Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free XAR Stock Alerts

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

SPDR S&P Aerospace & Defense ETF logo
$264.91 +5.60 (+2.16%)
As of 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
369
Total
Institutional Inflows
(last 12 months)
$747.20M
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$206.49M
Get XAR Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P Aerospace & Defense ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XAR Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Buska Wealth Management LLC12,076$3.43M1.2%-28.2%0.053%
7/10/2026 Clarus Wealth Advisors10,057$2.75M1.1%+8.0%0.044%
7/10/2026 Spinnaker Investment Group LLC11,274$3.20M0.5%+7.0%0.050%
7/10/2026 Sage Capital Advisors llc1,750$497K0.1%-12.5%0.008%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,788$507K0.1%-2.0%0.008%
7/10/2026 Wealthcare Advisory Partners LLC1,411$401K0.0%+3.2%0.006%
7/9/2026 Kraft Davis & Associates LLC6,082$1.66M0.3%+14.3%0.027%
7/9/2026 World Equity Group Inc.1,192$338K0.1%N/A0.005%
7/9/2026 Focus Financial Network Inc.3,140$891K0.0%+5.6%0.014%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.570$162K0.1%+133.6%0.003%
7/8/2026 Foresight Capital Management Advisors Inc.1,480$420K0.2%-10.0%0.006%
7/8/2026 Teamwork Financial Advisors LLC84,616$24.01M2.2%+13.0%0.372%
7/8/2026 Sonoma Allocations LLC1,315$381K0.1%-31.7%0.006%
7/8/2026 OFS Enterprise LLC774$220K0.1%N/A0.003%
7/8/2026 Mallini Complete Financial Planning LLC779$221K0.2%N/A0.003%
7/8/2026 Evanson Financial LLC1,042$296K0.0%N/A0.005%
7/7/2026 Dynamic Advisor Solutions LLC1,495$424K0.0%+13.3%0.007%
7/7/2026 CoreCap Advisors LLC33,083$9.39M0.3%-21.2%0.145%
7/7/2026 Pacific Excel Wealth Advisors Inc.1,109$315K0.1%N/A0.005%
7/6/2026 Hobart Private Capital LLC17,531$4.98M0.9%+22.1%0.077%
7/6/2026 Somerset Trust Co2,442$693K0.2%-2.2%0.011%
7/2/2026 Silverleafe Capital Partners LLC15,543$4.41M1.2%N/A0.068%
6/18/2026Western Wealth Management LLC7,988$2.03M0.1%+181.9%0.035%
6/3/2026NewEdge Advisors LLC19,686$5M0.0%+21.8%0.086%
5/27/2026 Security Financial Services INC.5,244$1.33M0.2%-3.9%0.023%
5/26/2026Glenmede Trust Co. NA119$30K0.0%N/A0.001%
5/22/2026Segall Bryant & Hamill LLC1,025$284K0.0%N/A0.004%
5/20/2026Norris Financial Group LLC16,373$4.16M1.4%N/A0.072%
5/19/2026Western Wealth Management LLC7,988$2.03M0.1%+181.9%0.035%
5/19/2026 Sonoma Allocations LLC1,924$499K0.2%+24.0%0.008%
5/19/2026NewEdge Advisors LLC18,836$4.78M0.1%+16.5%0.082%
5/19/2026Bank of America Corp DE848,721$215.56M0.0%+5.6%3.709%
5/19/2026Centaurus Financial Inc.17,732$4.50M0.2%+66.5%0.078%
5/19/2026Arkadios Wealth Advisors2,439$619K0.0%+4.7%0.011%
5/18/2026Sunbelt Securities Inc.360$91K0.0%+380.0%0.002%
5/18/2026Royal Bank of Canada173,149$43.98M0.0%+19.2%0.757%
5/18/2026Evercore Wealth Management LLC5,863$1.49M0.0%+62.1%0.026%
5/16/2026Quantinno Capital Management LP3,613$918K0.0%+77.2%0.016%
5/15/2026Gateway Wealth Partners LLC3,850$978K0.0%+93.2%0.017%
5/15/2026Waverly Advisors LLC24,150$6.13M0.0%-2.5%0.106%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
5/14/2026Renaissance Technologies LLC1,600$406K0.0%-38.5%0.007%
5/14/2026Greenline Wealth Management LLC2,363$600K0.7%N/A0.010%
5/14/2026 American Financial Advisors LLC10,593$2.69M0.4%-2.8%0.046%
5/14/2026Lido Advisors LLC16,103$4.09M0.0%-59.7%0.070%
5/13/2026Cetera Investment Advisers139,644$35.47M0.0%+14.2%0.610%
