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

SPDR S&P Aerospace & Defense ETF logo
$154.98
+1.18 (+0.77%)
(As of 11/1/2024 ET)
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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)
184
Total
Institutional Inflows
(last 12 months)
$507.21M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$69.91M
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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
11/1/2024Atria Investments Inc1,623$255K0.0%-5.4%0.011%
11/1/2024Objective Capital Management LLC1,787$281K0.2%N/A0.012%
11/1/2024 Verity Asset Management Inc.1,662$261K0.1%-6.7%0.011%
10/31/2024 Advisor Resource Council4,804$756K0.3%N/A0.032%
10/31/2024 Family Asset Management LLC4,063$639K0.4%-48.4%0.027%
10/29/2024 Realta Investment Advisors594$96K0.0%-91.0%0.004%
10/29/2024 Farther Finance Advisors LLC1,466$231K0.0%-57.0%0.010%
10/28/2024 Atlas Financial Advisors Inc.3,574$562K0.9%+16.8%0.024%
10/28/2024 Shepherd Financial Partners LLC1,378$217K0.0%N/A0.009%
10/28/2024 Creative Financial Designs Inc. ADV1,469$231K0.0%-22.2%0.010%
10/28/2024 Focus Financial Network Inc.2,372$373K0.0%-35.7%0.016%
10/28/2024 HM Payson & Co.225$35K0.0%-39.5%0.001%
10/28/2024 Bank Hapoalim BM15,427$2.43M0.4%-0.4%0.103%
10/28/2024 Meitav Investment House Ltd.30,039$4.69M0.1%+11.1%0.200%
10/25/2024 Financial Advocates Investment Management6,117$962K0.1%+228.9%0.041%
10/25/2024 Pinnacle Associates Ltd.17,476$2.75M0.0%-1.7%0.116%
10/25/2024 Creekmur Asset Management LLC2,240$352K0.1%-11.4%0.015%
10/25/2024 American Financial Advisors LLC14,935$2.35M0.3%-5.2%0.099%
10/25/2024 Gateway Wealth Partners LLC1,847$291K0.1%+10.7%0.012%
10/24/2024 Anson Capital Inc.11,568$1.82M1.6%-12.7%0.077%
10/23/2024 Mirae Asset Global Investments Co. Ltd.11,825$1.85M0.0%N/A0.079%
10/22/2024 Private Advisor Group LLC19,244$3.03M0.0%+17.1%0.128%
10/21/2024 Foundations 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%
10/17/2024Howard 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%
10/16/2024 Global Retirement Partners LLC2,949$464K0.0%-15.4%0.020%
10/16/2024 FLC Capital Advisors36,369$5.72M1.3%+0.6%0.242%
10/16/2024 Cornerstone Wealth Management LLC2,160$340K0.0%-9.7%0.014%
10/16/2024 SeaCrest Wealth Management LLC17,131$2.70M0.3%+16.9%0.114%
10/11/2024 Creative Planning22,567$3.55M0.0%-7.4%0.150%
10/11/2024 VitalStone 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%
10/10/2024 Concourse Financial Group Securities Inc.34,382$5.41M0.3%-21.9%0.229%
10/10/2024 Retirement Planning Group LLC22,987$3.62M0.2%-42.1%0.153%
10/9/2024 Pacific Sun Financial Corp18,599$2.93M1.6%-1.4%0.124%
10/9/2024 Rappaport Reiches Capital Management LLC5,141$809K0.2%+3.7%0.034%
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10/9/2024 Clarus Wealth Advisors11,395$1.81M0.9%-4.6%0.076%
10/8/2024 CWM LLC2,213$348K0.0%+31.4%0.015%
10/8/2024 Brookstone Capital Management2,641$416K0.0%-5.3%0.018%
10/7/2024 WealthBridge Capital Management LLC2,000$315K0.1%N/A0.013%
10/4/2024 HBW Advisory Services LLC515$81K0.0%-97.9%0.003%
9/23/2024Centaurus Financial Inc.31,276$4.38M0.3%-28.2%0.208%
9/20/2024Anchor Investment Management LLC880$123K0.0%+4,300.0%0.006%
9/5/2024Sanctuary Advisors LLC2,975$405K0.0%N/A0.020%
8/26/2024Founders Financial Alliance LLC2,244$314K0.1%+5.0%0.015%
8/22/2024Cetera Investment Advisers78,909$11.05M0.0%-10.0%0.525%
8/21/2024IMS Capital Management1,432$216K0.1%-6.5%0.010%
8/21/2024Truist Financial Corp13,888$1.94M0.0%-67.5%0.092%
8/19/2024EP Wealth Advisors LLC904$126K0.0%N/A0.006%
8/19/2024B. Riley Wealth Advisors Inc.8,248$1.16M0.0%+4.5%0.055%
8/16/2024 Gateway Wealth Partners LLC1,668$234K0.1%N/A0.011%
8/16/2024Regal Investment Advisors LLC2,344$328K0.0%+5.4%0.016%
8/16/2024Invst LLC1,881$262K0.0%N/A0.013%
8/16/2024Second Line Capital LLC1,515$212K0.1%-21.3%0.010%
8/16/2024NewEdge Advisors LLC13,942$1.95M0.0%+1,234.2%0.093%
8/16/2024Northwestern Mutual Wealth Management Co.23,922$3.35M0.0%+31.9%0.159%
8/16/2024 Creative Planning24,372$3.41M0.0%-12.2%0.162%
