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

SPDR S&P Aerospace & Defense ETF logo
$222.88 -2.71 (-1.20%)
Closing price 04:10 PM Eastern
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$223.79 +0.91 (+0.41%)
As of 07:30 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)
354
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$189.12M
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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
10/13/2026Sage Capital Advisors llc875$202K0.0%-50.0%0.004%
10/13/2026Avior Wealth Management LLC32,587$7.54M0.2%-81.9%0.134%
10/10/2026Armstrong Advisory Group Inc.48,916$11.31M0.7%+1.3%0.200%
10/9/2026Sound Income Strategies LLC994$226K0.0%+6.0%0.004%
10/9/2026GK Wealth Management LLC206$48K0.0%N/A0.001%
10/9/2026Bullock Wealth Management Group440$102K0.0%-36.2%0.002%
10/9/2026Cypress Asset Management Inc. TX1,396$323K0.1%N/A0.006%
10/9/2026Inspirion Wealth Advisors LLC985$228K0.0%N/A0.004%
10/8/2026Farther Finance Advisors LLC2,626$607K0.0%+2.0%0.011%
10/8/2026CoreCap Advisors LLC34,065$7.88M0.2%+3.0%0.140%
10/8/2026Toth Financial Advisory Corp260$60K0.0%N/A0.001%
10/8/2026Buska Wealth Management LLC7,576$1.75M0.6%-37.3%0.031%
10/8/2026FSA Investment Group LLC1,416$327K0.1%+3.9%0.006%
10/7/2026North Point Portfolio Managers Corp OH215$50K0.0%N/A0.001%
10/6/2026Congress Asset Management Co.32,677$7.56M0.0%N/A0.136%
10/1/2026 Confluence Investment Management LLC63,282$14.63M0.2%N/A0.265%
9/23/2026Envestnet Portfolio Solutions Inc.2,449$695K0.0%+6.7%0.010%
9/23/2026Envestnet Asset Management Inc.209,691$59.51M0.0%-1.5%0.825%
9/9/2026Sequoia Financial Advisors LLC6,091$1.73M0.0%-1.2%0.027%
9/9/2026Tidal Investments LLC10,517$2.99M0.0%+1,033.3%0.046%
9/9/2026Capital Analysts LLC4,613$1.31M0.0%+45.2%0.020%
9/9/2026Insight Wealth Partners LLC1,305$370K0.0%+27.9%0.006%
9/9/2026Pinnacle Wealth Management Advisory Group LLC2,397$680K0.0%+3.2%0.011%
9/9/2026NorthRock Partners LLC5,064$1.44M0.0%+3.5%0.022%
9/9/2026Integrated Wealth Concepts LLC32,047$9.10M0.1%+8.2%0.142%
9/9/2026RFG Advisory LLC1,643$466K0.0%+4.1%0.007%
9/9/2026NewEdge Advisors LLC24,342$6.91M0.0%+23.7%0.108%
9/9/2026Cypress Capital Management LLC WY343$97K0.1%N/A0.002%
9/9/2026IFP Advisors Inc9,364$2.66M0.0%+9.5%0.041%
9/9/2026Baird Financial Group Inc.5,893$1.67M0.0%-65.5%0.026%
9/8/2026Waverly Advisors LLC30,132$8.55M0.0%+24.8%0.133%
8/27/2026Corient Private Wealth LP25,011$7.10M0.0%+10.5%0.111%
8/23/2026Ameritas Advisory Services LLC10,443$2.96M0.1%+131.7%0.046%
8/23/2026Kintra Wealth LLC1,053$307K0.0%-21.2%0.005%
8/23/2026PCG Wealth Advisors LLC1,795$509K0.1%+12.5%0.008%
8/23/2026Anson Capital Inc.7,221$2.05M1.4%+1.5%0.032%
8/23/2026HB Wealth Management LLC2,955$839K0.0%+6.0%0.013%
8/23/2026Nvest Financial LLC8,015$2.28M0.7%-2.9%0.035%
8/22/2026Advisory Solutions Group LLC2,102$596K0.2%N/A0.009%
8/22/2026Compass Financial Management LLC436$124K0.0%N/A0.002%
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8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC35,536$10.09M3.5%N/A0.157%
8/22/2026Timbuktu Capital Management LLC100$28K0.0%N/A0.000%
8/22/2026ZEGA Investments LLC7,239$2.05M0.2%+32.6%0.032%
8/22/2026NWF Advisory Services Inc.1,761$500K0.0%+2.9%0.008%
8/22/2026TD Waterhouse Canada Inc.1,725$492K0.0%+4.9%0.008%
8/22/2026Kickstand Ventures LLC.1,120$318K0.1%N/A0.005%
8/22/2026Concurrent Investment Advisors LLC2,446$694K0.0%+27.4%0.011%
8/21/2026Kraft Davis & Associates LLC6,082$1.66M0.3%+14.3%0.027%
