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 |
|---|---|---|---|---|---|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
4,155
shares
|
$989,513
1.19% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,124
shares
|
$982,130
0.02% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
4,120
shares
|
$981,178
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,063
shares
|
$967,603
0.38% of portfolio
|
Q3 2024
Reduced 48.41%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
4,058
shares
|
$966,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
3,929
shares
|
$935,691
0.17% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,801
shares
|
$905,208
0.19% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,773
shares
|
$898,539
0.04% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
3,748
shares
|
$892,586
0.6% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
3,721
shares
|
$886,156
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,663
shares
|
$872,343
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,657
shares
|
$870,914
0.06% of portfolio
|
Q2 2025
Reduced 35.47%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
3,531
shares
|
$840,907
0.01% of portfolio
|
Q2 2025
Added 24.86%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
3,520
shares
|
$838,288
0.05% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,515
shares
|
$837,097
0.12% of portfolio
|
Q3 2025
Added 42.6%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,505
shares
|
$834,715
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,500
shares
|
$833,525
0.12% of portfolio
|
Q2 2021
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,452
shares
|
$822,093
0.0% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,325
shares
|
$791,848
0.02% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,270
shares
|
$778,750
0.03% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
3,240
shares
|
$771,606
0.16% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,172
shares
|
$755,411
0.0% of portfolio
|
Q2 2025
Added 17.61%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,146
shares
|
$749,219
0.0% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
3,145
shares
|
$748,981
0.38% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
3,122
shares
|
$743,504
0.01% of portfolio
|
Q3 2025
Added 41.59%
|