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 431 institutions that hold shares in the stock, with a total of 8.04 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,202,709
shares
|
$247 Million
0.08% of portfolio
|
Q1 2025
Added 1.01%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
814,594
shares
|
$167 Million
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
746,124
shares
|
$153 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
249,181
shares
|
$51.2 Million
0.01% of portfolio
|
Q1 2025
Added 4.28%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
225,642
shares
|
$46.4 Million
0.01% of portfolio
|
Q1 2025
Added 247.47%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
208,908
shares
|
$42.9 Million
0.01% of portfolio
|
Q1 2025
Added 1.36%
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
188,672
shares
|
$38.8 Million
2.77% of portfolio
|
Q2 2025
Added 0.69%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
168,110
shares
|
$34.5 Million
0.01% of portfolio
|
Q1 2025
Added 26.03%
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
160,932
shares
|
$33.1 Million
5.98% of portfolio
|
Q2 2025
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
157,397
shares
|
$32.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
150,743
shares
|
$31 Million
0.03% of portfolio
|
Q1 2025
Added 12.46%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
139,337
shares
|
$28.6 Million
10.11% of portfolio
|
Q1 2025
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
133,766
shares
|
$27.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
Feb 14, 2024 Q4 2023 |
129,667
shares
|
$26.6 Million
0.89% of portfolio
|
Q4 2023
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
123,963
shares
|
$25.5 Million
0.04% of portfolio
|
Q1 2025
Added 46.97%
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
112,426
shares
|
$23.1 Million
7.69% of portfolio
|
Q2 2025
New holding
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
111,149
shares
|
$22.8 Million
8.1% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
108,162
shares
|
$22.2 Million
0.79% of portfolio
|
Q1 2025
Added 0.38%
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
107,397
shares
|
$22.1 Million
3.66% of portfolio
|
Q2 2025
Added 25.41%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
106,917
shares
|
$22 Million
0.04% of portfolio
|
Q4 2024
Added 7.01%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
105,773
shares
|
$21.7 Million
0.0% of portfolio
|
Q1 2025
Added 16.16%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
98,336
shares
|
$20.2 Million
0.0% of portfolio
|
Q1 2025
Added 51.51%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
92,239
shares
|
$19 Million
0.05% of portfolio
|
Q1 2025
Added 9.56%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,824
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
77,496
shares
|
$15.9 Million
0.26% of portfolio
|
Q1 2025
Added 1.73%
|