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SPDR S&P Aerospace & Defense ETF (XAR) Institutional Ownership

SPDR S&P Aerospace & Defense ETF logo
$240.67 +2.57 (+1.08%)
Closing price 10/3/2025 04:10 PM Eastern
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$243.72 +3.05 (+1.27%)
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Institutional Ownership Changes (13F Filings) for SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR)

Number of
Institutional Buyers
(last 12 months)
280
Total
Institutional Inflows
(last 12 months)
$510.02M
Number of
Institutional Sellers
(last 12 months)
156
Total
Institutional Outflows
(last 12 months)
$157.86M
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XAR Institutional Buying and Selling by Quarter

SPDR S&P Aerospace & Defense ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2025 Hobart Private Capital LLC12,768$3M0.6%N/A0.071%
9/26/2025Corient Private Wealth LLC26,684$5.63M0.0%-7.4%0.148%
9/4/2025Osaic Holdings Inc.129,391$27.32M0.0%+21.0%0.718%
9/3/2025Q3 Asset Management4,729$999K0.4%+85.2%0.026%
8/29/2025Centaurus Financial Inc.12,452$2.63M0.2%+171.7%0.069%
8/27/2025Orion Porfolio Solutions LLC7,098$1.50M0.0%-14.4%0.039%
8/26/2025Thrivent Financial for Lutherans4,058$856K0.0%N/A0.023%
8/19/2025B. Riley Wealth Advisors Inc.8,594$1.81M0.1%N/A0.048%
8/19/2025Advisory Services Network LLC3,531$765K0.0%+24.9%0.020%
8/18/2025Tyler Stone Wealth Management1,180$249K0.0%N/A0.007%
8/18/2025Geneos Wealth Management Inc.482$102K0.0%+45.2%0.003%
8/18/2025Second Line Capital LLC1,131$239K0.1%N/A0.006%
8/15/2025Global View Capital Management LLC3,006$634K0.2%N/A0.017%
8/15/2025Corient Private Wealth LLC53,366$11.26M0.0%+85.3%0.296%
8/15/2025Equitable Holdings Inc.14,931$3.15M0.0%+9.5%0.083%
8/15/2025Chapman Financial Group LLC1,006$212K0.2%N/A0.006%
8/15/2025Captrust Financial Advisors3,172$669K0.0%+17.6%0.018%
8/15/2025Snowden Capital Advisors LLC6,790$1.43M0.0%+79.6%0.038%
8/15/2025Orion Porfolio Solutions LLC7,098$1.50M0.0%-14.4%0.039%
8/15/2025MML Investors Services LLC48,946$10.33M0.0%-20.2%0.272%
8/15/2025IHT Wealth Management LLC24,027$5.07M0.1%+22.3%0.133%
8/15/2025Great Valley Advisor Group Inc.6,193$1.31M0.0%+0.8%0.034%
8/15/2025EP Wealth Advisors LLC1,531$323K0.0%+8.4%0.008%
8/15/2025Curi Capital LLC5,876$1.24M0.0%+31.3%0.033%
8/15/2025BNP Paribas Financial Markets44,660$9.42M0.0%-51.0%0.248%
8/15/2025Bank of America Corp DE766,154$161.61M0.0%-5.9%4.252%
8/15/2025Ameriprise Financial Inc.112,705$23.76M0.0%+14.6%0.625%
8/14/2025MGB Wealth Management LLC9,399$1.98M0.7%-1.3%0.052%
8/14/2025Ausdal Financial Partners Inc.6,119$1.29M0.1%-28.5%0.034%
8/14/2025Raymond James Financial Inc.194,416$41.01M0.0%+15.6%1.079%
8/14/2025Darwin Wealth Management LLC202$43K0.0%N/A0.001%
8/14/2025Objective Capital Management LLC1,837$387K0.4%+2.8%0.010%
8/14/2025Main Street Financial Solutions LLC971$205K0.0%N/A0.005%
8/14/2025FWL Investment Management LLC849$179K0.1%+10.5%0.005%
8/14/2025NewEdge Advisors LLC16,757$3.54M0.0%+102.9%0.093%
8/14/2025CoreFirst Bank & Trust865$182K0.1%N/A0.005%
8/14/2025Gerber Kawasaki Wealth & Investment Management117,729$24.83M1.0%+8.8%0.653%
8/14/2025Obsidian Personal Planning Solutions LLC41,471$8.75M3.5%+2.4%0.230%
8/14/2025Ally Invest Advisors Inc.1,622$342K0.0%-7.5%0.009%
8/13/2025Gamco Investors INC. ET AL1,150$243K0.0%N/A0.006%
8/13/2025StoneX Group Inc.1,677$354K0.0%-20.7%0.009%
8/13/2025Gateway Wealth Partners LLC1,232$260K0.0%-18.8%0.007%
8/13/2025Brown Advisory Inc.16,509$3.48M0.0%-2.7%0.092%
