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 503 institutions that hold shares in the stock, with a total of 8.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
66,545
shares
|
$15.2 Million
0.01% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
62,524
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2025
Added 44.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
54,730
shares
|
$12.5 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
51,364
shares
|
$11.7 Million
2.24% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
51,328
shares
|
$11.7 Million
0.04% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
49,918
shares
|
$11.4 Million
2.37% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
44,995
shares
|
$10.3 Million
0.2% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
44,404
shares
|
$10.1 Million
0.14% of portfolio
|
Q1 2024
Reduced 6.76%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
43,327
shares
|
$9.88 Million
4.76% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
41,800
shares
|
$9.53 Million
0.11% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
41,467
shares
|
$9.46 Million
3.45% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
40,111
shares
|
$9.15 Million
0.01% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
40,073
shares
|
$9.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
39,875
shares
|
$9.09 Million
0.14% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
38,384
shares
|
$8.75 Million
0.02% of portfolio
|
Q3 2025
Added 48.29%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
34,528
shares
|
$7.87 Million
2.43% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
34,084
shares
|
$7.77 Million
1.49% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
33,521
shares
|
$7.64 Million
1.55% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,129
shares
|
$6.87 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
28,325
shares
|
$6.46 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
27,955
shares
|
$6.37 Million
0.02% of portfolio
|
Q3 2025
Added 21.91%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
26,789
shares
|
$6.11 Million
0.03% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
26,741
shares
|
$6.1 Million
0.17% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
26,640
shares
|
$6.07 Million
0.0% of portfolio
|
Q3 2025
Added 24.07%
|
|
|
Viewpoint Investment Partners Corp
|
Oct 31, 2025 Q3 2025 |
24,313
shares
|
$5.54 Million
3.06% of portfolio
|
Q2 2025
Added 198.14%
|
|