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 377 institutions that hold shares in the stock, with a total of 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,032,922
shares
|
$172 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
768,898
shares
|
$128 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
724,020
shares
|
$120 Million
0.01% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
181,668
shares
|
$30.2 Million
0.01% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
179,472
shares
|
$29.8 Million
1.99% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Cumberland Advisors Inc
|
Oct 16, 2024 Q3 2024 |
150,864
shares
|
$25.1 Million
9.43% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
149,198
shares
|
$24.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
142,454
shares
|
$23.7 Million
0.01% of portfolio
|
Q3 2024
Added 20.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
136,448
shares
|
$22.7 Million
0.0% of portfolio
|
Q3 2024
Added 65.39%
|
|
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
Feb 14, 2024 Q4 2023 |
129,667
shares
|
$21.6 Million
0.89% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
128,120
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Dme Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
127,557
shares
|
$21.2 Million
0.84% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
109,583
shares
|
$18.2 Million
0.04% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
101,453
shares
|
$16.9 Million
0.74% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
98,828
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,824
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
78,661
shares
|
$13.1 Million
0.04% of portfolio
|
Q3 2024
Added 22.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
75,969
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
73,143
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 78.23%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
61,598
shares
|
$10.2 Million
1.64% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
59,937
shares
|
$9.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.04%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
56,491
shares
|
$9.39 Million
3.09% of portfolio
|
Q2 2024
Added 12.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
50,364
shares
|
$8.37 Million
0.18% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
44,995
shares
|
$7.48 Million
0.2% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
44,404
shares
|
$7.38 Million
0.14% of portfolio
|
Q1 2024
Reduced 6.76%
|