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

SPDR S&P Aerospace & Defense ETF logo
$172.65 +0.90 (+0.52%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
175
Total
Institutional Inflows
(last 12 months)
$348.85M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$87.20M
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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
1/17/2025 Spinnaker Investment Group LLC4,922$816K0.2%+48.7%0.033%
1/17/2025 Mutual Advisors LLC3,654$628K0.0%+16.7%0.024%
1/17/2025 Janney Montgomery Scott LLC7,083$1.18M0.0%+73.8%0.047%
1/17/2025 Baker Ellis Asset Management LLC4,480$743K0.1%-4.3%0.030%
1/17/2025 Bourgeon Capital Management LLC38,248$6.34M1.2%-0.8%0.255%
1/17/2025 Howard Capital Management Group LLC186,333$30.90M2.1%+3.8%1.241%
1/17/2025 Enclave Advisors LLC74,384$12.33M2.0%+20.8%0.495%
1/16/2025 RoundAngle Advisors LLC5,467$907K0.9%N/A0.036%
1/15/2025 J2 Capital Management Inc1,431$237K0.2%N/A0.010%
1/15/2025 Ameritas Advisory Services LLC9,584$1.59M0.1%+13.0%0.064%
1/15/2025 Arkadios Wealth Advisors1,641$272K0.0%-7.2%0.011%
1/15/2025 Merit Financial Group LLC5,255$871K0.0%N/A0.035%
1/15/2025 Householder Group Estate & Retirement Specialist LLC210$34K0.0%-61.6%0.001%
1/14/2025 Redhawk Wealth Advisors Inc.2,409$400K0.1%+3.5%0.016%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.379$63K0.0%-90.0%0.003%
1/14/2025 SeaCrest Wealth Management LLC16,096$2.67M0.3%-6.0%0.107%
1/13/2025 Trust Co. of Toledo NA OH1,909$317K0.0%+3.5%0.013%
1/10/2025 HBW Advisory Services LLC1,321$219K0.0%+156.5%0.009%
1/8/2025 Cumberland Advisors Inc.144,379$23.94M9.6%-4.3%0.961%
1/8/2025 Worth Asset Management LLC5,180$859K0.5%-1.4%0.034%
12/26/2024JPMorgan Chase & Co.41,920$6.60M0.0%-41.2%0.279%
12/13/2024B. Riley Wealth Advisors Inc.8,489$1.34M0.0%+2.9%0.057%
11/25/2024World Investment Advisors LLC9,838$1.55M0.0%+4.3%0.065%
11/25/2024Sanctuary Advisors LLC2,116$365K0.0%-28.9%0.014%
11/15/2024MML Investors Services LLC14,286$2.25M0.0%-82.1%0.095%
11/15/2024Orion Portfolio Solutions LLC9,334$1.47M0.0%-4.2%0.062%
11/15/2024National Bank of Canada FI677$107K0.0%-17.2%0.005%
11/15/2024EP Wealth Advisors LLC1,449$228K0.0%+60.3%0.010%
11/15/2024Kovitz Investment Group Partners LLC4,932$715K0.0%+102.1%0.033%
11/15/2024Stifel Financial Corp39,964$6.29M0.0%-0.4%0.266%
11/15/2024IHT Wealth Management LLC18,238$2.87M0.1%+4.5%0.121%
11/15/2024Integrated Wealth Concepts LLC8,563$1.35M0.0%+2.5%0.057%
11/15/2024Benjamin Edwards Inc.1,392$219K0.0%N/A0.009%
11/14/2024Flow Traders U.S. LLC6,800$1.07M0.1%-6.7%0.045%
11/13/2024BNP Paribas Financial Markets13,996$2.20M0.0%-64.1%0.093%
11/13/2024Bank of Montreal Can29,179$4.58M0.0%+1,273.8%0.194%
11/13/2024Private Trust Co. NA2,408$379K0.0%+5.4%0.016%
11/13/2024Prosperity Financial Group Inc.1,428$225K0.1%-4.5%0.010%
11/12/2024Centaurus Financial Inc.20,562$3.24M0.2%-34.3%0.137%
11/12/2024MGB Wealth Management LLC9,571$1.51M0.5%-10.4%0.064%
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11/12/2024Kingsview Wealth Management LLC50,364$7.92M0.2%+5.1%0.335%
11/12/2024Great Valley Advisor Group Inc.6,776$1.07M0.0%-8.8%0.045%
11/12/2024Flagstar Advisors Inc.5,667$892K0.2%+1.4%0.038%
11/9/2024LPL Financial LLC1,032,922$162.52M0.1%-3.1%6.877%
