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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
2,098
shares
|
$339,435
0.02% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,088
shares
|
$337,817
0.01% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,083
shares
|
$337,008
0.06% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
2,010
shares
|
$325,197
0.16% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,005
shares
|
$324,388
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
2,000
shares
|
$323,580
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
1,992
shares
|
$322,285
0.02% of portfolio
|
Q4 2024
Added 12.48%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,983
shares
|
$320,829
0.0% of portfolio
|
Q1 2024
Reduced 68.89%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,975
shares
|
$319,535
0.0% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,973
shares
|
$319,211
0.0% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,937
shares
|
$313,387
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,932
shares
|
$312,578
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
1,909
shares
|
$308,857
0.04% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$307,401
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
1,885
shares
|
$304,974
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,885
shares
|
$304,974
0.05% of portfolio
|
Q2 2024
Added 8.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,866
shares
|
$301,900
0.01% of portfolio
|
Q2 2020
Reduced 6.0%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,866
shares
|
$301,900
0.15% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,826
shares
|
$295,428
0.01% of portfolio
|
Q2 2024
Added 13.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,819
shares
|
$294,296
0.0% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
1,816
shares
|
$293,810
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,812
shares
|
$293,163
0.03% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
1,806
shares
|
$292,192
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,787
shares
|
$289,118
0.17% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,767
shares
|
$285,882
0.0% of portfolio
|
Q4 2024
Added 0.97%
|