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 375 institutions that hold shares in the stock, with a total of 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
43,978
shares
|
$7.59 Million
0.33% of portfolio
|
Q3 2024
Added 12.76%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
43,327
shares
|
$7.48 Million
4.76% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
41,920
shares
|
$7.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 41.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
39,964
shares
|
$6.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
38,552
shares
|
$6.65 Million
1.17% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
37,422
shares
|
$6.46 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
36,369
shares
|
$6.28 Million
1.33% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
34,782
shares
|
$6 Million
2.7% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
34,382
shares
|
$5.93 Million
0.33% of portfolio
|
Q3 2024
Reduced 21.94%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30,850
shares
|
$5.32 Million
0.11% of portfolio
|
Q3 2024
Added 416.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,129
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
30,039
shares
|
$5.18 Million
0.08% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
29,340
shares
|
$5.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
29,179
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2024
Added 1273.78%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
25,199
shares
|
$4.35 Million
0.06% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
22,987
shares
|
$3.97 Million
0.23% of portfolio
|
Q3 2024
Reduced 42.11%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
22,600
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2024
Added 1406.67%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
22,567
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
21,808
shares
|
$3.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
20,831
shares
|
$3.59 Million
2.35% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
20,562
shares
|
$3.55 Million
0.23% of portfolio
|
Q3 2024
Reduced 34.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
19,664
shares
|
$3.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.54%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
19,244
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
19,100
shares
|
$3.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,689
shares
|
$3.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.74%
|