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 |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,420
shares
|
$291,838
0.11% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,413
shares
|
$290,399
0.0% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
1,410
shares
|
$289,783
0.02% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,395
shares
|
$286,700
0.02% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
1,388
shares
|
$285,261
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
1,378
shares
|
$283,206
0.06% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,353
shares
|
$278,068
0.0% of portfolio
|
Q4 2023
Added 3.84%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,350
shares
|
$277,452
0.06% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,346
shares
|
$276,629
0.1% of portfolio
|
Q4 2024
Added 17.45%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
1,345
shares
|
$276,424
0.01% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
1,328
shares
|
$272,930
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,314
shares
|
$270,053
0.0% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
1,313
shares
|
$269,847
0.11% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,281
shares
|
$263,271
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,280
shares
|
$263,065
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,271
shares
|
$261,215
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
1,259
shares
|
$258,749
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1,250
shares
|
$256,900
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
1,232
shares
|
$253,200
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
1,223
shares
|
$251,350
0.1% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,161
shares
|
$238,608
0.02% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,137
shares
|
$233,676
0.0% of portfolio
|
Q1 2023
Added 14.62%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
1,137
shares
|
$233,676
0.11% of portfolio
|
Q2 2025
Reduced 20.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,110
shares
|
$228,127
0.02% of portfolio
|
Q2 2020
Reduced 8.26%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,100
shares
|
$226,072
0.0% of portfolio
|
Q1 2025
Added 15.91%
|