Institutional Ownership Spdr S&P Aerospace & Defense E (XAR)
This table provides information about the institutional ownership of Spdr S&P Aerospace & Defense E (XAR). We have compiled data on the 456 institutions that hold shares in the stock, with a total of 7.95 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
1,743
shares
|
$373,681
0.04% of portfolio
|
Q1 2025
Added 26.49%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,714
shares
|
$367,464
0.0% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,713
shares
|
$367,250
0.0% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,678
shares
|
$359,746
0.0% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
1,677
shares
|
$359,532
0.02% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
1,671
shares
|
$358,245
0.2% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
1,660
shares
|
$355,887
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,658
shares
|
$355,458
0.18% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Aug 01, 2025 Q2 2025 |
1,648
shares
|
$353,314
0.23% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,631
shares
|
$349,670
0.03% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,622
shares
|
$347,740
0.03% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,621
shares
|
$347,526
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
1,614
shares
|
$346,025
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,564
shares
|
$335,305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,531
shares
|
$328,231
0.0% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,529
shares
|
$327,802
0.0% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,512
shares
|
$324,157
0.0% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$321,585
0.08% of portfolio
|
Q1 2025
Reduced 37.37%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,500
shares
|
$321,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,488
shares
|
$319,012
0.16% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,479
shares
|
$317,082
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,468
shares
|
$314,724
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
1,450
shares
|
$310,865
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
1,428
shares
|
$306,148
0.3% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
1,394
shares
|
$298,859
0.01% of portfolio
|
Q2 2025
Added 4.97%
|