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 474 institutions that hold shares in the stock, with a total of 7.94 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
54,730
shares
|
$13 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
50,199
shares
|
$12 Million
2.6% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
48,946
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.17%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
46,059
shares
|
$11 Million
0.12% of portfolio
|
Q2 2025
Added 433.58%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
44,995
shares
|
$10.7 Million
0.2% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
44,404
shares
|
$10.6 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
|
$10.3 Million
4.76% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
43,194
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Added 53.56%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
41,697
shares
|
$9.93 Million
2.4% of portfolio
|
Q2 2025
Reduced 28.44%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
41,471
shares
|
$9.88 Million
3.58% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
40,249
shares
|
$9.59 Million
0.03% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
37,503
shares
|
$8.93 Million
0.13% of portfolio
|
Q2 2025
Added 173.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
35,316
shares
|
$8.41 Million
0.01% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
34,084
shares
|
$8.12 Million
1.49% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
33,521
shares
|
$7.98 Million
1.55% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
31,297
shares
|
$7.45 Million
0.01% of portfolio
|
Q2 2025
Added 211.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,129
shares
|
$7.18 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
26,684
shares
|
$6.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
25,941
shares
|
$6.18 Million
0.03% of portfolio
|
Q2 2025
Added 19.83%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
25,885
shares
|
$6.16 Million
0.01% of portfolio
|
Q2 2025
Added 219.53%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
25,230
shares
|
$6.01 Million
0.01% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
24,313
shares
|
$5.79 Million
2.86% of portfolio
|
Q2 2025
Added 198.14%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
24,027
shares
|
$5.72 Million
0.15% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
23,878
shares
|
$5.69 Million
0.43% of portfolio
|
Q3 2025
Added 4096.49%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
23,060
shares
|
$5.49 Million
0.03% of portfolio
|
Q2 2025
Added 26.79%
|