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

SPDR S&P Aerospace & Defense ETF logo
$212.04 +2.30 (+1.10%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$212.40 +0.36 (+0.17%)
As of 07/11/2025 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR)

Number of
Institutional Buyers
(last 12 months)
234
Total
Institutional Inflows
(last 12 months)
$410.07M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$112.65M
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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
7/11/2025Annex Advisory Services LLC1,008$213K0.0%N/A0.006%
7/11/2025Farther Finance Advisors LLC1,751$369K0.0%-16.1%0.010%
7/11/2025SeaCrest Wealth Management LLC15,107$3.19M0.3%-6.9%0.088%
7/10/2025 Worth Asset Management LLC5,252$1.11M0.5%N/A0.030%
7/10/2025 HF Advisory Group LLC1,223$258K0.1%-7.3%0.007%
7/10/2025 Redhawk Wealth Advisors Inc.1,905$402K0.1%-19.5%0.011%
7/10/2025 Wealth Enhancement Advisory Services LLC31,297$6.54M0.0%+211.4%0.182%
7/10/2025 American Financial Advisors LLC14,258$3.01M0.4%-3.5%0.083%
7/10/2025 Focus Financial Network Inc.2,577$544K0.0%-18.4%0.015%
7/9/2025 Fiduciary Alliance LLC2,420$510K0.0%N/A0.014%
7/9/2025 Clarus Wealth Advisors9,586$2.00M0.9%-3.7%0.056%
7/9/2025 Reyes Financial Architecture Inc.267$56K0.0%+34.2%0.002%
7/8/2025 Rise Advisors LLC364$77K0.0%+19.0%0.002%
7/8/2025 NBC Securities Inc.4,406$929K0.1%+8.7%0.026%
7/7/2025 Somerset Trust Co2,361$498K0.2%+73.9%0.014%
7/7/2025 Roxbury Financial LLC294$62K0.1%+63.3%0.002%
7/7/2025 Nova Wealth Management Inc.2,472$521K0.4%-21.5%0.014%
7/2/2025 HBW Advisory Services LLC6,795$1.43M0.2%+497.6%0.040%
5/29/2025 Nova Wealth Management Inc.3,148$506K0.4%-3.3%0.019%
5/22/2025WBI Investments LLC3,519$565K0.1%-76.1%0.022%
5/20/2025Focus Partners Wealth46,414$7.46M0.0%-48.6%0.286%
5/20/2025Integrity Alliance LLC.1,583$254K0.0%N/A0.010%
5/19/2025Jane Street Group LLC18,380$2.95M0.0%+10.0%0.113%
5/16/2025Empowered Funds LLC9,846$1.58M0.0%N/A0.061%
5/16/2025Arete Wealth Advisors LLC1,395$224K0.0%-6.5%0.009%
5/16/2025Signature Estate & Investment Advisors LLC10,689$1.72M0.0%+2.8%0.066%
5/16/2025Ashton Thomas Private Wealth LLC3,813$613K0.0%+17.3%0.023%
5/16/2025Goldman Sachs Group Inc.157,397$25.29M0.0%-0.5%0.931%
5/16/2025Jones Financial Companies Lllp1,533$246K0.0%-87.2%0.009%
5/16/2025Obsidian Personal Planning Solutions LLC40,511$6.93M3.1%+11.5%0.249%
5/16/2025NewEdge Advisors LLC8,257$1.33M0.0%+0.8%0.051%
5/16/2025Integrated Wealth Concepts LLC10,732$1.72M0.0%+21.2%0.066%
5/16/2025Curi RMB Capital LLC4,474$719K0.0%-24.4%0.028%
5/15/2025EP Wealth Advisors LLC1,413$227K0.0%-4.6%0.009%
5/15/2025Royal Bank of Canada105,773$17.00M0.0%+16.2%0.651%
5/15/2025MAI Capital Management2,053$330K0.0%-9.8%0.013%
5/15/2025Baird Financial Group Inc.2,971$477K0.0%-5.0%0.018%
5/15/2025TD Capital Management LLC180$29K0.0%N/A0.001%
5/15/2025Gerber Kawasaki Wealth & Investment Management108,162$17.38M0.8%+0.4%0.666%
5/15/2025OMERS ADMINISTRATION Corp7,700$1.23M0.0%N/A0.047%
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5/14/2025PKS Advisory Services LLC1,378$221K0.1%+7.2%0.008%
5/14/2025Potomac Fund Management Inc. ADV1,507$240K0.2%-16.6%0.009%
5/14/2025Comerica Bank1,709$275K0.0%-13.5%0.011%
5/14/2025Freedom Investment Management Inc.5,667$911K0.1%N/A0.035%
5/14/2025Ally Invest Advisors Inc.1,753$282K0.0%-3.3%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.32,573$5.23M0.0%+44.9%0.200%
5/14/2025Kestra Advisory Services LLC18,188$2.92M0.0%+5.1%0.112%
5/14/2025Summit Financial LLC9,102$1.46M0.0%+12.7%0.056%
5/14/2025Joseph P. Lucia & Associates LLC1,313$211K0.1%-12.8%0.008%
5/13/2025SFI Advisors LLC20,076$3.23M2.4%-2.0%0.126%
5/13/2025Keystone Global Partners LLC7,304$1.17M0.8%N/A0.046%
5/13/2025Raymond James Financial Inc.168,110$27.01M0.0%+26.0%1.054%
5/13/2025Trivium Point Advisory LLC10,457$1.68M0.2%-2.7%0.066%
5/13/2025Kovitz Investment Group Partners LLC5,181$832K0.0%+85.2%0.032%
5/13/2025Rathbones Group PLC1,527$245K0.0%N/A0.010%
5/13/2025HighTower Advisors LLC16,800$2.70M0.0%+17.3%0.105%
5/12/2025Meridian Wealth Management LLC2,920$469K0.0%-3.3%0.018%