8/13/2025Walleye Capital LLC2,791$589K0.0%N/A0.015%
8/13/2025Baird Financial Group Inc.2,026$427K0.0%-31.8%0.011%
8/13/2025Crescent Grove Advisors LLC1,107$233K0.0%N/A0.006%
8/13/2025EverSource Wealth Advisors LLC540$114K0.0%+30.8%0.003%
8/13/2025Groupe la Francaise404$85K0.0%N/A0.002%
8/13/2025OMERS ADMINISTRATION Corp2,800$590K0.0%-63.6%0.016%
8/13/2025Lido Advisors LLC40,249$8.49M0.0%+2.3%0.223%
8/13/2025Denver Wealth Management Inc.1,181$249K0.1%N/A0.007%
8/13/2025Level Four Advisory Services LLC1,786$377K0.0%+32.8%0.010%
8/13/2025Northwestern Mutual Wealth Management Co.35,316$7.45M0.0%+8.4%0.196%
8/12/2025J.W. Cole Advisors Inc.8,745$1.85M0.0%-8.4%0.049%
8/12/2025Steward Partners Investment Advisory LLC2,420$511K0.0%-33.1%0.013%
8/12/2025Global Retirement Partners LLC4,410$930K0.0%N/A0.024%
8/12/2025Tableaux LLC10,000$2.11M0.2%N/A0.055%
8/12/2025Franklin Resources Inc.2,903$612K0.0%+2.7%0.016%
8/12/2025Journey Strategic Wealth LLC1,210$255K0.0%-48.9%0.007%
8/12/2025MAI Capital Management1,966$415K0.0%-4.2%0.011%
8/12/2025JPMorgan Chase & Co.64,513$13.61M0.0%+49.4%0.358%
8/12/2025PKS Advisory Services LLC4,878$1.03M0.3%+254.0%0.027%
8/11/2025SFI Advisors LLC18,734$3.95M2.7%-6.7%0.106%
8/11/2025Y.D. More Investments Ltd17,000$3.58M0.2%+37.0%0.096%
8/11/2025Western Wealth Management LLC2,525$533K0.0%+7.2%0.014%
8/8/2025Rockefeller Capital Management L.P.16,229$3.42M0.0%-11.0%0.092%
8/8/2025Kingsview Wealth Management LLC62,720$13.23M0.2%-19.1%0.355%
8/8/2025Cetera Investment Advisers101,721$21.46M0.0%-17.9%0.576%
8/8/2025Creative Planning21,618$4.56M0.0%-3.3%0.122%
8/8/2025Meridian Wealth Management LLC3,270$690K0.0%+12.0%0.019%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC1,030$217K0.0%N/A0.006%
8/8/2025PNC Financial Services Group Inc.125,170$26.40M0.0%-6.4%0.708%
8/8/2025Advyzon Investment Management LLC6,087$1.28M0.3%N/A0.034%
8/7/2025Allworth Financial LP1,372$289K0.0%+122.4%0.008%
8/7/2025PFG Advisors1,394$294K0.0%+5.0%0.008%
8/7/2025Rathbones Group PLC1,342$283K0.0%-12.1%0.008%
8/6/2025Bryn Mawr Trust Advisors LLC1,939$409K0.0%-7.7%0.011%
8/6/2025Atlantic Union Bankshares Corp681$144K0.0%N/A0.004%
8/6/2025First Horizon Advisors Inc.3,325$701K0.0%-14.9%0.019%
8/6/2025Stonebridge Financial Planning Group LLC1,856$392K0.2%N/A0.011%
8/6/2025Moors & Cabot Inc.5,727$1.21M0.1%N/A0.032%
8/5/2025Beckerman Institutional LLC977$206K0.1%N/A0.006%
8/5/2025Verity Asset Management Inc.1,848$390K0.2%N/A0.010%
8/5/2025Bank of Montreal Can6,468$1.36M0.0%-5.8%0.037%
8/5/2025Meixler Investment Management Ltd.5,630$1.19M0.8%-13.7%0.032%
8/4/2025Crescent Sterling Ltd.1,204$254K0.3%N/A0.007%
8/4/2025Integrity Alliance LLC.2,223$469K0.0%+40.4%0.013%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,051$222K0.0%-16.5%0.006%
8/4/2025Kovack Advisors Inc.2,250$475K0.0%-21.4%0.013%
8/4/2025IFG Advisory LLC5,258$1.11M0.1%+22.9%0.030%
8/4/2025Pinnacle Associates Ltd.16,617$3.51M0.1%-4.3%0.094%
8/4/2025BLB&B Advisors LLC3,773$796K0.0%-2.6%0.021%
8/4/2025Savvy Advisors Inc.1,003$212K0.0%N/A0.006%
8/4/2025Keybank National Association OH1,014$214K0.0%N/A0.006%
8/4/2025Spire Wealth Management2,901$612K0.0%-15.3%0.016%
8/4/2025Arkadios Wealth Advisors2,217$468K0.0%+26.5%0.013%
8/4/2025World Investment Advisors9,736$2.05M0.0%-3.0%0.055%
8/4/2025Migdal Insurance & Financial Holdings Ltd.46,059$9.72M0.1%+433.6%0.256%
8/4/2025L.M. Kohn & Company1,029$217K0.1%N/A0.006%
8/1/2025Biltmore Family Office LLC450$95K0.0%+80.0%0.003%
(Data available from 1/1/2016 forward)

XAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XAR shares?

During the previous two years, 418 institutional investors and hedge funds held shares of SPDR S&P Aerospace & Defense ETF. The most heavily invested institutionals were LPL Financial LLC ($193.26M), Bank of America Corp DE ($161.61M), Raymond James Financial Inc. ($41.01M), Howard Capital Management Group LLC ($39.80M), Wells Fargo & Company MN ($39.62M), Envestnet Asset Management Inc. ($35.56M), and Affinity Wealth Management LLC ($33.95M).Learn more on SPDR S&P Aerospace & Defense ETF's institutional investors.

Which institutional investors have been buying SPDR S&P Aerospace & Defense ETF's stock?

Of the 365 institutional investors that purchased SPDR S&P Aerospace & Defense ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Picton Mahoney Asset Management ($1.10M), Scarborough Advisors LLC ($520.13K), Raymond James Financial Inc. ($327.80K), Wulff Hansen & CO. ($298.56K), LPL Financial LLC ($298.15K), Strategic Financial Concepts LLC ($205.79K), and Envestnet Asset Management Inc. ($196.89K).

How much institutional buying is happening at SPDR S&P Aerospace & Defense ETF?

Institutional investors have bought a total of 2,846,725 shares in the last 24 months. This purchase volume represents approximately $510.02M in transactions.

Which of SPDR S&P Aerospace & Defense ETF's major shareholders have been selling company stock?

Of the 156 institutional investors that sold SPDR S&P Aerospace & Defense ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: MML Investors Services LLC ($78.06K), BNP Paribas Financial Markets ($71.45K), Envestnet Asset Management Inc. ($65.28K), Bank of America Corp DE ($48.44K), Cumberland Advisors Inc. ($46.14K), Royal Bank of Canada ($45.39K), and Focus Partners Wealth ($43.81K).

How much institutional selling is happening at SPDR S&P Aerospace & Defense ETF?

Institutional investors have sold a total of 887,775 shares in the last 24 months. This volume of shares sold represents approximately $157.86M in transactions.



This page (NYSEARCA:XAR) was last updated on 10/6/2025 by MarketBeat.com Staff
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