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

SPDR S&P Aerospace & Defense ETF logo
$283.79 +6.81 (+2.46%)
As of 06/30/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
380
Total
Institutional Inflows
(last 12 months)
$840.21M
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$208.39M
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XAR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/27/2026Security 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%
5/19/2026Sonoma 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%
5/14/2026Renaissance Technologies LLC1,600$406K0.0%-38.5%0.007%
5/14/2026Greenline Wealth Management LLC2,363$600K0.7%N/A0.010%
5/14/2026American 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%
5/6/2026Independent 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%
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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%
5/4/2026HBW 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%
5/4/2026First 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%
5/1/2026Sequoia 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%
4/30/2026CFS 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%
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%
4/27/2026Private Advisor Group LLC27,085$6.88M0.0%+5.8%0.119%
4/27/2026Y Intercept Hong Kong Ltd5,794$1.47M0.0%N/A0.025%
4/27/2026Sound Income Strategies LLC924$240K0.0%-4.1%0.004%
4/25/2026Stevens Capital Partners888$226K0.1%N/A0.004%
4/24/2026Root Financial Partners LLC1,535$390K0.0%-5.9%0.007%
4/24/2026Horizon Wealth Management LLC65,645$16.67M2.4%+207.5%0.288%
4/24/2026Barnes Pettey Financial Advisors LLC1,919$487K0.2%N/A0.008%
4/24/2026Keystone Global Partners LLC10,255$2.61M1.2%-25.9%0.045%
4/23/2026Powell Investment Advisors LLC5,020$1.28M0.4%+54.0%0.022%
4/23/2026Flagstar Advisors Inc.6,195$1.57M0.6%-6.1%0.027%
4/23/2026Formidable Asset Management LLC5,298$1.28M0.2%+40.9%0.023%
4/22/2026Janney Montgomery Scott LLC39,266$9.97M0.0%+0.5%0.172%
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4/22/2026Onyx Bridge Wealth Group LLC2,870$729K0.1%+25.9%0.013%
4/22/2026Larry Mathis Financial Planning LLC3,855$979K0.9%-26.3%0.017%
4/22/2026WT Wealth Management793$201K0.1%N/A0.003%
4/21/2026Maridea Wealth Management LLC4,999$1.27M0.2%-29.4%0.022%
4/21/2026Pinnacle Wealth Management Advisory Group LLC2,322$590K0.0%+2.0%0.010%
4/21/2026OLD National Bancorp IN4,115$1.05M0.0%-14.0%0.018%
4/20/2026Kestra Private Wealth Services LLC12,906$3.28M0.0%-0.7%0.057%
4/20/2026Chatterton & Associates Inc.821$221K0.2%N/A0.004%
4/20/2026Blue Trust Inc.1,128$287K0.0%-5.8%0.005%
4/20/2026RFG Advisory LLC1,578$401K0.0%N/A0.007%


XAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 513 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 472 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 ($205.98K), Strategic Financial Concepts LLC ($205.17K), and Quadrature Capital Ltd ($195.73K).

Institutional investors have bought a total of 3,599,320 shares in the last 24 months. This purchase volume represents approximately $840.21M in transactions.

Of the 184 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), Buska Wealth Management LLC ($33.91K), and Cetera Investment Advisers ($33.27K).

Institutional investors have sold a total of 899,494 shares in the last 24 months. This volume of shares sold represents approximately $208.39M in transactions.


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This page (NYSEARCA:XAR) was last updated on 7/1/2026 by MarketBeat.com Staff.
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