.26 - $126.23 $481 - $631
-5 Reduced 13.51%
32 $3,000
Q1 2022

Apr 08, 2022
SELL
$107.27 - $126.95 $1,179 - $1,396
-11 Reduced 22.92%
37 $5,000
Q1 2021

Apr 15, 2021
SELL
$110.11 - $128.22 $7,817 - $9,103
-71 Reduced 59.66%
48 $6,000
Q4 2020

Jan 21, 2021
SELL
$84.3 - $116.2 $1,011 - $1,394
-12 Reduced 9.16%
119 $14,000
Q3 2020

Oct 06, 2020
SELL
$82.25 - $93.63 $23,194 - $26,403
-282 Reduced 68.28%
131 $11,000
Q2 2020

Jul 16, 2020
BUY
$71.14 - $101.05 $29,380 - $41,733
413 New
413 $36,000

Others Institutions Holding XAR

# of Institutions
407
Shares Held
7.35M
Call Options Held
24.9K
Put Options Held
4.8K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

XAR Quotes by TradingView
  • Ticker XAR
  • Sector ETFs
  • Industry ETFs
More about XAR
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