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

$142.18
-0.49 (-0.34%)
(As of 05/10/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
182
Total
Institutional Inflows
(last 12 months)
$432.12M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$61.31M
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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
5/10/2024Osaic Holdings Inc.127,101$17.86M0.0%-13.1%0.846%
5/10/2024First Foundation Advisors3,608$507K0.0%+21.4%0.024%
5/10/2024 Bright Financial Advisors Inc.2,115$292K0.2%N/A0.014%
5/9/2024 Orion Portfolio Solutions LLC9,644$1.36M0.0%+2.7%0.064%
5/9/2024 Picton Mahoney Asset Management1,600$225K0.0%+45.5%0.011%
5/9/2024 Kingsview Wealth Management LLC50,800$7.14M0.2%+222.0%0.338%
5/9/2024 Planning Directions Inc.3,451$485K0.3%-3.4%0.023%
5/8/2024 Avantax Advisory Services Inc.12,615$1.77M0.0%-6.8%0.084%
5/7/2024 Anson Capital Inc.12,043$1.69M2.4%-4.3%0.080%
5/7/2024 Meixler Investment Management Ltd.2,510$353K0.3%N/A0.017%
5/6/2024 Envestnet Portfolio Solutions Inc.27,877$3.92M0.0%+30.5%0.186%
5/6/2024 VitalStone Financial LLC949$133K0.1%+803.8%0.006%
5/4/2024 Beacon Bridge Wealth Partners LLC2,504$352K0.2%-3.1%0.017%
5/4/2024 WBI Investments LLC14,864$2.09M0.4%-12.9%0.099%
5/4/2024 Joseph P. Lucia & Associates LLC2,106$296K0.2%-17.9%0.014%
5/2/2024 Lincoln National Corp17,737$2.49M0.0%+24.5%0.118%
5/2/2024 Bryn Mawr Capital Management LLC2,428$341K0.0%-38.3%0.016%
5/2/2024 Moloney Securities Asset Management LLC2,437$342K0.1%-17.7%0.016%
5/1/2024 Janney Montgomery Scott LLC4,314$606K0.0%+9.0%0.029%
5/1/2024 BNP Paribas Financial Markets35,796$5.03M0.0%+5.1%0.237%
5/1/2024 Concourse Financial Group Securities Inc.42,991$6.04M0.4%+3.3%0.285%
5/1/2024 Wambolt & Associates LLC1,517$211K0.1%-50.0%0.010%
4/30/2024 Private Advisor Group LLC21,086$2.96M0.0%-34.9%0.140%
4/30/2024 J.W. Cole Advisors Inc.3,107$437K0.0%+15.2%0.021%
4/30/2024 Arkadios Wealth Advisors1,456$205K0.0%N/A0.010%
4/30/2024 Perigon Wealth Management LLC19,062$2.68M0.1%-2.0%0.126%
4/29/2024Commonwealth Equity Services LLC120,597$16.95M0.0%+17.2%0.800%
4/29/2024 ETF Store Inc.4,939$694K0.4%+10.0%0.033%
4/26/2024 Pinnacle Associates Ltd.17,741$2.49M0.0%+1.5%0.118%
4/26/2024 Clear Creek Financial Management LLC4,366$613K0.1%N/A0.029%
4/25/2024 Strategy Asset Managers LLC4,458$626K0.1%+6.5%0.030%
4/25/2024 Capital Investment Advisory Services LLC3,033$426K0.0%+2.6%0.020%
4/25/2024 Summit Financial LLC3,790$533K0.0%N/A0.025%
4/25/2024 Cambridge Investment Research Advisors Inc.69,771$9.80M0.0%+15.3%0.463%
4/24/2024 Lee Financial Group Hawaii Inc.43,327$6.09M4.8%-2.0%0.287%
4/24/2024 Spire Wealth Management4,325$608K0.0%+328.6%0.029%
4/24/2024 Solstein Capital LLC326$46K0.0%N/A0.002%
4/23/2024 Global Retirement Partners LLC4,068$572K0.0%-12.7%0.027%
