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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
306
shares
|
$60,786
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
301
shares
|
$59,793
0.03% of portfolio
|
Q2 2024
Added 32.02%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
300
shares
|
$59,595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
267
shares
|
$53,039
0.02% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
260
shares
|
$51,649
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
252
shares
|
$50,059
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
250
shares
|
$49,662
0.01% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
250
shares
|
$49,662
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
240
shares
|
$47,676
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
228
shares
|
$45,292
0.0% of portfolio
|
Q2 2022
Reduced 15.24%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
228
shares
|
$45,292
0.0% of portfolio
|
Q1 2022
Added 39.88%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
227
shares
|
$45,093
0.01% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
210
shares
|
$41,716
0.03% of portfolio
|
Q4 2024
Reduced 61.61%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
202
shares
|
$40,127
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
200
shares
|
$39,730
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
200
shares
|
$39,730
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
199
shares
|
$39,531
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
180
shares
|
$35,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
180
shares
|
$35,757
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
175
shares
|
$34,763
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
175
shares
|
$34,763
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
166
shares
|
$32,975
0.01% of portfolio
|
Q1 2024
Added 137.14%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
152
shares
|
$30,194
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
150
shares
|
$29,797
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
150
shares
|
$29,797
0.01% of portfolio
|
Q1 2024
Reduced 65.91%
|