11/8/2024Darwin Wealth Management LLC446$70K0.0%N/A0.003%
11/8/2024First Horizon Advisors Inc.3,908$615K0.0%-6.0%0.026%
11/8/2024Strategy Asset Managers LLC5,248$826K0.2%N/A0.035%
11/8/2024PNC Financial Services Group Inc.142,454$22.41M0.0%+20.7%0.948%
11/7/2024 Fortis Advisors LLC3,792$597K0.4%-4.5%0.025%
11/7/2024Thrivent Financial for Lutherans2,351$370K0.0%-67.2%0.016%
11/7/2024Obsidian Personal Planning Solutions LLC34,782$5.35M2.6%+10.2%0.232%
11/6/2024 Spinnaker Investment Group LLC3,309$521K0.1%+7.3%0.022%
11/6/2024WESPAC Advisors SoCal LLC12,787$2.01M0.5%+19.6%0.085%
11/6/2024Cable Hill Partners LLC1,373$216K0.0%N/A0.009%
11/6/2024Oppenheimer & Co. Inc.13,743$2.16M0.0%+9.9%0.091%
11/5/2024Prime Capital Investment Advisors LLC2,659$418K0.0%+20.7%0.018%
11/4/2024Jaffetilchin Investment Partners LLC3,403$535K0.0%-3.1%0.023%
11/4/2024Meixler Investment Management Ltd.6,961$1.10M0.8%+1.3%0.046%
11/4/2024Migdal Insurance & Financial Holdings Ltd.25,199$3.96M0.1%+23.0%0.168%
11/1/2024Atria Investments Inc1,623$255K0.0%-5.4%0.011%
11/1/2024Objective Capital Management LLC1,787$281K0.2%N/A0.012%
11/1/2024Verity Asset Management Inc.1,662$261K0.1%-6.7%0.011%
10/31/2024Advisor Resource Council4,804$756K0.3%N/A0.032%
10/31/2024Family Asset Management LLC4,063$639K0.4%-48.4%0.027%
10/29/2024Realta Investment Advisors594$96K0.0%-91.0%0.004%
10/29/2024Farther Finance Advisors LLC1,466$231K0.0%-57.0%0.010%
10/28/2024Atlas Financial Advisors Inc.3,574$562K0.9%+16.8%0.024%
10/28/2024Shepherd Financial Partners LLC1,378$217K0.0%N/A0.009%
10/28/2024Creative Financial Designs Inc. ADV1,469$231K0.0%-22.2%0.010%
10/28/2024Focus Financial Network Inc.2,372$373K0.0%-35.7%0.016%
10/28/2024HM Payson & Co.225$35K0.0%-39.5%0.001%
10/28/2024Bank Hapoalim BM15,427$2.43M0.4%-0.4%0.103%
10/28/2024Meitav Investment House Ltd.30,039$4.69M0.1%+11.1%0.200%
10/25/2024Financial Advocates Investment Management6,117$962K0.1%+228.9%0.041%
10/25/2024Pinnacle Associates Ltd.17,476$2.75M0.0%-1.7%0.116%
10/25/2024Creekmur Asset Management LLC2,240$352K0.1%-11.4%0.015%
10/25/2024American Financial Advisors LLC14,935$2.35M0.3%-5.2%0.099%
10/25/2024Gateway Wealth Partners LLC1,847$291K0.1%+10.7%0.012%
10/24/2024Anson Capital Inc.11,568$1.82M1.6%-12.7%0.077%
10/23/2024Mirae Asset Global Investments Co. Ltd.11,825$1.85M0.0%N/A0.079%
10/22/2024Private Advisor Group LLC19,244$3.03M0.0%+17.1%0.128%
10/21/2024Foundations Investment Advisors LLC30,850$4.85M0.1%+416.1%0.205%
10/19/2024Cyndeo Wealth Partners LLC4,942$778K0.1%N/A0.033%
10/18/2024Raymond James & Associates79,824$12.56M0.0%+1.4%0.531%
10/18/2024NovaPoint Capital LLC16,916$2.66M0.8%-0.6%0.113%
10/17/2024 Howard Capital Management Group LLC179,472$28.24M2.0%+21.1%1.195%
10/16/2024 Cumberland Advisors Inc.150,864$23.74M9.4%-4.1%1.004%
10/16/2024Global Retirement Partners LLC2,949$464K0.0%-15.4%0.020%
10/16/2024 FLC Capital Advisors36,369$5.72M1.3%+0.6%0.242%
10/16/2024Cornerstone Wealth Management LLC2,160$340K0.0%-9.7%0.014%
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With Donald Trump’s return to the oval office, the war on crypto is over. The digital currency is not only set to be released from its constraints … it could be about to explode. Trump has vowed to roll back Biden’s “crusade against crypto” on his first day in office.

