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

SPDR S&P Aerospace & Defense ETF logo
$254.49 -2.03 (-0.79%)
As of 10:16 AM 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)
347
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$150.32M
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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
8/27/2026 Corient Private Wealth LP25,011$7.10M0.0%+10.5%0.111%
8/23/2026 Ameritas Advisory Services LLC10,443$2.96M0.1%+131.7%0.046%
8/23/2026 Kintra Wealth LLC1,053$307K0.0%-21.2%0.005%
8/23/2026 PCG Wealth Advisors LLC1,795$509K0.1%+12.5%0.008%
8/23/2026 Anson Capital Inc.7,221$2.05M1.4%+1.5%0.032%
8/23/2026 HB Wealth Management LLC2,955$839K0.0%+6.0%0.013%
8/23/2026 Nvest Financial LLC8,015$2.28M0.7%-2.9%0.035%
8/22/2026 Advisory Solutions Group LLC2,102$596K0.2%N/A0.009%
8/22/2026 Compass Financial Management LLC436$124K0.0%N/A0.002%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC35,536$10.09M3.5%N/A0.157%
8/22/2026 Timbuktu Capital Management LLC100$28K0.0%N/A0.000%
8/22/2026 ZEGA Investments LLC7,239$2.05M0.2%+32.6%0.032%
8/22/2026 NWF Advisory Services Inc.1,761$500K0.0%+2.9%0.008%
8/22/2026 TD Waterhouse Canada Inc.1,725$492K0.0%+4.9%0.008%
8/22/2026 Kickstand Ventures LLC.1,120$318K0.1%N/A0.005%
8/22/2026 Concurrent Investment Advisors LLC2,446$694K0.0%+27.4%0.011%
8/21/2026 Kraft Davis & Associates LLC6,082$1.66M0.3%+14.3%0.027%
8/21/2026 Coppell Advisory Solutions LLC2,006$569K0.1%N/A0.009%
8/21/2026 Sound Financial Strategies Group LLC3,959$1.12M0.7%+2.7%0.018%
8/21/2026 Acorn Wealth Advisors LLC7,535$2.14M0.5%+694.8%0.033%
8/21/2026 Investors Research Corp164$47K0.0%+105.0%0.001%
8/21/2026 Triumph Capital Management202$57K0.0%+1,920.0%0.001%
8/21/2026 Rinkey Investments71,130$20.19M4.5%N/A0.314%
8/20/2026 First PREMIER Bank833$236K0.0%N/A0.004%
8/20/2026 Proficio Capital Partners LLC33,275$9.44M0.3%N/A0.147%
8/20/2026 Nwam LLC23,439$6.65M0.3%+2,036.6%0.104%
8/20/2026 Piedmont Capital Management LLC92,691$26.31M13.4%N/A0.410%
8/20/2026 JNBA Financial Advisors3,369$956K0.0%N/A0.015%
8/20/2026 Advocacy Wealth Management LLC1,614,833$458.27M7.2%N/A7.139%
8/20/2026 M Holdings Securities Inc.27,387$7.77M1.0%N/A0.121%
8/12/2026 Compass Financial Management LLC436$124K0.0%N/A0.002%
7/10/2026 Buska Wealth Management LLC12,076$3.43M1.2%-28.2%0.053%
7/10/2026 Clarus Wealth Advisors10,057$2.75M1.0%+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%
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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%
6/18/2026 Western Wealth Management LLC7,988$2.03M0.1%+181.9%0.035%
6/3/2026 NewEdge 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%
5/26/2026 Glenmede Trust Co. NA119$30K0.0%N/A0.001%
5/22/2026 Segall Bryant & Hamill LLC1,025$284K0.0%N/A0.004%
5/20/2026 Norris Financial Group LLC16,373$4.16M1.4%N/A0.072%
5/19/2026 Western Wealth Management LLC7,988$2.03M0.1%+181.9%0.035%
5/19/2026 Sonoma Allocations LLC1,924$499K0.2%+24.0%0.008%
5/19/2026 NewEdge Advisors LLC18,836$4.78M0.1%+16.5%0.082%
5/19/2026 Bank of America Corp DE848,721$215.56M0.0%+5.6%3.709%
5/19/2026 Centaurus Financial Inc.17,732$4.50M0.2%+66.5%0.078%
5/19/2026 Arkadios Wealth Advisors2,439$619K0.0%+4.7%0.011%
5/18/2026Sunbelt Securities Inc.360$91K0.0%+380.0%0.002%
5/18/2026 Royal Bank of Canada173,149$43.98M0.0%+19.2%0.757%
5/18/2026 Evercore Wealth Management LLC5,863$1.49M0.0%+62.1%0.026%
5/16/2026 Quantinno Capital Management LP3,613$918K0.0%+77.2%0.016%