8/16/2024Rockport Wealth LLC1,534$215K0.1%N/A0.010%
8/15/2024Prairie Wealth Advisors Inc.1,740$244K0.1%+9.1%0.012%
8/14/2024Wulff Hansen & CO.2,244$296K0.3%N/A0.015%
8/14/2024Evoke Wealth LLC1,450$203K0.2%N/A0.010%
8/13/2024Thrivent Financial for Lutherans7,177$1.01M0.0%-43.0%0.048%
8/9/2024Wulff Hansen & CO.296,320$41.48M0.2%N/A1.973%
8/9/2024 Fairfield Financial Advisors LTD264$37K0.0%N/A0.002%
8/8/2024Envestnet Asset Management Inc.335,968$47.03M0.0%+8.3%2.237%
8/8/2024CoreCap Advisors LLC39,002$5.46M0.6%N/A0.260%
8/8/2024 Scarborough Advisors LLC25,454$3.56M1.5%+7.5%0.169%
8/8/2024Oppenheimer & Co. Inc.12,502$1.75M0.0%+9.0%0.083%
8/8/2024Wealthgarden F.S. LLC1,438$201K0.2%N/A0.010%
8/8/2024LPL Financial LLC1,065,669$149.17M0.1%+2.7%7.095%
8/8/2024 VitalStone Financial LLC1,363$191K0.1%+43.6%0.009%
8/7/2024 Anson Capital Inc.13,251$1.86M1.8%+10.0%0.088%
8/7/2024Wedbush Securities Inc.1,431$200K0.0%N/A0.010%
8/6/2024First Foundation Advisors2,790$391K0.0%-22.7%0.019%
8/6/2024Strategic Financial Concepts LLC85,674$120K0.0%+2,746.3%0.570%
8/5/2024 Private Advisor Group LLC16,430$2.30M0.0%-22.1%0.109%
8/5/2024 Atlas Financial Advisors Inc.3,060$428K0.7%+10.3%0.020%
8/3/2024National Bank of Canada FI818$114K0.0%+9.5%0.005%
8/2/2024 Foundations Investment Advisors LLC5,978$837K0.0%-7.2%0.040%
8/2/2024Beacon Bridge Wealth Partners LLC2,948$413K0.2%+17.7%0.020%
8/2/2024 Magnus Financial Group LLC1,769$248K0.0%-9.9%0.012%
8/1/2024Retireful LLC13,025$1.82M0.9%+40.2%0.087%
8/1/2024Claro Advisors LLC3,757$526K0.1%-2.7%0.025%
8/1/2024Summit Financial LLC6,767$947K0.0%+78.5%0.045%
7/31/2024Aptus Capital Advisors LLC1,615$226K0.0%-21.3%0.011%
7/31/2024Picton Mahoney Asset Management1,000$140K0.0%-37.5%0.007%
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7/31/2024 Farther Finance Advisors LLC3,409$474K0.0%+972.0%0.023%
7/31/2024 Spire Wealth Management5,655$792K0.0%+30.8%0.038%
7/31/2024Commonwealth Equity Services LLC121,818$17.05M0.0%+1.0%0.811%
7/31/2024 IFG Advisory LLC4,054$568K0.0%N/A0.027%
7/30/2024Jaffetilchin Investment Partners LLC3,512$492K0.0%+2.1%0.023%
7/30/2024 Bryn Mawr Capital Management LLC2,335$347K0.0%-3.8%0.016%
7/30/2024 International Assets Investment Management LLC844$118K0.0%N/A0.006%
7/29/2024Migdal Insurance & Financial Holdings Ltd.20,487$2.88M0.0%+2,822.5%0.136%
7/29/2024 Arkadios Wealth Advisors1,807$253K0.0%+24.1%0.012%
7/29/2024 Meitav Investment House Ltd.27,034$3.79M0.1%+57.3%0.180%
(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, 311 institutional investors and hedge funds held shares of SPDR S&P Aerospace & Defense ETF. The most heavily invested institutionals were LPL Financial LLC ($149.17M), Bank of America Corp DE ($61.59M), Envestnet Asset Management Inc. ($47.03M), Howard Capital Management Group LLC ($28.24M), Cumberland Advisors Inc. ($23.74M), Wells Fargo & Company MN ($21.04M), and UBS Group AG ($19.06M).Learn more on XAR's institutional investors.

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

Of the 268 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. ($171.02K), 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 5,128,347 shares in the last 24 months. This purchase volume represents approximately $644.13M in transactions.

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

Of the 144 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: UBS Group AG ($155.23K), PNC Financial Services Group Inc. ($94.23K), Raymond James Financial Services Advisors Inc. ($63.50K), Cumberland Advisors Inc. ($61.22K), Migdal Insurance & Financial Holdings Ltd. ($45.75K), HBW Advisory Services LLC ($42.09K), and Bank of America Corp DE ($35.57K).

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

Institutional investors have sold a total of 997,480 shares in the last 24 months. This volume of shares sold represents approximately $123.27M in transactions.


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This page (NYSEARCA:XAR) was last updated on 11/2/2024 by MarketBeat.com Staff
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