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 490 institutions that hold shares in the stock, with a total of 8.14 Million shares, which have been reported (via 13F filing form) to have a value of $1.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
3,500
shares
|
$828,695
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,452
shares
|
$817,330
0.0% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
3,367
shares
|
$797,204
0.19% of portfolio
|
Q3 2025
Added 26.58%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
3,366
shares
|
$796,967
0.56% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,325
shares
|
$787,260
0.02% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
3,270
shares
|
$774,237
0.03% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,260
shares
|
$771,870
0.28% of portfolio
|
Q3 2025
Added 38.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,228
shares
|
$764,293
0.0% of portfolio
|
Q3 2025
Reduced 49.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,172
shares
|
$751,034
0.0% of portfolio
|
Q2 2025
Added 17.61%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
3,152
shares
|
$746,299
0.39% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,146
shares
|
$744,878
0.0% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
3,122
shares
|
$739,195
0.01% of portfolio
|
Q3 2025
Added 41.59%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
3,080
shares
|
$729,251
0.18% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
3,055
shares
|
$723,332
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,050
shares
|
$722,148
0.07% of portfolio
|
Q2 2023
Reduced 4.69%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
3,025
shares
|
$716,229
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,001
shares
|
$710,546
0.03% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
3,000
shares
|
$710,310
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
2,869
shares
|
$679,293
0.41% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,849
shares
|
$674,557
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,802
shares
|
$663,429
0.02% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
2,800
shares
|
$662,956
0.0% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
2,791
shares
|
$660,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,786
shares
|
$659,641
0.02% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,712
shares
|
$642,120
0.01% of portfolio
|
Q3 2025
Reduced 8.56%
|