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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-34.1K- 75.22% |
$4.74M - $5.36M
|
11.2K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51+ 0.53% |
$7.09K - $8.02K
|
9.61K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.34KNew |
$186K - $211K
|
1.34K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 1.57% |
$1.95K - $2.2K
|
904
$159K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$139 - $157
|
1.49K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.3K+ 5.17% |
$876K - $992K
|
128K
$22.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.1K+ 1.4% |
$153K - $173K
|
79.8K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56+ 0.19% |
$7.79K - $8.81K
|
30.1K
$5.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.31% |
$139 - $157
|
323
$56.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-10- 0.87% |
$1.39K - $1.57K
|
1.15K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.27% |
$556 - $629
|
1.49K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.13% |
$417 - $472
|
2.39K
$419K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
190New |
$26.4K - $29.9K
|
190
$33.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.81K- 7.41% |
$251K - $284K
|
22.6K
$3.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
295+ 21.64% |
$41K - $46.4K
|
1.66K
$291K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.66K- 21.94% |
$1.34M - $1.52M
|
34.4K
$6.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-16.7K- 42.11% |
$2.32M - $2.63M
|
23K
$4.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-30- 46.88% |
$4.17K - $4.72K
|
34
$5.97K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
529+ 31.41% |
$73.5K - $83.2K
|
2.21K
$388K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-131- 1.17% |
$18.2K - $20.6K
|
11K
$1.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50New |
$6.95K - $7.87K
|
50
$8.77K
|
|
| Q2 2024 | |||||||
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5- 0.38% |
$661 - $725
|
1.31K
$231K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
860+ 4300.0% |
$114K - $125K
|
880
$154K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.88KNew |
$248K - $273K
|
1.88K
$330K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.53KNew |
$203K - $222K
|
1.53K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-29- 22.48% |
$3.83K - $4.2K
|
100
$17.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
290+ 15.8% |
$38.3K - $42K
|
2.13K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
85+ 2.93% |
$11.2K - $12.3K
|
2.99K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-204- 36.23% |
$26.9K - $29.6K
|
359
$63K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-480- 67.89% |
$63.4K - $69.6K
|
227
$39.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
121+ 5.44% |
$16K - $17.5K
|
2.34K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$304K - $334K
|
2.3K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.45KNew |
$192K - $210K
|
1.45K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-6- 0.57% |
$793 - $870
|
1.04K
$182K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6+ 0.22% |
$793 - $870
|
2.74K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.59KNew |
$210K - $230K
|
1.59K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-65- 1.65% |
$8.59K - $9.42K
|
3.88K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.57KNew |
$208K - $228K
|
1.57K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.41% |
$132 - $145
|
243
$42.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2New |
$264 - $290
|
2
$351
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
73+ 32.02% |
$9.64K - $10.6K
|
301
$52.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.26% |
$132 - $145
|
379
$66.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
283New |
$37.4K - $41K
|
283
$49.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-43- 15.69% |
$5.68K - $6.23K
|
231
$40.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 2.0% |
$1.59K - $1.74K
|
613
$108K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 7.2% |
$4.62K - $5.07K
|
451
$79.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.44KNew |
$190K - $208K
|
1.44K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
72New |
$9.51K - $10.4K
|
72
$12.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-309- 82.84% |
$40.8K - $44.8K
|
64
$11.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
444+ 17.73% |
$58.7K - $64.3K
|
2.95K
$517K
|
|