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

SPDR S&P Aerospace & Defense ETF logo
$214.28 -2.26 (-1.04%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$213.64 -0.63 (-0.30%)
As of 08/1/2025 07:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
259
Total
Institutional Inflows
(last 12 months)
$522.57M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$132.83M
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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
8/1/2025 Biltmore Family Office LLC450$95K0.0%+80.0%0.003%
8/1/2025 Planning Directions Inc.3,145$664K0.4%-5.6%0.018%
8/1/2025 Anson Capital Inc.10,270$2.17M1.7%+4.4%0.058%
8/1/2025 GWN Securities Inc.1,974$417K0.1%-43.5%0.011%
8/1/2025 Ashton Thomas Private Wealth LLC1,170$247K0.0%-69.3%0.007%
8/1/2025 Solstein Capital LLC853$180K0.1%+161.7%0.005%
8/1/2025 Envestnet Asset Management Inc.168,564$35.56M0.0%-25.3%0.954%
7/31/2025 Wealthfront Advisers LLC22,931$4.84M0.0%+45.1%0.130%
7/31/2025 Optimum Investment Advisors1,146$242K0.1%-14.9%0.006%
7/31/2025 Focus Partners Advisor Solutions LLC1,137$240K0.0%N/A0.006%
7/31/2025 Glass Jacobson Investment Advisors llc296$62K0.0%+30.4%0.002%
7/31/2025 Moloney Securities Asset Management LLC967$204K0.0%-57.7%0.005%
7/30/2025 Principle Wealth Partners LLC1,099$232K0.0%N/A0.006%
7/30/2025 Prosperity Financial Group Inc.1,320$278K0.1%-7.0%0.007%
7/30/2025 Freedom Investment Management Inc.3,657$772K0.1%-35.5%0.021%
7/30/2025 Onyx Bridge Wealth Group LLC949$200K0.0%N/A0.005%
7/30/2025 Brookstone Capital Management2,205$465K0.0%-22.3%0.012%
7/30/2025 Retirement Planning Group LLC9,573$2.02M0.1%-8.3%0.054%
7/30/2025 D.A. Davidson & CO.15,111$3.19M0.0%+0.4%0.085%
7/30/2025 Pacific Sun Financial Corp18,151$3.83M2.0%-2.3%0.103%
7/30/2025 Whittier Trust Co.1,500$316K0.0%N/A0.008%
7/30/2025 WESPAC Advisors SoCal LLC50,603$10.67M2.4%+42.6%0.286%
7/30/2025 WBH Advisory Inc.4,783$1.01M0.1%-24.5%0.027%
7/29/2025 FLC Capital Advisors36,248$7.65M1.6%-1.3%0.205%
7/29/2025 Ballast Inc.1,180$249K0.1%N/A0.007%
7/29/2025 International Assets Investment Management LLC4,542$958K0.0%+69.4%0.026%
7/29/2025 Signature Estate & Investment Advisors LLC11,039$2.33M0.1%+3.3%0.062%
7/29/2025 Stratos Wealth Partners LTD.15,481$3.27M0.0%+1.4%0.088%
7/29/2025 Private Trust Co. NA953$201K0.0%-33.6%0.005%
7/28/2025 Mutual Advisors LLC4,124$909K0.0%+16.3%0.023%
7/28/2025 Acorn Financial Advisory Services Inc. ADV1,863$393K0.1%+22.6%0.011%
7/25/2025 Atria Wealth Solutions Inc.17,091$3.60M0.1%-32.9%0.097%
7/25/2025 Envestnet Portfolio Solutions Inc.6,347$1.34M0.0%-34.9%0.036%
7/25/2025 RoundAngle Advisors LLC5,795$1.22M1.0%+2.0%0.033%
7/25/2025 Sequoia Financial Advisors LLC5,737$1.21M0.0%-1.7%0.032%
7/25/2025 Total Clarity Wealth Management Inc.1,178$248K0.1%-4.4%0.007%
7/25/2025 Prostatis Group LLC23,056$4.86M1.4%N/A0.130%
7/25/2025 CWM LLC4,483$946K0.0%+48.2%0.025%
