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 432 institutions that hold shares in the stock, with a total of 8.13 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
5,554
shares
|
$1.2 Million
0.19% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
5,532
shares
|
$1.19 Million
0.3% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,252
shares
|
$1.13 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,181
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 85.23%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,142
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
5,061
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,020
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
5,013
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 260.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,862
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 64.87%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jul 22, 2025 Q2 2025 |
4,679
shares
|
$1.01 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
4,589
shares
|
$989,939
0.47% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,583
shares
|
$988,644
0.05% of portfolio
|
Q1 2025
Reduced 78.19%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,483
shares
|
$967,072
0.0% of portfolio
|
Q2 2025
Added 48.2%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
4,480
shares
|
$966,425
0.13% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
4,474
shares
|
$965,131
0.02% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,406
shares
|
$950,462
0.08% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
4,400
shares
|
$949,168
0.0% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,277
shares
|
$922,634
0.04% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,233
shares
|
$913,142
0.0% of portfolio
|
Q1 2025
Added 84.12%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
4,155
shares
|
$896,316
1.19% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
4,120
shares
|
$888,766
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,063
shares
|
$876,470
0.38% of portfolio
|
Q3 2024
Reduced 48.41%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
3,987
shares
|
$860,075
0.05% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
3,929
shares
|
$847,563
0.16% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,908
shares
|
$843,033
0.02% of portfolio
|
Q3 2024
Reduced 5.99%
|