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 502 institutions that hold shares in the stock, with a total of 8.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
458
shares
|
$104,442
0.0% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
445
shares
|
$101,477
0.0% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
443
shares
|
$101,021
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
440
shares
|
$100,337
0.02% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
427
shares
|
$97,373
0.02% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
425
shares
|
$96,917
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
390
shares
|
$88,935
0.0% of portfolio
|
Q2 2025
Reduced 51.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
376
shares
|
$85,743
0.0% of portfolio
|
Q1 2025
Reduced 39.94%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
376
shares
|
$85,743
0.01% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
366
shares
|
$83,462
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
365
shares
|
$83,234
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
331
shares
|
$75,481
0.04% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
325
shares
|
$74,113
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
297
shares
|
$67,727
0.03% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
295
shares
|
$67,271
0.06% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
282
shares
|
$64,307
0.01% of portfolio
|
Q2 2025
Added 156.36%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
267
shares
|
$60,886
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
260
shares
|
$59,290
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
250
shares
|
$57,010
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
244
shares
|
$55,641
0.12% of portfolio
|
Q3 2025
Reduced 35.62%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
240
shares
|
$54,729
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
230
shares
|
$52,449
0.04% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
228
shares
|
$51,993
0.0% of portfolio
|
Q2 2022
Reduced 15.24%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
228
shares
|
$51,993
0.0% of portfolio
|
Q1 2022
Added 39.88%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
219
shares
|
$49,940
0.01% of portfolio
|
Q3 2025
Added 44.08%
|
|