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 515 institutions that hold shares in the stock, with a total of 8.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
2,473
shares
|
$563,942
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
2,449
shares
|
$558,469
0.02% of portfolio
|
Q3 2025
Added 37.12%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,429
shares
|
$553,909
0.0% of portfolio
|
Q3 2025
Added 121.22%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,429
shares
|
$553,909
0.03% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
2,388
shares
|
$544,559
0.39% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,385
shares
|
$543,875
0.04% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
2,368
shares
|
$539,998
0.01% of portfolio
|
Q4 2025
Added 264.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
2,341
shares
|
$533,841
0.03% of portfolio
|
Q4 2025
Added 118.38%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,300
shares
|
$524,492
0.0% of portfolio
|
Q3 2025
Added 34.27%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
2,290
shares
|
$522,211
0.07% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,288
shares
|
$521,755
0.05% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
2,250
shares
|
$513,090
0.03% of portfolio
|
Q3 2025
Added 75.78%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,246
shares
|
$512,177
0.01% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,189
shares
|
$499,179
0.03% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
2,175
shares
|
$495,987
0.02% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 23, 2026 Q4 2025 |
2,160
shares
|
$492,566
0.08% of portfolio
|
Q1 2024
Added 20.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,147
shares
|
$489,601
0.0% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
2,145
shares
|
$489,145
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
2,140
shares
|
$488,005
0.11% of portfolio
|
Q3 2025
Reduced 33.95%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
2,122
shares
|
$483,900
0.09% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
2,118
shares
|
$482,988
0.03% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 23, 2026 Q4 2025 |
2,115
shares
|
$482,304
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
2,108
shares
|
$480,708
0.05% of portfolio
|
Q4 2025
Added 7.61%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
2,093
shares
|
$477,287
0.05% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,088
shares
|
$476,147
0.01% of portfolio
|
Q1 2024
Reduced 1.37%
|
|