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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.38% |
$154 - $177
|
266
$43.1K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19KNew |
$2.92M - $3.35M
|
19K
$3.07M
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.36KNew |
$517K - $593K
|
3.36K
$544K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.39K- 59.55% |
$675K - $775K
|
2.98K
$483K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$4.15K - $4.77K
|
27
$4.37K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-17- 0.74% |
$2.61K - $3K
|
2.29K
$371K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-94- 0.65% |
$14.5K - $16.6K
|
14.3K
$2.32M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4+ 0.27% |
$615 - $706
|
1.49K
$242K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2- 0.14% |
$308 - $353
|
1.43K
$231K
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-54- 1.58% |
$8.31K - $9.53K
|
3.35K
$543K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
100+ 3.42% |
$15.4K - $17.7K
|
3.02K
$489K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
168+ 5.69% |
$25.8K - $29.7K
|
3.12K
$505K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33- 2.03% |
$5.08K - $5.83K
|
1.59K
$257K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
26New |
$4K - $4.59K
|
26
$4.21K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133KNew |
$20.5M - $23.5M
|
133K
$21.6M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.38% |
$154 - $177
|
266
$43.1K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
100New |
$15.4K - $17.7K
|
100
$16.2K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.25KNew |
$500K - $574K
|
3.25K
$526K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-905- 37.58% |
$139K - $160K
|
1.5K
$243K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
285+ 16.88% |
$43.8K - $50.3K
|
1.97K
$319K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88New |
$13.5K - $15.5K
|
88
$14.2K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
400New |
$61.5K - $70.6K
|
400
$64.8K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14New |
$2.15K - $2.47K
|
14
$2.27K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.11K+ 74.74% |
$785K - $901K
|
11.9K
$1.93M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12+ 109.09% |
$1.85K - $2.12K
|
23
$3.72K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.46K+ 102.7% |
$532K - $611K
|
6.83K
$1.11M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-615- 27.79% |
$94.6K - $109K
|
1.6K
$259K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50New |
$7.69K - $8.83K
|
50
$8.09K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.04K+ 57.87% |
$160K - $184K
|
2.84K
$459K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.23K+ 38.06% |
$805K - $923K
|
19K
$3.07M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
145+ 7.25% |
$22.3K - $25.6K
|
2.15K
$347K
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-12.2K- 40.68% |
$1.88M - $2.16M
|
17.8K
$2.88M
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
105+ 0.56% |
$16.1K - $18.5K
|
18.7K
$3.03M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
115New |
$17.7K - $20.3K
|
115
$18.6K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
299+ 14.13% |
$46K - $52.8K
|
2.42K
$391K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.7K+ 71.78% |
$1.64M - $1.88M
|
25.5K
$4.13M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
280+ 1.9% |
$43.1K - $49.4K
|
15K
$2.43M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8K+ 9.15% |
$277K - $318K
|
21.5K
$3.47M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.34KNew |
$514K - $589K
|
3.34K
$541K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.91K+ 64.87% |
$294K - $338K
|
4.86K
$787K
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-68- 3.14% |
$10.5K - $12K
|
2.1K
$340K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.62K+ 13.6% |
$402K - $462K
|
21.9K
$3.54M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
165+ 36.5% |
$25.4K - $29.1K
|
617
$99.9K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
30+ 0.2% |
$4.61K - $5.3K
|
15K
$2.42M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-16.8K- 92.1% |
$2.58M - $2.97M
|
1.44K
$233K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
200+ 100.0% |
$30.8K - $35.3K
|
400
$64.8K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-118K- 98.23% |
$18.2M - $20.9M
|
2.13K
$344K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
316+ 3.31% |
$48.6K - $55.8K
|
9.86K
$1.6M
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
54+ 0.78% |
$8.31K - $9.53K
|
7.02K
$1.14M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-125- 2.68% |
$19.2K - $22.1K
|
4.54K
$735K
|