7/25/2025 Concurrent Investment Advisors LLC1,199$253K0.0%N/A0.007%
7/25/2025 Johnson Investment Counsel Inc.1,166$246K0.0%N/A0.007%
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7/24/2025 Blue Trust Inc.1,512$319K0.0%-10.2%0.009%
7/24/2025 WMG Financial Advisors LLC954$201K0.1%N/A0.005%
7/24/2025 Stonebridge Financial Group LLC68,316$14.41M1.4%+18,876.7%0.387%
7/24/2025 IFP Advisors Inc7,054$1.49M0.0%-5.9%0.040%
7/24/2025 Blair William & Co. IL1,713$361K0.0%+4.8%0.010%
7/23/2025 Clear Creek Financial Management LLC1,789$377K0.0%-13.9%0.010%
7/23/2025 Fortis Advisors LLC3,748$791K0.5%-1.5%0.021%
7/23/2025 WESPAC Advisors LLC1,207$255K0.2%N/A0.007%
7/23/2025 Kingswood Wealth Advisors LLC1,954$412K0.0%+5.7%0.011%
7/23/2025 Meitav Investment House Ltd.37,503$7.91M0.1%+173.3%0.214%
7/23/2025 MADDEN SECURITIES Corp9,605$2.03M0.7%+45.4%0.055%
7/23/2025 Prime Capital Investment Advisors LLC2,821$595K0.0%-67.4%0.016%
7/22/2025 Valley National Advisers Inc.282$59K0.0%+156.4%0.002%
7/22/2025 Global Assets Advisory LLC1,013$209K0.1%-57.8%0.006%
7/22/2025 Kraematon Investment Advisors Inc.1,428$301K0.3%-3.4%0.008%
7/22/2025 Bank Hapoalim BM13,864$2.92M0.4%-1.4%0.079%
7/21/2025 Ameritas Advisory Services LLC11,309$2.39M0.1%-1.9%0.065%
7/21/2025 Mirae Asset Global Investments Co. Ltd.1,000$211K0.0%+66.7%0.006%
7/18/2025 Marks Wealth LLC112,426$23.72M7.7%N/A0.642%
7/18/2025 Viewpoint Investment Partners Corp24,313$5.13M2.8%+198.1%0.139%
7/18/2025 Centricity Wealth Management LLC230$49K0.0%+100.0%0.001%
7/18/2025 SMI Advisory Services LLC45,380$9.87M1.9%N/A0.259%
7/18/2025 Truist Financial Corp25,230$5.32M0.0%+2.8%0.144%
7/18/2025 Bourgeon Capital Management LLC37,788$7.97M1.6%-0.4%0.216%
7/17/2025 Trivium Point Advisory LLC10,407$2.20M0.2%-0.5%0.060%
7/17/2025 Capital Investment Advisors LLC1,271$268K0.0%N/A0.007%
7/17/2025 Presper Financial Architects LLC1,062$224K0.2%N/A0.006%
7/17/2025 Sterling Investment Advisors Ltd.3,240$683K0.2%+14.1%0.019%
7/17/2025 HB Wealth Management LLC1,564$330K0.0%N/A0.009%
7/17/2025 Janney Montgomery Scott LLC25,885$5.46M0.0%+219.5%0.149%
7/17/2025 Campion Asset Management1,043$220K0.2%N/A0.006%
7/17/2025 Fifth Third Securities Inc.3,830$808K0.1%-49.5%0.022%
7/17/2025 Enclave Advisors LLC107,397$22.65M3.7%+25.4%0.617%
7/17/2025 Keystone Global Partners LLC14,683$3.10M1.7%+101.0%0.084%
7/17/2025 Tempus Wealth Planning LLC1,388$293K0.1%N/A0.008%
7/16/2025 TRU Independence Asset Management 2 LLC1,038$219K0.1%N/A0.006%
7/16/2025 Signaturefd LLC390$82K0.0%-51.5%0.002%
7/16/2025 ORG Partners LLC440$91K0.0%-22.9%0.003%
7/16/2025 Howard Capital Management Group LLC188,672$39.80M2.8%+0.7%1.084%
7/16/2025 NovaPoint Capital LLC15,341$3.24M1.0%+2.0%0.088%
7/16/2025 Spinnaker Investment Group LLC5,532$1.17M0.3%+6.2%0.032%
7/16/2025 Perigon Wealth Management LLC14,962$3.16M0.1%-16.6%0.086%
7/16/2025 Maridea Wealth Management LLC8,661$1.83M0.5%+7.2%0.050%
7/16/2025 Magnus Financial Group LLC1,161$245K0.0%-29.0%0.007%
