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 $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,922
shares
|
$796,330
0.2% of portfolio
|
Q4 2024
Added 48.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,862
shares
|
$786,622
0.02% of portfolio
|
Q4 2024
Added 64.87%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
4,581
shares
|
$741,159
0.4% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
4,542
shares
|
$734,850
0.07% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
4,480
shares
|
$724,819
0.11% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
4,136
shares
|
$669,163
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
4,120
shares
|
$666,574
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,063
shares
|
$657,352
0.38% of portfolio
|
Q3 2024
Reduced 48.41%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
3,982
shares
|
$644,247
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
3,908
shares
|
$632,275
0.02% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
3,879
shares
|
$627,583
0.15% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
3,868
shares
|
$625,803
0.05% of portfolio
|
Q4 2024
Added 31.07%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
3,805
shares
|
$615,610
0.49% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
3,721
shares
|
$602,020
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
3,705
shares
|
$599,431
0.03% of portfolio
|
Q4 2024
Added 21.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,663
shares
|
$592,636
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
3,654
shares
|
$591,180
0.02% of portfolio
|
Q4 2024
Added 16.74%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,574
shares
|
$578,237
0.93% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,531
shares
|
$571,280
0.0% of portfolio
|
Q1 2024
Added 31.22%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
3,500
shares
|
$566,265
0.1% of portfolio
|
Q2 2021
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,450
shares
|
$558,175
0.02% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
3,362
shares
|
$543,937
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
3,353
shares
|
$542,481
0.04% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
3,353
shares
|
$542,481
0.33% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,339
shares
|
$540,216
0.04% of portfolio
|
Q4 2024
New holding
|