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 |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
9,155
shares
|
$2.18 Million
1.0% of portfolio
|
Q1 2023
Added 9.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,051
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2023
Reduced 5.24%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,745
shares
|
$2.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
8,661
shares
|
$2.06 Million
0.48% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
8,594
shares
|
$2.05 Million
0.09% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,295
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,191
shares
|
$1.95 Million
0.13% of portfolio
|
Q4 2023
Reduced 3.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
8,112
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2025
Added 214.78%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
7,550
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.05%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
7,466
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Added 66.54%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
7,285
shares
|
$1.73 Million
0.22% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
7,098
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,054
shares
|
$1.68 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
6,989
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2025
Added 82.48%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,790
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Added 79.63%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,468
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
6,347
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
6,193
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
6,138
shares
|
$1.46 Million
0.65% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,123
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
6,119
shares
|
$1.46 Million
0.09% of portfolio
|
Q2 2025
Reduced 28.52%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
6,100
shares
|
$1.45 Million
0.48% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
6,087
shares
|
$1.45 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
5,936
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,876
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2025
Added 31.34%
|