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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
10,457
shares
|
$2 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
10,440
shares
|
$2 Million
0.11% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,049
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
10,033
shares
|
$1.92 Million
0.04% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
9,952
shares
|
$1.9 Million
0.84% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,863
shares
|
$1.89 Million
0.04% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
9,846
shares
|
$1.88 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
9,838
shares
|
$1.88 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,753
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Added 85.52%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,545
shares
|
$1.83 Million
0.05% of portfolio
|
Q1 2025
Added 157.62%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
9,521
shares
|
$1.82 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
9,155
shares
|
$1.75 Million
1.0% of portfolio
|
Q1 2023
Added 9.2%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
9,102
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,051
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2023
Reduced 5.24%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
8,657
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
Added 225.7%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
8,632
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 59.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
8,561
shares
|
$1.64 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,295
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
8,257
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,191
shares
|
$1.57 Million
0.13% of portfolio
|
Q4 2023
Reduced 3.77%
|
|
|
Viewpoint Investment Partners Corp
|
Apr 16, 2025 Q1 2025 |
8,155
shares
|
$1.56 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
8,106
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
8,101
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
8,077
shares
|
$1.54 Million
0.42% of portfolio
|
Q1 2025
Added 95.29%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
7,700
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
New holding
|