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 375 institutions that hold shares in the stock, with a total of 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 04, 2024 Q3 2024 |
6,961
shares
|
$1.2 Million
0.82% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,923
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
6,830
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 594.11%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,800
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,776
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,117
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Added 228.87%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,845
shares
|
$1.01 Million
0.89% of portfolio
|
Q2 2022
Reduced 9.31%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 21, 2024 Q3 2024 |
5,757
shares
|
$993,427
1.59% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
5,667
shares
|
$977,897
0.23% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,400
shares
|
$931,824
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
5,255
shares
|
$906,802
0.48% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
5,248
shares
|
$905,594
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,218
shares
|
$900,418
0.03% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
5,141
shares
|
$887,130
0.21% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
5,061
shares
|
$873,326
0.14% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,059
shares
|
$872,981
0.0% of portfolio
|
Q3 2024
Reduced 82.79%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,020
shares
|
$866,251
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
5,000
shares
|
$862,800
0.0% of portfolio
|
Q3 2023
Added 33.33%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,942
shares
|
$852,791
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,932
shares
|
$851,065
0.01% of portfolio
|
Q3 2024
Added 102.13%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,804
shares
|
$828,978
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
4,680
shares
|
$807,580
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
4,667
shares
|
$805,337
0.07% of portfolio
|
Q3 2024
Reduced 53.17%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
4,566
shares
|
$787,908
0.36% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,404
shares
|
$759,954
0.08% of portfolio
|
Q3 2024
Added 0.05%
|