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 407 institutions that hold shares in the stock, with a total of 7.35 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
1,726
shares
|
$279,249
0.16% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
1,688
shares
|
$273,101
0.01% of portfolio
|
Q4 2024
Added 23.57%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
1,665
shares
|
$269,380
0.07% of portfolio
|
Q4 2024
Reduced 28.08%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,658
shares
|
$268,247
0.18% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
1,643
shares
|
$265,820
0.07% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
1,641
shares
|
$265,497
0.02% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
1,621
shares
|
$262,261
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,616
shares
|
$261,452
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,598
shares
|
$258,540
0.0% of portfolio
|
Q4 2024
Reduced 27.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
1,590
shares
|
$257,246
0.0% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,583
shares
|
$256,113
0.0% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,578
shares
|
$255,304
0.0% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
1,567
shares
|
$253,524
0.01% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,546
shares
|
$250,127
0.04% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,535
shares
|
$248,347
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
1,520
shares
|
$245,920
0.06% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
1,506
shares
|
$243,655
0.13% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,503
shares
|
$243,170
0.03% of portfolio
|
Q4 2024
Reduced 37.58%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,494
shares
|
$241,714
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,492
shares
|
$241,390
0.02% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,490
shares
|
$241,067
0.1% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,481
shares
|
$239,610
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,479
shares
|
$239,287
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
1,477
shares
|
$238,963
0.26% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,468
shares
|
$237,507
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|