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 |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
2,840
shares
|
$564,166
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
2,838
shares
|
$563,768
0.01% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,830
shares
|
$562,179
0.02% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,828
shares
|
$561,782
0.01% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
2,826
shares
|
$561,384
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
2,699
shares
|
$536,156
0.03% of portfolio
|
Q4 2023
Added 21.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
2,697
shares
|
$535,759
0.0% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
2,692
shares
|
$534,765
0.01% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
2,682
shares
|
$532,779
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,663
shares
|
$529,004
0.07% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
2,660
shares
|
$528,409
0.12% of portfolio
|
Q1 2025
Added 24.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,640
shares
|
$524,436
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
2,570
shares
|
$510,530
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
2,553
shares
|
$507,153
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
2,553
shares
|
$507,153
0.01% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,547
shares
|
$505,961
0.02% of portfolio
|
Q3 2023
Reduced 1.01%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,500
shares
|
$496,625
0.0% of portfolio
|
Q3 2021
Reduced 16.67%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,485
shares
|
$493,645
0.07% of portfolio
|
Q1 2025
Added 31.83%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
2,473
shares
|
$491,261
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,415
shares
|
$479,739
0.0% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
2,400
shares
|
$476,760
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
2,368
shares
|
$470,403
0.01% of portfolio
|
Q1 2025
Added 40.28%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,365
shares
|
$469,807
0.06% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,360
shares
|
$468,814
0.19% of portfolio
|
Q4 2024
Added 34.86%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,355
shares
|
$467,820
0.03% of portfolio
|
Q1 2025
Added 3.06%
|