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

SPDR S&P Aerospace & Defense ETF logo
$166.35 +3.14 (+1.92%)
(As of 12/20/2024 04:34 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
179
Total
Institutional Inflows
(last 12 months)
$368.49M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$81.04M
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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
12/13/2024 B. Riley Wealth Advisors Inc.8,489$1.34M0.0%+2.9%0.057%
11/25/2024 World Investment Advisors LLC9,838$1.55M0.0%+4.3%0.065%
11/25/2024 Sanctuary Advisors LLC2,116$365K0.0%-28.9%0.014%
11/15/2024 MML Investors Services LLC14,286$2.25M0.0%-82.1%0.095%
11/15/2024 Orion Portfolio Solutions LLC9,334$1.47M0.0%-4.2%0.062%
11/15/2024 National Bank of Canada FI677$107K0.0%-17.2%0.005%
11/15/2024 EP Wealth Advisors LLC1,449$228K0.0%+60.3%0.010%
11/15/2024 Kovitz Investment Group Partners LLC4,932$715K0.0%+102.1%0.033%
11/15/2024 Stifel Financial Corp39,964$6.29M0.0%-0.4%0.266%
11/15/2024 IHT Wealth Management LLC18,238$2.87M0.1%+4.5%0.121%
11/15/2024 Integrated Wealth Concepts LLC8,563$1.35M0.0%+2.5%0.057%
11/15/2024 Benjamin Edwards Inc.1,392$219K0.0%N/A0.009%
11/14/2024 Flow Traders U.S. LLC6,800$1.07M0.1%-6.7%0.045%
11/13/2024 BNP Paribas Financial Markets13,996$2.20M0.0%-64.1%0.093%
11/13/2024 Bank of Montreal Can29,179$4.58M0.0%+1,273.8%0.194%
11/13/2024 Private Trust Co. NA2,408$379K0.0%+5.4%0.016%
11/13/2024 Prosperity Financial Group Inc.1,428$225K0.1%-4.5%0.010%
11/12/2024 Centaurus Financial Inc.20,562$3.24M0.2%-34.3%0.137%
11/12/2024 MGB Wealth Management LLC9,571$1.51M0.5%-10.4%0.064%
11/12/2024 Kingsview Wealth Management LLC50,364$7.92M0.2%+5.1%0.335%
11/12/2024 Great Valley Advisor Group Inc.6,776$1.07M0.0%-8.8%0.045%
11/12/2024 Flagstar Advisors Inc.5,667$892K0.2%+1.4%0.038%
11/9/2024 LPL Financial LLC1,032,922$162.52M0.1%-3.1%6.877%
11/8/2024 Darwin Wealth Management LLC446$70K0.0%N/A0.003%
11/8/2024 First Horizon Advisors Inc.3,908$615K0.0%-6.0%0.026%
11/8/2024 Strategy Asset Managers LLC5,248$826K0.2%N/A0.035%
11/8/2024 PNC 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%
11/7/2024 Thrivent Financial for Lutherans2,351$370K0.0%-67.2%0.016%
11/7/2024 Obsidian 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%
11/6/2024 WESPAC Advisors SoCal LLC12,787$2.01M0.5%+19.6%0.085%
11/6/2024 Cable Hill Partners LLC1,373$216K0.0%N/A0.009%
11/6/2024 Oppenheimer & Co. Inc.13,743$2.16M0.0%+9.9%0.091%
11/5/2024 Prime Capital Investment Advisors LLC2,659$418K0.0%+20.7%0.018%
11/4/2024 Jaffetilchin Investment Partners LLC3,403$535K0.0%-3.1%0.023%
11/4/2024 Meixler Investment Management Ltd.6,961$1.10M0.8%+1.3%0.046%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.25,199$3.96M0.1%+23.0%0.168%
11/1/2024 Atria Investments Inc1,623$255K0.0%-5.4%0.011%
11/1/2024 Objective Capital Management LLC1,787$281K0.2%N/A0.012%
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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%
10/17/2024 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%
10/16/2024 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%
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%
9/23/2024 Centaurus Financial Inc.31,276$4.38M0.3%-28.2%0.208%
9/20/2024 Anchor Investment Management LLC880$123K0.0%+4,300.0%0.006%
9/5/2024 Sanctuary Advisors LLC2,975$405K0.0%N/A0.020%
8/26/2024 Founders Financial Alliance LLC2,244$314K0.1%+5.0%0.015%
8/22/2024 Cetera Investment Advisers78,909$11.05M0.0%-10.0%0.525%
8/21/2024 IMS Capital Management1,432$216K0.1%-6.5%0.010%
8/21/2024 Truist Financial Corp13,888$1.94M0.0%-67.5%0.092%
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8/19/2024 EP Wealth Advisors LLC904$126K0.0%N/A0.006%
8/19/2024 B. 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%
8/16/2024 Regal Investment Advisors LLC2,344$328K0.0%+5.4%0.016%
8/16/2024 Invst LLC1,881$262K0.0%N/A0.013%
8/16/2024 Second Line Capital LLC1,515$212K0.1%-21.3%0.010%
8/16/2024 NewEdge Advisors LLC13,942$1.95M0.0%+1,234.2%0.093%
8/16/2024 Northwestern 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%
8/16/2024 Rockport Wealth LLC1,534$215K0.1%N/A0.010%
(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, 314 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 ($28.24M), Cumberland Advisors Inc. ($23.74M), 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 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. ($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 5,182,419 shares in the last 24 months. This purchase volume represents approximately $654.29M in transactions.

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

Of the 148 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), MML Investors Services LLC ($65.69K), Raymond James Financial Services Advisors Inc. ($63.50K), UBS Group AG ($63.12K), Cumberland Advisors Inc. ($61.22K), 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 1,025,405 shares in the last 24 months. This volume of shares sold represents approximately $135.24M in transactions.



This page (NYSEARCA:XAR) was last updated on 12/21/2024 by MarketBeat.com Staff
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