5/12/2025Zions Bancorporation National Association UT200$32K0.0%N/A0.001%
5/12/2025Founders Financial Alliance LLC3,810$612K0.1%+23.1%0.024%
5/12/2025National Bank of Canada FI812$131K0.0%+18.2%0.005%
5/12/2025WBH Advisory Inc.6,332$1.02M0.1%+39.4%0.040%
5/12/2025Y.D. More Investments Ltd12,410$1.99M0.2%+969.8%0.078%
5/9/2025Evolution Wealth Advisors LLC2,485$399K0.1%+31.8%0.016%
5/9/2025Atria Wealth Solutions Inc.25,477$4.09M0.0%+18.7%0.160%
5/9/2025Commonwealth Equity Services LLC150,743$24.22M0.0%+12.5%0.945%
5/9/2025Blair William & Co. IL1,635$263K0.0%+3.6%0.010%
5/9/2025Avalon Trust Co1,280$206K0.0%N/A0.008%
5/9/2025Cumberland Advisors Inc.111,149$17.86M8.1%-23.0%0.697%
5/9/2025PNC Financial Services Group Inc.133,766$21.50M0.0%-10.0%0.839%
5/8/2025IFG Advisory LLC4,277$687K0.0%+7.4%0.027%
5/8/2025Brentview Investment Management LLC200$32K0.0%N/A0.001%
5/8/2025Arkadios Wealth Advisors1,752$281K0.0%+6.8%0.011%
5/8/2025First Foundation Advisors2,330$374K0.0%-6.4%0.015%
5/7/2025Picton Mahoney Asset Management200$32K0.0%-33.3%0.001%
5/7/2025Maridea Wealth Management LLC8,077$1.30M0.4%+95.3%0.051%
5/7/2025Sterling Investment Advisors Ltd.2,840$456K0.1%N/A0.018%
5/7/2025LPL Financial LLC1,202,709$193.26M0.1%+1.0%7.540%
5/6/2025Cetera Investment Advisers123,963$19.92M0.0%+47.0%0.777%
5/6/2025Journey Strategic Wealth LLC2,368$381K0.0%+40.3%0.015%
5/6/2025Pinnacle Associates Ltd.17,357$2.79M0.0%-0.4%0.109%
5/6/2025AE Wealth Management LLC1,100$177K0.0%+15.9%0.007%
5/6/2025Wedbush Securities Inc.1,752$282K0.0%+11.8%0.011%
5/6/2025WESPAC Advisors SoCal LLC35,475$5.70M1.5%+8.9%0.222%
5/6/2025PFG Advisors1,328$213K0.0%N/A0.008%
5/5/2025Chancellor Financial Group WB LP1,660$267K0.2%N/A0.010%
5/5/2025Blue Bell Private Wealth Management LLC1,281$206K0.0%N/A0.008%
5/5/2025J.W. Cole Advisors Inc.9,545$1.53M0.0%+157.6%0.060%
5/5/2025IFP Advisors Inc7,494$1.21M0.0%+9.7%0.047%
5/5/2025Private Advisor Group LLC21,649$3.48M0.0%-1.0%0.136%
5/5/2025FLC Capital Advisors36,713$5.90M1.3%+0.9%0.230%
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5/5/2025Migdal Insurance & Financial Holdings Ltd.8,632$1.39M0.0%-59.2%0.054%
5/2/2025Kingsview Wealth Management LLC77,496$12.45M0.2%+1.7%0.486%
5/2/2025Wealthgarden F.S. LLC1,566$252K0.2%N/A0.010%
5/2/2025Wealthfront Advisers LLC15,809$2.54M0.0%-0.5%0.099%
5/2/2025Signaturefd LLC804$129K0.0%-33.2%0.005%
5/1/2025 Reyes Financial Architecture Inc.199$32K0.0%N/A0.001%
5/1/2025CWM LLC3,025$486K0.0%+89.3%0.019%
5/1/2025Q3 Asset Management2,553$410K0.3%N/A0.016%
5/1/2025 American Financial Advisors LLC14,772$2.37M0.3%-1.3%0.093%
5/1/2025Fifth Third Securities Inc.7,578$1.22M0.1%+200.1%0.048%
(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, 377 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 ($134.47M), Wells Fargo & Company MN ($39.62M), Envestnet Asset Management Inc. ($36.26M), Howard Capital Management Group LLC ($30.11M), Raymond James Financial Inc. ($27.01M), and Goldman Sachs Group Inc. ($25.29M).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 324 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), LPL Financial LLC ($317.60K), Raymond James Financial Inc. ($301.50K), Wulff Hansen & CO. ($298.56K), Strategic Financial Concepts LLC ($205.79K), and Envestnet Asset Management Inc. ($198.32K).

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

Institutional investors have bought a total of 2,585,443 shares in the last 24 months. This purchase volume represents approximately $410.07M in transactions.

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

Of the 125 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 ($65.69K), Cumberland Advisors Inc. ($46.14K), Royal Bank of Canada ($45.39K), Focus Partners Wealth ($43.81K), JPMorgan Chase & Co. ($43.22K), LPL Financial LLC ($32.75K), and Retirement Planning Group LLC ($29.27K).

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

Institutional investors have sold a total of 710,802 shares in the last 24 months. This volume of shares sold represents approximately $112.65M in transactions.



This page (NYSEARCA:XAR) was last updated on 7/13/2025 by MarketBeat.com Staff
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