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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-26.8K- 66.01% |
$2.97M - $3.29M
|
13.8K
$2.42M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-150- 4.69% |
$16.6K - $18.4K
|
3.05K
$535K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
106New |
$11.7K - $13K
|
106
$18.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
565New |
$62.6K - $69.3K
|
565
$99.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.42KNew |
$269K - $297K
|
2.42K
$425K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
165+ 100.0% |
$18.3K - $20.2K
|
330
$57.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.86KNew |
$206K - $228K
|
1.86K
$326K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
759New |
$84.1K - $93.1K
|
759
$133K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-252- 34.15% |
$27.9K - $30.9K
|
486
$85.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
47KNew |
$5.2M - $5.76M
|
47K
$8.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5- 6.67% |
$554 - $613
|
70
$12.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.72KNew |
$190K - $210K
|
1.72K
$301K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
91+ 5.11% |
$10.1K - $11.2K
|
1.87K
$328K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
58KNew |
$6.42M - $7.11M
|
58K
$10.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
43+ 86.0% |
$4.76K - $5.27K
|
93
$16.3K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
215New |
$23.6K - $26.1K
|
215
$37.7K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75New |
$8.24K - $9.12K
|
75
$13.2K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
102+ 4.41% |
$11.2K - $12.4K
|
2.42K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
145+ 14.62% |
$15.9K - $17.6K
|
1.14K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.65KNew |
$401K - $444K
|
3.65K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
126+ 5.51% |
$13.8K - $15.3K
|
2.41K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20New |
$2.2K - $2.43K
|
20
$3.51K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
132New |
$14.5K - $16.1K
|
132
$23.2K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.47KNew |
$272K - $301K
|
2.47K
$434K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.78KNew |
$195K - $216K
|
1.78K
$312K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-296- 9.12% |
$32.5K - $36K
|
2.95K
$517K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.02% |
$110 - $122
|
5.06K
$888K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.93KNew |
$323K - $357K
|
2.93K
$515K
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
13.6K+ 50.01% |
$1.5M - $1.66M
|
40.9K
$7.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
26New |
$2.86K - $3.16K
|
26
$4.56K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
100+ 40.32% |
$11K - $12.2K
|
348
$61.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
80New |
$8.79K - $9.73K
|
80
$14K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.37K+ 66.34% |
$150K - $166K
|
3.43K
$601K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
771+ 9.2% |
$84.7K - $93.8K
|
9.16K
$1.61M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
125New |
$13.7K - $15.2K
|
125
$21.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.58K+ 35.06% |
$283K - $313K
|
9.92K
$1.74M
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$18.7K - $22.6K
|
200
$35.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.97KNew |
$184K - $223K
|
1.97K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
421New |
$39.3K - $47.6K
|
421
$73.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
7.32K+ 30.25% |
$683K - $828K
|
31.5K
$5.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.98KNew |
$371K - $450K
|
3.98K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.1KNew |
$195K - $237K
|
2.1K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
234New |
$21.8K - $26.5K
|
234
$41.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
61New |
$5.69K - $6.9K
|
61
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.21K+ 42.55% |
$113K - $137K
|
4.06K
$712K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39New |
$3.64K - $4.41K
|
39
$6.84K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-66- 7.37% |
$6.16K - $7.46K
|
829
$145K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
85New |
$7.93K - $9.61K
|
85
$14.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$5.13K - $6.22K
|
55
$9.65K
|
|