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 431 institutions that hold shares in the stock, with a total of 8.06 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
13,804
shares
|
$2.98 Million
0.78% of portfolio
|
Q2 2023
Reduced 66.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,630
shares
|
$2.94 Million
0.02% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
12,500
shares
|
$2.7 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
12,449
shares
|
$2.69 Million
0.03% of portfolio
|
Q1 2025
Reduced 34.39%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
12,410
shares
|
$2.68 Million
0.17% of portfolio
|
Q1 2025
Added 969.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,309
shares
|
$2.44 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
11,201
shares
|
$2.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,732
shares
|
$2.32 Million
0.02% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
10,689
shares
|
$2.31 Million
0.05% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
10,440
shares
|
$2.25 Million
0.11% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
10,407
shares
|
$2.24 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
10,033
shares
|
$2.16 Million
0.04% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,863
shares
|
$2.13 Million
0.04% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
9,846
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
9,838
shares
|
$2.12 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,753
shares
|
$2.1 Million
0.01% of portfolio
|
Q1 2025
Added 85.52%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
9,605
shares
|
$2.07 Million
0.83% of portfolio
|
Q2 2025
Added 45.42%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
9,586
shares
|
$2.07 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,545
shares
|
$2.06 Million
0.05% of portfolio
|
Q1 2025
Added 157.62%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
9,521
shares
|
$2.05 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
9,155
shares
|
$1.97 Million
1.0% of portfolio
|
Q1 2023
Added 9.2%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
9,102
shares
|
$1.96 Million
0.04% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,057
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,051
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2023
Reduced 5.24%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
8,661
shares
|
$1.87 Million
0.48% of portfolio
|
Q2 2025
Added 7.23%
|