5/13/2026Signature Equity Partners LLC3,640$925K0.5%+47.7%0.016%
5/12/2026Marin Bay Wealth Advisors LLC1,856$471K0.1%N/A0.008%
5/12/2026Insight Advisors LLC PA789$200K0.0%N/A0.003%
5/8/2026Pacific Sun Financial Corp17,910$4.55M2.2%+0.3%0.078%
5/8/2026PNC Financial Services Group Inc.140,175$35.60M0.0%+8.9%0.613%
5/7/2026Florida Financial Advisors LLC3,374$857K0.2%+102.8%0.015%
5/7/2026Scarborough Advisors LLC4,281$1.09M0.1%+456.0%0.019%
5/7/2026Crescent Grove Advisors LLC1,761$447K0.0%+34.4%0.008%
5/6/2026Annis Gardner Whiting Capital Advisors LLC319$81K0.0%N/A0.001%
5/6/2026Quadrant Private Wealth Management LLC3,142$798K0.1%+3.3%0.014%
5/6/2026Bartlett & CO. Wealth Management LLC502$128K0.0%N/A0.002%
5/6/2026NovaPoint Capital LLC15,552$3.95M1.0%+4.0%0.068%
5/6/2026PeakShares LLC930$236K0.2%N/A0.004%
5/6/2026Avalon Trust Co1,055$268K0.0%-48.2%0.005%
5/6/2026 Independent Financial Group LLC3,212$816K0.0%N/A0.014%
5/5/2026Wealthfront Advisers LLC33,116$8.41M0.0%+23.0%0.145%
5/5/2026D.A. Davidson & CO.16,027$4.07M0.0%+3.5%0.070%
5/5/2026Geneos Wealth Management Inc.536$136K0.0%+61.4%0.002%
5/5/2026Harel Insurance Investments & Financial Services Ltd.532$135K0.0%N/A0.002%
5/5/2026NFSG Corp434$110K0.0%-30.8%0.002%
5/5/2026Sanctuary Advisors LLC25,806$6.55M0.0%+78.5%0.113%
5/5/2026Wealthgarden F.S. LLC1,032$262K0.2%+5.8%0.005%
5/4/2026Retirement Planning Group LLC10,827$2.75M0.1%+27.2%0.047%
5/4/2026Bryn Mawr Trust Advisors LLC1,768$449K0.0%-16.5%0.008%
5/4/2026 HBW Advisory Services LLC26,679$6.78M0.7%+431.3%0.117%
5/4/2026Northland Securities Inc.5,633$1.43M1.4%+3.0%0.025%
5/4/2026NWF Advisory Services Inc.1,711$435K0.0%+13.5%0.007%
5/4/2026 First Growth Capital LLC4,799$1.25M1.1%+2.5%0.021%
5/4/2026Y.D. More Investments Ltd28,910$7.24M0.3%+14.8%0.126%
5/4/2026Innealta Capital LLC15,234$3.87M2.4%N/A0.067%
5/2/2026CAP Partners LLC2,547$647K0.4%+49.8%0.011%
5/2/2026International Assets Investment Management LLC1,275$331K0.0%-68.9%0.006%
5/2/2026Diversify Wealth Management LLC907$227K0.0%N/A0.004%
5/2/2026Valmark Advisers Inc.918$233K0.0%N/A0.004%
5/2/2026Gables Capital Management Inc.241$61K0.0%+131.7%0.001%
5/1/2026Fifth Third Bancorp6,424$1.63M0.0%N/A0.028%
5/1/2026Sovran Advisors LLC1,852$480K0.0%N/A0.008%
5/1/2026TSA Wealth Managment LLC1,579$401K0.1%+47.7%0.007%
5/1/2026Avid Wealth Partners LLC4,089$1.04M0.5%-4.8%0.018%
5/1/2026 Sequoia Financial Advisors LLC6,167$1.57M0.0%-5.3%0.027%
5/1/2026Mascoma Wealth Management LLC1,071$272K0.1%-4.5%0.005%
4/30/2026Kestra Advisory Services LLC30,227$7.68M0.0%+32.4%0.132%
4/30/2026Money Concepts Capital Corp4,681$1.19M0.1%+12.6%0.020%
4/30/2026 CFS Investment Advisory Services LLC2,468$682K0.0%N/A0.011%
4/29/2026Southern Capital Services Inc. ADV25,101$6.38M4.1%-11.1%0.110%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
4/29/2026Warner Group LLC31,938$8.11M5.3%+5.7%0.139%
4/29/2026Meitav Investment House Ltd.39,305$9.98M0.1%-11.8%0.172%
4/28/2026Nvest Financial LLC8,251$2.10M0.8%N/A0.036%
4/28/2026Fortune 45 LLC11,417$2.90M1.4%N/A0.050%
4/28/2026Ascentis Independent Advisors500$127K0.0%N/A0.002%
4/28/2026Core Wealth Advisors LLC927$235K0.2%-86.9%0.004%
4/28/2026Cumberland Advisors Inc.73,747$18.73M7.3%-3.0%0.323%
4/28/2026WBH Advisory Inc.4,704$1.22M0.1%-4.8%0.021%
4/27/2026HB Wealth Management LLC2,789$708K0.0%+36.4%0.012%
4/27/2026Turtle Creek Wealth Advisors LLC110$28K0.0%N/A0.000%


XAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 518 institutional investors and hedge funds held shares of SPDR S&P Aerospace & Defense ETF. The most heavily invested institutionals were LPL Financial LLC ($310.45M), Bank of America Corp DE ($215.56M), Morgan Stanley ($168.40M), Wells Fargo & Company MN ($87.73M), Raymond James Financial Inc. ($58.77M), CWM LLC ($49.86M), and UBS Group AG ($49.79M).Learn more on SPDR S&P Aerospace & Defense ETF's institutional investors.

Of the 475 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: Corient Private Wealth LLC ($514.43K), Raymond James Financial Inc. ($383.51K), Wulff Hansen & CO. ($298.56K), LPL Financial LLC ($266.58K), CWM LLC ($205.60K), Strategic Financial Concepts LLC ($205.17K), and Quadrature Capital Ltd ($195.73K).

Institutional investors have bought a total of 3,145,842 shares in the last 24 months. This purchase volume represents approximately $747.20M in transactions.

Of the 183 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: Quadrature Capital Ltd ($186.21K), Envestnet Asset Management Inc. ($58.32K), Bank of America Corp DE ($48.44K), BNP Paribas Financial Markets ($46.45K), Breakthru Advisory Services LLC ($34.52K), Cetera Investment Advisers ($33.27K), and Horizon Wealth Management LLC ($30.02K).

Institutional investors have sold a total of 885,353 shares in the last 24 months. This volume of shares sold represents approximately $206.49M in transactions.


Related Companies

This page (NYSEARCA:XAR) was last updated on 7/21/2026 by MarketBeat.com Staff.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Elon’s new "tollbooth"
The SpaceX IPO was valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong ...
Weiss Ratings | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel