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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
52,106
shares
|
$9.97 Million
0.38% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
50,372
shares
|
$9.64 Million
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
44,995
shares
|
$8.61 Million
0.2% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
44,404
shares
|
$8.49 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
|
$8.29 Million
4.76% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
43,194
shares
|
$8.26 Million
0.0% of portfolio
|
Q1 2025
Added 53.56%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
40,511
shares
|
$7.75 Million
2.92% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
39,361
shares
|
$7.53 Million
0.03% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
37,953
shares
|
$7.26 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
36,713
shares
|
$7.02 Million
1.34% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
35,475
shares
|
$6.79 Million
1.51% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
32,573
shares
|
$6.23 Million
0.0% of portfolio
|
Q1 2025
Added 44.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,129
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
28,805
shares
|
$5.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
25,477
shares
|
$4.87 Million
0.05% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
24,552
shares
|
$4.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,357
shares
|
$4.28 Million
0.0% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
21,649
shares
|
$4.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
20,469
shares
|
$3.92 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
20,076
shares
|
$3.84 Million
2.49% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,639
shares
|
$3.76 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,127
shares
|
$3.66 Million
0.01% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
18,569
shares
|
$3.55 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,380
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
18,231
shares
|
$3.49 Million
0.01% of portfolio
|
Q1 2025
Added 72.23%
|