This coin may be Trump’s favorite crypto …
10/16/2024 SeaCrest Wealth Management LLC17,131$2.70M0.3%+16.9%0.114%
10/11/2024Creative Planning22,567$3.55M0.0%-7.4%0.150%
10/11/2024VitalStone Financial LLC1,658$261K0.2%+21.6%0.011%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.3,808$599K0.2%+6.6%0.025%
10/11/2024 Redhawk Wealth Advisors Inc.2,327$366K0.1%-59.0%0.015%
10/10/2024Concourse Financial Group Securities Inc.34,382$5.41M0.3%-21.9%0.229%
10/10/2024Retirement Planning Group LLC22,987$3.62M0.2%-42.1%0.153%
10/9/2024Pacific Sun Financial Corp18,599$2.93M1.6%-1.4%0.124%
10/9/2024Rappaport Reiches Capital Management LLC5,141$809K0.2%+3.7%0.034%
10/9/2024 Clarus Wealth Advisors11,395$1.81M0.9%-4.6%0.076%
(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, 312 institutional investors and hedge funds held shares of SPDR S&P Aerospace & Defense ETF. The most heavily invested institutionals were LPL Financial LLC ($162.52M), Bank of America Corp DE ($61.59M), Envestnet Asset Management Inc. ($47.03M), Howard Capital Management Group LLC ($30.90M), Cumberland Advisors Inc. ($23.94M), PNC Financial Services Group Inc. ($22.41M), and Wells Fargo & Company MN ($21.04M).Learn more on XAR's institutional investors.

Which institutional investors have been buying SPDR S&P Aerospace & Defense ETF stock?

Of the 265 institutional investors that purchased SPDR S&P Aerospace & Defense ETF 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), LPL Financial LLC ($347.73K), Wulff Hansen & CO. ($298.56K), PNC Financial Services Group Inc. ($195.42K), Greenlight Capital Inc. ($129.67K), and Global Assets Advisory LLC ($111.27K).

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

Institutional investors have bought a total of 5,201,705 shares in the last 24 months. This purchase volume represents approximately $658.59M in transactions.

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

Of the 152 institutional investors that sold SPDR S&P Aerospace & Defense ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($94.23K), Cumberland Advisors Inc. ($67.70K), MML Investors Services LLC ($65.69K), Raymond James Financial Services Advisors Inc. ($63.50K), UBS Group AG ($63.12K), Migdal Insurance & Financial Holdings Ltd. ($45.75K), and HBW Advisory Services LLC ($42.09K).

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

Institutional investors have sold a total of 1,065,717 shares in the last 24 months. This volume of shares sold represents approximately $141.74M in transactions.



This page (NYSEARCA:XAR) was last updated on 1/20/2025 by MarketBeat.com Staff
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