5/15/2026 Gateway Wealth Partners LLC3,850$978K0.0%+93.2%0.017%
5/15/2026 Waverly Advisors LLC24,150$6.13M0.0%-2.5%0.106%
5/14/2026 Renaissance Technologies LLC1,600$406K0.0%-38.5%0.007%
5/14/2026 Greenline Wealth Management LLC2,363$600K0.7%N/A0.010%
5/14/2026 American Financial Advisors LLC10,593$2.69M0.4%-2.8%0.046%
5/14/2026 Lido Advisors LLC16,103$4.09M0.0%-59.7%0.070%
5/13/2026 Cetera Investment Advisers139,644$35.47M0.0%+14.2%0.610%
5/13/2026 Signature Equity Partners LLC3,640$925K0.5%+47.7%0.016%
5/12/2026 Marin Bay Wealth Advisors LLC1,856$471K0.1%N/A0.008%
5/12/2026 Insight Advisors LLC PA789$200K0.0%N/A0.003%
5/8/2026 Pacific Sun Financial Corp17,910$4.55M2.2%+0.3%0.078%
5/8/2026 PNC Financial Services Group Inc.140,175$35.60M0.0%+8.9%0.613%
5/7/2026 Florida Financial Advisors LLC3,374$857K0.2%+102.8%0.015%
5/7/2026 Scarborough Advisors LLC4,281$1.09M0.1%+456.0%0.019%
5/7/2026 Crescent Grove Advisors LLC1,761$447K0.0%+34.4%0.008%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC319$81K0.0%N/A0.001%
5/6/2026 Quadrant Private Wealth Management LLC3,142$798K0.1%+3.3%0.014%
5/6/2026 Bartlett & CO. Wealth Management LLC502$128K0.0%N/A0.002%
5/6/2026 NovaPoint Capital LLC15,552$3.95M1.0%+4.0%0.068%
5/6/2026 PeakShares LLC930$236K0.2%N/A0.004%
5/6/2026 Avalon Trust Co1,055$268K0.0%-48.2%0.005%
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5/6/2026 Independent Financial Group LLC3,212$816K0.0%N/A0.014%
5/5/2026 Wealthfront Advisers LLC33,116$8.41M0.0%+23.0%0.145%
5/5/2026 D.A. Davidson & CO.16,027$4.07M0.0%+3.5%0.070%
5/5/2026 Geneos Wealth Management Inc.536$136K0.0%+61.4%0.002%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.532$135K0.0%N/A0.002%
5/5/2026 NFSG Corp434$110K0.0%-30.8%0.002%
5/5/2026 Sanctuary Advisors LLC25,806$6.55M0.0%+78.5%0.113%
5/5/2026 Wealthgarden F.S. LLC1,032$262K0.2%+5.8%0.005%
5/4/2026 Retirement Planning Group LLC10,827$2.75M0.1%+27.2%0.047%
5/4/2026 Bryn Mawr Trust Advisors LLC1,768$449K0.0%-16.5%0.008%


XAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 528 institutional investors and hedge funds held shares of SPDR S&P Aerospace & Defense ETF. The most heavily invested institutionals were Advocacy Wealth Management LLC ($458.27M), 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), and CWM LLC ($49.86M).Learn more on SPDR S&P Aerospace & Defense ETF's institutional investors.

Of the 485 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: Advocacy Wealth Management LLC ($1.61M), Corient Private Wealth LLC ($514.43K), Raymond James Financial Inc. ($383.51K), LPL Financial LLC ($238.51K), CWM LLC ($205.60K), Quadrature Capital Ltd ($195.73K), and Affinity Wealth Management LLC ($161.12K).

Institutional investors have bought a total of 4,673,651 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

Of the 149 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), Breakthru Advisory Services LLC ($34.52K), Horizon Wealth Management LLC ($30.02K), Lido Advisors LLC ($24.15K), Migdal Insurance & Financial Holdings Ltd. ($23.46K), Northwestern Mutual Wealth Management Co. ($23.42K), and Buska Wealth Management LLC ($22.08K).

Institutional investors have sold a total of 618,890 shares in the last 24 months. This volume of shares sold represents approximately $150.32M in transactions.


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Institutional ownership data for NYSEARCA:XAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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