4/23/2024 WASHINGTON TRUST Co252$35K0.0%N/A0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.30,615$4.30M0.0%-63.8%0.203%
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4/22/2024 Strategic Financial Concepts LLC3,010$423K0.1%+7.5%0.020%
4/22/2024 American Financial Advisors LLC16,948$2.38M0.3%-1.2%0.112%
4/22/2024 HF Advisory Group LLC1,471$207K0.1%-16.7%0.010%
4/22/2024 Raymond James & Associates73,444$10.32M0.0%-11.8%0.487%
4/19/2024 Spinnaker Investment Group LLC2,718$382K0.1%N/A0.018%
4/19/2024 Advisor Resource Council2,120$287K0.1%-90.9%0.014%
4/19/2024 Stapp Wealth Management Pllc5,536$778K1.4%+12.5%0.037%
4/18/2024 SeaCrest Wealth Management LLC15,102$2.12M0.3%+3.3%0.100%
4/18/2024 Dash Acquisitions Inc.1,723$228K0.1%N/A0.011%
4/18/2024 Park Place Capital Corp289$41K0.0%-27.6%0.002%
4/18/2024 Claro Advisors LLC3,863$543K0.1%-5.0%0.026%
4/16/2024 OneAscent Wealth Management LLC2,929$412K0.2%+6.6%0.019%
4/16/2024 Wealth Enhancement Advisory Services LLC9,529$1.34M0.0%+2.6%0.075%
4/15/2024 Cumberland Advisors Inc.165,419$23.24M8.6%-8.7%1.297%
4/15/2024 Flagstar Advisors Inc.5,234$736K0.2%+6.9%0.041%
4/15/2024 Kingswood Wealth Advisors LLC3,117$438K0.1%+82.2%0.024%
4/12/2024 Worth Asset Management LLC5,136$722K0.4%N/A0.040%
4/12/2024 Global Assets Advisory LLC111,272$15.64M0.1%N/A0.873%
4/11/2024 Clarus Wealth Advisors11,691$1.58M0.9%-1.3%0.092%
4/10/2024 Park Avenue Securities LLC12,662$1.78M0.0%+21.0%0.099%
4/5/2024 NBC Securities Inc.4,045$568K0.1%+5.1%0.032%
3/22/2024PNC Financial Services Group Inc.134,748$18.25M0.0%+89.2%1.057%
3/8/2024ICA Group Wealth Management LLC395$53K0.0%N/A0.003%
3/1/2024Creekmur Asset Management LLC2,648$359K0.1%N/A0.021%
3/1/2024Pineridge Advisors LLC586$79K0.0%N/A0.005%
2/29/2024Scarborough Advisors LLC21,869$2.96M0.6%N/A0.172%
2/28/2024EP Wealth Advisors LLC922$125K0.0%N/A0.007%
2/26/2024Centaurus Financial Inc.39,443$5.34M0.4%+35.3%0.309%
2/22/2024Scarborough Advisors LLC496,476$67.23M3.0%N/A3.894%
2/15/2024Greenlight Capital Inc.129,667$17.56M0.9%N/A1.017%
2/14/2024 Barometer Capital Management Inc.6,100$826K0.3%N/A0.048%
2/14/2024Connectus Wealth LLC47,622$6.45M0.1%-6.4%0.374%
2/13/2024Cetera Advisor Networks LLC47,843$6.48M0.0%+27.5%0.375%
2/13/2024Per Stirling Capital Management LLC.1,514$205K0.0%N/A0.012%
2/13/2024 Oppenheimer & Co. Inc.11,447$1.55M0.0%+253.6%0.090%
2/13/2024 Beacon Bridge Wealth Partners LLC2,583$350K0.2%N/A0.020%
2/13/2024Stevard LLC3,812$516K0.5%N/A0.030%
2/13/2024 Anson Capital Inc.12,584$1.70M2.8%-3.2%0.099%
2/12/2024Atlas Financial Advisors Inc.2,085$282K0.5%N/A0.016%
2/12/2024Private Wealth Strategies L.L.C.5,157$698K0.2%-2.4%0.040%
2/12/2024Focus Financial Network Inc. ADV5,020$680K0.0%N/A0.039%
2/12/2024Stifel Financial Corp43,171$5.85M0.0%+13.2%0.339%
2/12/2024 Edmond DE Rothschild Holding S.A.590$80K0.0%-22.4%0.005%
2/9/2024Founders Financial Alliance LLC2,057$279K0.1%-4.9%0.016%
2/9/2024 Advisory Services Network LLC2,932$397K0.0%+4.7%0.023%
2/9/2024 Orion Portfolio Solutions LLC9,393$1.23M0.0%-1.4%0.074%
2/9/2024Cypress Asset Management Inc. TX2,250$305K0.1%N/A0.018%
2/9/2024 Cambridge Investment Research Advisors Inc.60,521$8.20M0.0%-8.6%0.475%
2/9/2024 WBI Investments LLC17,066$2.31M0.5%-3.3%0.134%
2/9/2024Tidemark LLC4,676$633K0.4%N/A0.037%
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2/9/2024 Corient Private Wealth LLC4,735$641K0.0%-6.6%0.037%
2/9/2024D.A. Davidson & CO.13,798$1.87M0.0%N/A0.108%
2/9/2024Wells Fargo & Company MN155,353$21.04M0.0%-2.7%1.218%
2/9/2024UBS Group AG140,728$19.06M0.0%-18.2%1.104%
2/9/2024PNC Financial Services Group Inc.134,748$18.25M0.0%+89.2%1.057%
2/8/2024 Brown Advisory Inc.10,022$1.36M0.0%+11.3%0.079%
2/8/2024Missouri Trust & Investment Co2,570$348K0.1%N/A0.020%
2/8/2024Verity Asset Management Inc.1,786$242K0.2%-17.8%0.014%
2/8/2024Level Four Advisory Services LLC3,411$462K0.0%-6.5%0.027%
2/8/2024 Financial Advocates Investment Management2,109$286K0.0%-69.9%0.017%
(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, 294 institutional investors and hedge funds held shares of SPDR S&P Aerospace & Defense ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($204.59M), LPL Financial LLC ($94.57M), Bank of America Corp DE ($61.59M), Cumberland Advisors Inc. ($23.24M), Wells Fargo & Company MN ($21.04M), UBS Group AG ($19.06M), and PNC Financial Services Group Inc. ($18.25M).Learn more on XAR's institutional investors.

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

Of the 253 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: JPMorgan Chase & Co. ($1.64M), Picton Mahoney Asset Management ($1.10M), Scarborough Advisors LLC ($518.35K), LPL Financial LLC ($321.62K), Bank of America Corp DE ($196.90K), PNC Financial Services Group Inc. ($173.48K), and Greenlight Capital Inc. ($129.67K).

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

Institutional investors have bought a total of 6,576,449 shares in the last 24 months. This purchase volume represents approximately $800.57M in transactions.

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

Of the 138 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: BNP Paribas Arbitrage SA ($251.50K), UBS Group AG ($155.23K), Raymond James Financial Services Advisors Inc. ($122.88K), PNC Financial Services Group Inc. ($94.23K), Advisor Resource Council ($57.39K), Cumberland Advisors Inc. ($46.66K), and Migdal Insurance & Financial Holdings Ltd. ($45.75K).

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

Institutional investors have sold a total of 1,249,736 shares in the last 24 months. This volume of shares sold represents approximately $138.54M in transactions.


This page (NYSEARCA:XAR) was last updated on 5/11/2024 by MarketBeat.com Staff

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