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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
4,667
shares
|
$835,112
0.07% of portfolio
|
Q3 2024
Reduced 53.17%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
4,581
shares
|
$819,724
0.4% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
4,480
shares
|
$801,651
0.11% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
4,120
shares
|
$737,232
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,063
shares
|
$727,033
0.38% of portfolio
|
Q3 2024
Reduced 48.41%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
3,908
shares
|
$699,297
0.02% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
3,900
shares
|
$697,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
3,879
shares
|
$694,108
0.16% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
3,805
shares
|
$680,866
0.49% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
3,729
shares
|
$667,267
0.0% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
3,721
shares
|
$665,835
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,663
shares
|
$655,457
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
3,654
shares
|
$653,846
0.02% of portfolio
|
Q4 2024
Added 16.74%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
3,650
shares
|
$653,131
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,574
shares
|
$639,531
0.93% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
3,531
shares
|
$631,837
0.0% of portfolio
|
Q1 2024
Added 31.22%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,505
shares
|
$627,184
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$626,290
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
3,407
shares
|
$609,648
0.33% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,403
shares
|
$608,932
0.04% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,361
shares
|
$601,417
0.0% of portfolio
|
Q3 2024
Added 17.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,050
shares
|
$545,767
0.07% of portfolio
|
Q2 2023
Reduced 4.69%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,050
shares
|
$545,767
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,044
shares
|
$544,693
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
3,000
shares
|
$536,820
0.02% of portfolio
|
Q3 2023
New holding
|