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 |
|---|---|---|---|---|---|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
770
shares
|
$175,590
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
753
shares
|
$171,714
0.01% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
681
shares
|
$155,295
0.0% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
670
shares
|
$152,786
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
628
shares
|
$143,209
0.02% of portfolio
|
Q3 2025
Reduced 71.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
627
shares
|
$142,981
0.02% of portfolio
|
Q4 2025
Added 10.0%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
615
shares
|
$140,244
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
603
shares
|
$137,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
595
shares
|
$135,683
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
590
shares
|
$134,543
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
514
shares
|
$117,212
0.02% of portfolio
|
Q4 2025
Added 20.37%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
503
shares
|
$114,704
0.0% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
495
shares
|
$112,879
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
482
shares
|
$109,915
0.0% of portfolio
|
Q2 2025
Added 45.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
458
shares
|
$104,442
0.0% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
445
shares
|
$101,477
0.0% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
443
shares
|
$101,021
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
440
shares
|
$100,337
0.02% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
425
shares
|
$96,917
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
376
shares
|
$85,743
0.01% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
376
shares
|
$85,743
0.0% of portfolio
|
Q1 2025
Reduced 39.94%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jan 23, 2026 Q4 2025 |
366
shares
|
$83,462
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
365
shares
|
$83,234
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
331
shares
|
$75,481
0.04% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
325
shares
|
$74,113
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|