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 |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,450
shares
|
$259,463
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,449
shares
|
$259,284
0.0% of portfolio
|
Q3 2024
Added 60.29%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
1,433
shares
|
$256,421
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1,431
shares
|
$256,063
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
1,428
shares
|
$255,526
0.13% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,392
shares
|
$249,084
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
1,390
shares
|
$248,726
0.11% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
1,378
shares
|
$246,579
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
1,373
shares
|
$245,684
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,353
shares
|
$242,105
0.0% of portfolio
|
Q4 2023
Added 3.84%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
1,340
shares
|
$239,779
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
1,321
shares
|
$236,379
0.03% of portfolio
|
Q4 2024
Added 156.5%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,314
shares
|
$235,127
0.0% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
1,308
shares
|
$234,053
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,275
shares
|
$228,148
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1,250
shares
|
$223,675
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,232
shares
|
$220,454
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
1,160
shares
|
$207,570
0.02% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,146
shares
|
$205,065
0.08% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,137
shares
|
$203,454
0.0% of portfolio
|
Q1 2023
Added 14.62%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,110
shares
|
$198,623
0.02% of portfolio
|
Q2 2020
Reduced 8.26%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
1,040
shares
|
$186,097
0.07% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,032
shares
|
$184,666
0.07% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,020
shares
|
$182,518
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
916
shares
|
$163,909
0.03% of portfolio
|
Q3 2024
New holding
|