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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-125- 14.0% |
$15.9K - $17.7K
|
768
$135K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
260New |
$33.1K - $36.9K
|
260
$45.6K
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
365+ 20.33% |
$46.5K - $51.8K
|
2.16K
$379K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
75New |
$9.56K - $10.6K
|
75
$13.2K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
104New |
$13.3K - $14.8K
|
104
$18.2K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13New |
$1.66K - $1.84K
|
13
$2.28K
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
1.59KNew |
$203K - $226K
|
1.59K
$279K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.49K+ 24.46% |
$444K - $495K
|
17.7K
$3.11M
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-797- 15.6% |
$102K - $113K
|
4.31K
$757K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
115New |
$14.7K - $16.3K
|
115
$20.2K
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.52K- 50.05% |
$194K - $216K
|
1.52K
$266K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39New |
$4.97K - $5.53K
|
39
$6.84K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
449+ 10.0% |
$57.2K - $63.7K
|
4.94K
$867K
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.17% |
$382 - $426
|
1.8K
$315K
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-871- 1.97% |
$111K - $124K
|
43.3K
$7.6M
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
326New |
$41.6K - $46.2K
|
326
$57.2K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
252New |
$32.1K - $35.8K
|
252
$44.2K
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
12New |
$1.53K - $1.7K
|
12
$2.11K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.33KNew |
$1.19M - $1.32M
|
9.33K
$1.64M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-300- 50.0% |
$38.2K - $42.6K
|
300
$52.6K
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.72KNew |
$220K - $244K
|
1.72K
$302K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
793+ 10.79% |
$101K - $113K
|
8.14K
$1.43M
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23New |
$2.93K - $3.26K
|
23
$4.04K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
181+ 6.59% |
$23.1K - $25.7K
|
2.93K
$514K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 25.0% |
$1.27K - $1.42K
|
50
$8.77K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
111KNew |
$14.2M - $15.8M
|
111K
$19.5M
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-290- 65.91% |
$37K - $41.1K
|
150
$26.3K
|
|
Q4 2023 | |||||||
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.38% |
$110 - $136
|
264
$46.3K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 2.27% |
$1.21K - $1.5K
|
496
$87K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
586New |
$64.2K - $79.9K
|
586
$103K
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.99KNew |
$876K - $1.09M
|
7.99K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.61K+ 15.51% |
$176K - $219K
|
12K
$2.1M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-53- 0.18% |
$5.81K - $7.23K
|
29.3K
$5.14M
|
|
Feb 14, 2024
Q4 2023
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
BUY
|
- |
130KNew |
$14.2M - $17.7M
|
130K
$22.8M
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.1KNew |
$669K - $832K
|
6.1K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
55New |
$6.03K - $7.5K
|
55
$9.65K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
45New |
$4.93K - $6.13K
|
45
$7.9K
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
3.81KNew |
$418K - $520K
|
3.81K
$669K
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-673- 18.3% |
$73.8K - $91.8K
|
3.01K
$527K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15New |
$1.64K - $2.04K
|
15
$2.63K
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.51KNew |
$166K - $206K
|
1.51K
$266K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.35KNew |
$586K - $729K
|
5.35K
$939K
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
2.2KNew |
$241K - $300K
|
2.2K
$386K
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-170- 22.37% |
$18.6K - $23.2K
|
590
$104K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.02KNew |
$550K - $684K
|
5.02K
$881K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
282New |
$30.9K - $38.4K
|
282
$49.5K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
6New |
$658 - $818
|
6
$1.05K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.57KNew |
$282K - $350K
|
2.57K
$451K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-238- 6.52% |
$26.1K - $32.4K
|
3.41K
$598K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
36+ 0.08% |
$3.95K - $4.91K
|
45K
$7.89M
|