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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,923
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
6,830
shares
|
$1.22 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
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,776
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,117
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Added 228.87%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,100
shares
|
$1.09 Million
0.38% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jan 22, 2025 Q4 2024 |
5,948
shares
|
$1.06 Million
1.67% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Dec 09, 2024 Q3 2024 |
5,939
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,845
shares
|
$1.05 Million
0.89% of portfolio
|
Q2 2022
Reduced 9.31%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
5,760
shares
|
$1.03 Million
0.25% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
5,667
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
5,467
shares
|
$978,264
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,400
shares
|
$966,276
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,264
shares
|
$941,940
0.06% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,255
shares
|
$940,329
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
5,248
shares
|
$939,077
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
5,180
shares
|
$926,909
0.49% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,169
shares
|
$924,940
0.03% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
5,061
shares
|
$905,615
0.14% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,059
shares
|
$905,257
0.0% of portfolio
|
Q3 2024
Reduced 82.79%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,020
shares
|
$898,278
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
5,000
shares
|
$894,700
0.0% of portfolio
|
Q3 2023
Added 33.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,932
shares
|
$882,532
0.01% of portfolio
|
Q3 2024
Added 102.13%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,922
shares
|
$880,742
0.2% of portfolio
|
Q4 2024
Added 48.75%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,804
shares
|
$859,627
0.25% of portfolio
|
Q3 2024
New holding
|