8/21/2026Coppell Advisory Solutions LLC2,006$569K0.1%N/A0.009%
8/21/2026Sound Financial Strategies Group LLC3,959$1.12M0.7%+2.7%0.018%
8/21/2026Acorn Wealth Advisors LLC7,535$2.14M0.5%+694.8%0.033%
8/21/2026Investors Research Corp164$47K0.0%+105.0%0.001%
8/21/2026Triumph Capital Management202$57K0.0%+1,920.0%0.001%
8/21/2026Rinkey Investments71,130$20.19M4.5%N/A0.314%
8/20/2026First PREMIER Bank833$236K0.0%N/A0.004%
8/20/2026Proficio Capital Partners LLC33,275$9.44M0.3%N/A0.147%
8/20/2026Nwam LLC23,439$6.65M0.3%+2,036.6%0.104%
8/20/2026Piedmont Capital Management LLC92,691$26.31M13.4%N/A0.410%
8/20/2026JNBA Financial Advisors3,369$956K0.0%N/A0.015%
8/20/2026Advocacy Wealth Management LLC1,614,833$458.27M7.2%N/A7.139%
8/20/2026M Holdings Securities Inc.27,387$7.77M1.0%N/A0.121%
8/12/2026Compass Financial Management LLC436$124K0.0%N/A0.002%
7/10/2026Buska Wealth Management LLC12,076$3.43M1.2%-28.2%0.053%
7/10/2026Clarus Wealth Advisors10,057$2.75M1.0%+8.0%0.044%
7/10/2026Spinnaker Investment Group LLC11,274$3.20M0.5%+7.0%0.050%
7/10/2026Sage Capital Advisors llc1,750$497K0.1%-12.5%0.008%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,788$507K0.1%-2.0%0.008%
7/10/2026Wealthcare Advisory Partners LLC1,411$401K0.0%+3.2%0.006%
7/9/2026Kraft Davis & Associates LLC6,082$1.66M0.3%+14.3%0.027%
7/9/2026World Equity Group Inc.1,192$338K0.1%N/A0.005%
7/9/2026Focus Financial Network Inc.3,140$891K0.0%+5.6%0.014%
7/8/2026Thurston Springer Miller Herd & Titak Inc.570$162K0.1%+133.6%0.003%
7/8/2026Foresight Capital Management Advisors Inc.1,480$420K0.2%-10.0%0.006%
7/8/2026Teamwork Financial Advisors LLC84,616$24.01M2.2%+13.0%0.374%
7/8/2026Sonoma Allocations LLC1,315$381K0.1%-31.7%0.006%
7/8/2026OFS Enterprise LLC774$220K0.1%N/A0.003%
7/8/2026Mallini Complete Financial Planning LLC779$221K0.2%N/A0.003%
7/8/2026Evanson Financial LLC1,042$296K0.0%N/A0.005%
7/7/2026Dynamic Advisor Solutions LLC1,495$424K0.0%+13.3%0.007%
7/7/2026CoreCap Advisors LLC33,083$9.39M0.3%-21.2%0.145%
7/7/2026Pacific Excel Wealth Advisors Inc.1,109$315K0.1%N/A0.005%
7/6/2026Hobart Private Capital LLC17,531$4.98M0.9%+22.1%0.077%
7/6/2026Somerset 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%
5/27/2026Security 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%
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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%


XAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 537 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), Envestnet Asset Management Inc. ($59.51M), and Raymond James Financial Inc. ($58.77M).Learn more on SPDR S&P Aerospace & Defense ETF's institutional investors.

Of the 492 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 ($205.07K), Quadrature Capital Ltd ($195.73K), and Affinity Wealth Management LLC ($161.12K).

Institutional investors have bought a total of 4,723,087 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

Of the 148 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), Avior Wealth Management LLC ($147.54K), Breakthru Advisory Services LLC ($34.52K), Horizon Wealth Management LLC ($30.02K), Buska Wealth Management LLC ($26.58K), Lido Advisors LLC ($24.15K), and Migdal Insurance & Financial Holdings Ltd. ($23.46K).

Institutional investors have sold a total of 783,242 shares in the last 24 months. This volume of shares sold represents approximately $189.12M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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