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 415 institutions that hold shares in the stock, with a total of 7.58 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,635
shares
|
$324,792
0.0% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,631
shares
|
$323,998
0.03% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
1,609
shares
|
$319,627
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
1,583
shares
|
$314,462
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
1,566
shares
|
$311,085
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
1,527
shares
|
$303,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
1,519
shares
|
$301,749
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
1,517
shares
|
$301,352
0.05% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
1,507
shares
|
$299,365
0.25% of portfolio
|
Q1 2025
Reduced 16.56%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,489
shares
|
$295,789
0.09% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,479
shares
|
$293,803
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
1,478
shares
|
$293,604
0.26% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,468
shares
|
$291,618
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
1,450
shares
|
$288,042
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,436
shares
|
$285,261
0.02% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
1,435
shares
|
$285,062
0.11% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,420
shares
|
$282,083
0.11% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,413
shares
|
$280,692
0.0% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
1,410
shares
|
$280,096
0.02% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,395
shares
|
$277,116
0.02% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
1,378
shares
|
$273,739
0.06% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
1,358
shares
|
$269,766
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,353
shares
|
$268,773
0.0% of portfolio
|
Q4 2023
Added 3.84%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,350
shares
|
$268,177
0.06% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,346
shares
|
$267,382
0.1% of portfolio
|
Q4 2024
Added 17.45%
|