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 503 institutions that hold shares in the stock, with a total of 8.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
3,502
shares
|
$798,596
0.05% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
3,500
shares
|
$798,140
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,452
shares
|
$787,194
0.0% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,400
shares
|
$775,336
0.01% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,396
shares
|
$774,423
0.0% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
3,367
shares
|
$767,810
0.19% of portfolio
|
Q3 2025
Added 26.58%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
3,366
shares
|
$767,582
0.56% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,325
shares
|
$758,233
0.02% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
3,270
shares
|
$745,690
0.03% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,260
shares
|
$743,410
0.28% of portfolio
|
Q3 2025
Added 38.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,228
shares
|
$736,113
0.0% of portfolio
|
Q3 2025
Reduced 49.14%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
3,152
shares
|
$718,782
0.39% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,146
shares
|
$717,413
0.0% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
3,122
shares
|
$711,940
0.01% of portfolio
|
Q3 2025
Added 41.59%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
3,069
shares
|
$699,854
0.2% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
3,055
shares
|
$696,662
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
3,050
shares
|
$695,522
0.47% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,050
shares
|
$695,522
0.07% of portfolio
|
Q2 2023
Reduced 4.69%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
3,025
shares
|
$689,821
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,001
shares
|
$684,348
0.03% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
3,000
shares
|
$684,120
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,967
shares
|
$676,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,941
shares
|
$670,665
0.0% of portfolio
|
Q3 2025
Added 75.27%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
2,869
shares
|
$654,246
0.41% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,849
shares
|
$649,685
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|