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

SPDR S&P Aerospace & Defense ETF logo
$238.32 -3.68 (-1.52%)
As of 03:48 PM Eastern
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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)
287
Total
Institutional Inflows
(last 12 months)
$525.45M
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$152.17M
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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
10/16/2025Trust Co. of Toledo NA OH1,959$460K0.0%+2.6%0.010%
10/16/2025Foresight Capital Management Advisors Inc.1,591$374K0.2%N/A0.008%
10/15/2025CWM LLC7,466$1.75M0.0%+66.5%0.039%
10/15/2025Iams Wealth Management LLC1,867$439K0.2%N/A0.010%
10/15/2025Brookstone Capital Management3,122$734K0.0%+41.6%0.016%
10/15/2025Private Trust Co. NA1,097$258K0.0%+15.1%0.006%
10/15/2025Chatham Capital Group Inc.3,055$718K0.1%N/A0.016%
10/15/2025Enclave Advisors LLC125,528$29.49M4.5%+16.9%0.660%
10/14/2025 OLD National Bancorp IN5,654$1.33M0.0%-2.4%0.030%
10/14/2025 Farther Finance Advisors LLC649$152K0.0%-62.9%0.003%
10/14/2025 LongView Wealth Management863$203K0.1%N/A0.005%
10/14/2025 Somerset Trust Co2,453$576K0.2%+3.9%0.013%
10/10/2025 Fifth Third Securities Inc.6,989$1.64M0.1%+82.5%0.037%
10/10/2025 Spinnaker Investment Group LLC9,950$2.34M0.4%+79.9%0.053%
10/10/2025 RoundAngle Advisors LLC5,846$1.37M1.1%+0.9%0.031%
10/10/2025 Cyndeo Wealth Partners LLC5,094$1.20M0.1%-0.9%0.027%
10/10/2025 Focus Financial Network Inc.8,112$1.91M0.1%+214.8%0.043%
10/9/2025 L. Roy Papp & Associates LLP923$217K0.0%N/A0.005%
10/9/2025 U.S. Capital Wealth Advisors LLC2,802$658K0.0%-10.4%0.015%
10/9/2025 Redhawk Wealth Advisors Inc.1,775$417K0.0%-6.8%0.009%
10/9/2025 Dynamic Advisor Solutions LLC1,054$248K0.0%+4.4%0.006%
10/8/2025 Sheets Smith Investment Management1,484$349K0.2%N/A0.008%
10/8/2025 Armstrong Advisory Group Inc.23,878$5.61M0.4%+4,096.5%0.128%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.244$57K0.1%-35.6%0.001%
10/7/2025 Nova Wealth Management Inc.2,298$540K0.4%-7.0%0.012%
10/6/2025 HF Advisory Group LLC1,091$256K0.1%-10.8%0.006%
10/6/2025 Clarus Wealth Advisors9,383$2.26M1.0%-2.1%0.050%
10/6/2025 Nilsine Partners LLC1,020$240K0.0%N/A0.005%
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%
(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, 425 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 371 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 2,910,435 shares in the last 24 months. This purchase volume represents approximately $525.45M in transactions.

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

Of the 155 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), Royal Bank of Canada ($45.39K), Focus Partners Wealth ($43.81K), and JPMorgan Chase & Co. ($43.22K).

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

Institutional investors have sold a total of 850,472 shares in the last 24 months. This volume of shares sold represents approximately $152.17M in transactions.



This page (NYSEARCA:XAR) was last updated on 10/16/2025 by MarketBeat.com Staff
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