Latest Institutional Transactions on Spdr S&P Aerospace & Defense E (XAR)
This table provides information on the latest institutional transactions involving Spdr S&P Aerospace & Defense E (XAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-49- 0.94% |
$7.54K - $8.65K
|
5.17K
$925K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$3.08K - $3.53K
|
20
$3.58K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-49- 10.68% |
$7.54K - $8.65K
|
410
$73.4K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15+ 0.33% |
$2.31K - $2.65K
|
4.58K
$820K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
322+ 23.57% |
$49.5K - $56.8K
|
1.69K
$302K
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-900- 12.86% |
$138K - $159K
|
6.1K
$1.09M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-39- 1.34% |
$6K - $6.88K
|
2.88K
$515K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$4.92K - $5.65K
|
32
$5.73K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.75K- 39.71% |
$269K - $309K
|
2.66K
$475K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.94KNew |
$298K - $342K
|
1.94K
$347K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-51- 1.98% |
$7.84K - $9K
|
2.53K
$452K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
80+ 3.6% |
$12.3K - $14.1K
|
2.3K
$412K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.31KNew |
$201K - $231K
|
1.31K
$234K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.23KNew |
$189K - $217K
|
1.23K
$220K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
221+ 12.48% |
$34K - $39K
|
1.99K
$356K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 87.5% |
$1.08K - $1.24K
|
15
$2.68K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.99K- 99.92% |
$614K - $705K
|
3
$537
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-12.2K- 39.43% |
$1.87M - $2.15M
|
18.7K
$3.34M
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-320- 17.52% |
$49.2K - $56.5K
|
1.51K
$269K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.11KNew |
$324K - $372K
|
2.11K
$377K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 6.64% |
$195K - $224K
|
17.8K
$3.19M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-204- 11.04% |
$31.4K - $36K
|
1.64K
$294K
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
191+ 3.32% |
$29.4K - $33.7K
|
5.95K
$1.06M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
619+ 12.04% |
$95.2K - $109K
|
5.76K
$1.03M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
322+ 6.52% |
$49.5K - $56.8K
|
5.26K
$942K
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1+ 0.03% |
$154 - $177
|
2.87K
$513K
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-304- 0.79% |
$46.8K - $53.7K
|
38.2K
$6.84M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.01K+ 73.77% |
$462K - $531K
|
7.08K
$1.27M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 4.27% |
$30.8K - $35.3K
|
4.48K
$802K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
217+ 10.05% |
$33.4K - $38.3K
|
2.38K
$425K
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.61K+ 48.75% |
$248K - $285K
|
4.92K
$881K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
524+ 16.74% |
$80.6K - $92.5K
|
3.65K
$654K
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
5.47KNew |
$841K - $965K
|
5.47K
$978K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
9+ 0.02% |
$1.38K - $1.59K
|
36.4K
$6.51M
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
6.86K+ 3.82% |
$1.06M - $1.21M
|
186K
$33.3M
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
12.8K+ 20.76% |
$1.97M - $2.26M
|
74.4K
$13.3M
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2+ 0.14% |
$308 - $353
|
1.48K
$264K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-337- 61.61% |
$51.8K - $59.5K
|
210
$37.6K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.26KNew |
$808K - $928K
|
5.26K
$940K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-127- 7.18% |
$19.5K - $22.4K
|
1.64K
$294K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.1K+ 12.95% |
$169K - $194K
|
9.58K
$1.71M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
1.43KNew |
$220K - $253K
|
1.43K
$256K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-54- 3.74% |
$8.31K - $9.53K
|
1.39K
$249K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
82+ 3.52% |
$12.6K - $14.5K
|
2.41K
$431K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3.43K- 90.05% |
$527K - $605K
|
379
$67.8K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
47+ 0.41% |
$7.23K - $8.3K
|
11.4K
$2.05M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.04K- 6.04% |
$159K - $183K
|
16.1K
$2.88M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-49- 1.86% |
$7.54K - $8.65K
|
2.59K
$464K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
64+ 3.47% |
$9.84K - $11.3K
|
1.91K
$342K
|