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 381 institutions that hold shares in the stock, with a total of 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
11,568
shares
|
$2.07 Million
1.76% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
11,442
shares
|
$2.05 Million
0.95% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
11,311
shares
|
$2.02 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,088
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
11,041
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
10,152
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
9,838
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,835
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,605
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,584
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
9,571
shares
|
$1.71 Million
0.55% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
9,547
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,334
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
9,155
shares
|
$1.64 Million
1.0% of portfolio
|
Q1 2023
Added 9.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,051
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2023
Reduced 5.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
8,608
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
8,594
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
8,563
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
8,489
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,191
shares
|
$1.47 Million
0.13% of portfolio
|
Q4 2023
Reduced 3.77%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,990
shares
|
$1.43 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,369
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,083
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 73.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
7,067
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 04, 2024 Q3 2024 |
6,961
shares
|
$1.25 Million
0.82% of portfolio
|
Q3 2024
Added 1.27%
|