7/16/2025 Meridian Financial LLC980$207K0.1%N/A0.006%
7/15/2025 Affinity Wealth Management LLC160,932$33.95M5.4%N/A0.925%
7/15/2025 Evanson Asset Management LLC1,038$219K0.0%N/A0.006%
7/15/2025 EWG Elevate Inc.43,784$9.24M2.8%N/A0.252%
7/15/2025 IMS Capital Management1,137$240K0.1%N/A0.007%
7/15/2025 Accurate Wealth Management LLC2,465$517K0.1%N/A0.014%
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7/14/2025 Buska Wealth Management LLC41,697$8.80M2.4%-28.4%0.240%
7/14/2025 Armstrong Advisory Group Inc.569$120K0.0%+355.2%0.003%
7/14/2025 Flagstar Advisors Inc.5,862$1.24M0.3%+6.9%0.034%
7/14/2025 Park Avenue Securities LLC9,057$1.91M0.0%N/A0.052%
7/11/2025 Annex Advisory Services LLC1,008$213K0.0%N/A0.006%
7/11/2025 Farther Finance Advisors LLC1,751$369K0.0%-16.1%0.010%
7/11/2025 SeaCrest Wealth Management LLC15,107$3.19M0.3%-6.9%0.088%
7/10/2025 Worth Asset Management LLC5,252$1.11M0.5%N/A0.030%
7/10/2025 HF Advisory Group LLC1,223$258K0.1%-7.3%0.007%
7/10/2025 Redhawk Wealth Advisors Inc.1,905$402K0.1%-19.5%0.011%
(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, 399 institutional investors and hedge funds held shares of SPDR S&P Aerospace & Defense ETF. The most heavily invested institutionals were LPL Financial LLC ($193.26M), Bank of America Corp DE ($134.47M), Howard Capital Management Group LLC ($39.80M), Wells Fargo & Company MN ($39.62M), Envestnet Asset Management Inc. ($35.56M), Affinity Wealth Management LLC ($33.95M), and Raymond James Financial Inc. ($27.01M).Learn more on SPDR S&P Aerospace & Defense ETF's institutional investors.

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

Of the 347 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: Picton Mahoney Asset Management ($1.10M), Scarborough Advisors LLC ($520.13K), Raymond James Financial Inc. ($301.50K), Wulff Hansen & CO. ($298.56K), LPL Financial LLC ($298.15K), Strategic Financial Concepts LLC ($205.79K), and Envestnet Asset Management Inc. ($198.32K).

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

Institutional investors have bought a total of 3,080,066 shares in the last 24 months. This purchase volume represents approximately $522.57M in transactions.

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

Of the 140 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: MML Investors Services LLC ($65.69K), Envestnet Asset Management Inc. ($65.28K), Cumberland Advisors Inc. ($46.14K), Royal Bank of Canada ($45.39K), Focus Partners Wealth ($43.81K), JPMorgan Chase & Co. ($43.22K), and LPL Financial LLC ($32.75K).

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

Institutional investors have sold a total of 796,882 shares in the last 24 months. This volume of shares sold represents approximately $132.83M in transactions.



This page (NYSEARCA:XAR) was last updated on 8/3/2025 by MarketBeat.com Staff
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