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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
323
shares
|
$57,797
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
305
shares
|
$54,576
0.02% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
301
shares
|
$53,860
0.03% of portfolio
|
Q2 2024
Added 32.02%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
294
shares
|
$52,608
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
287
shares
|
$51,355
0.0% of portfolio
|
Q3 2024
Added 5640.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
265
shares
|
$47,419
0.01% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
265
shares
|
$47,419
0.02% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
260
shares
|
$46,524
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
256
shares
|
$45,808
0.0% of portfolio
|
Q3 2024
Reduced 61.62%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
252
shares
|
$45,092
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
250
shares
|
$44,735
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
250
shares
|
$44,735
0.01% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
243
shares
|
$43,482
0.01% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
240
shares
|
$42,945
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
231
shares
|
$41,335
0.0% of portfolio
|
Q2 2024
Reduced 15.69%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
228
shares
|
$40,798
0.0% of portfolio
|
Q2 2022
Reduced 15.24%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
228
shares
|
$40,798
0.0% of portfolio
|
Q1 2022
Added 39.88%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
225
shares
|
$40,261
0.0% of portfolio
|
Q3 2024
Reduced 39.52%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
210
shares
|
$37,577
0.03% of portfolio
|
Q4 2024
Reduced 61.61%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
201
shares
|
$35,966
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
190
shares
|
$33,998
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
175
shares
|
$31,314
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
166
shares
|
$29,704
0.01% of portfolio
|
Q1 2024
Added 137.14%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
152
shares
|
$27,198
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
150
shares
|
$26,841
0.01% of portfolio
|
Q1 2024
Reduced 65.91%
|