SS SPDR S&P AEROSPACE DEF XAR
$287.56
+0.9% 52w: $197.84 – $292.55
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data197.84245.19292.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
565
+70 QoQ
13F value
$2.58B
+19.8% QoQ
Smart-money holders
13
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.8×
$20.4M calls / $7.2M puts
Institutional value by quarter
Number of holders
Who owns XAR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.3M | $342.6M | 0.1% | +4.8% |
| MORGAN STANLEY | Bank broker | 883.4K | $224.4M | 0.0% | +26.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 848.7K | $215.6M | 0.0% | +5.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 471.0K | $119.6M | 0.0% | +29.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 255.8K | $65.0M | 0.0% | +0.1% |
| UBS Group AG | Bank broker | 246.4K | $62.6M | 0.0% | +19.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 235.4K | $59.9M | 0.0% | +32.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 212.9K | $54.1M | 0.0% | +17.8% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 188.5K | $47.9M | 0.0% | +541.1% |
| Howard Capital Management Group, LLC ★2 | Fundamental diversified | 185.9K | $47.2M | 3.1% | +0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 184.1K | $46.8M | 0.1% | +17.0% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 173.6K | $44.1M | 0.0% | +40.7% |
| ROYAL BANK OF CANADA | Bank broker | 173.1K | $44.0M | 0.0% | +19.2% |
| AFFINITY WEALTH MANAGEMENT LLC | Wealth advisor | 157.4K | $40.0M | 6.1% | -1.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 144.0K | $36.6M | 0.1% | -14.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 140.2K | $35.6M | 0.0% | +8.9% |
| Cetera Investment Advisers | Wealth advisor | 139.6K | $35.5M | 0.0% | +14.2% |
| Enclave Advisors LLC | Wealth advisor | 133.4K | $33.9M | 4.8% | +2.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 130.5K | $33.1M | 0.0% | -7.0% |
| CWM, LLC | Wealth advisor | 124.6K | $31.6M | 0.1% | -39.7% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 116.3K | $29.5M | 0.9% | -2.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 114.3K | $29.0M | 0.1% | +13.6% |
| JPMORGAN CHASE & CO | Bank broker | 107.1K | $25.9M | 0.0% | +3.5% |
| Robinhood Asset Management, LLC | Wealth advisor | 98.2K | $24.9M | 1.8% | -33.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 77.9K | $19.8M | 0.0% | +2.4% |
| Teamwork Financial Advisors, LLC ★2 | Fundamental diversified | 74.9K | $19.0M | 2.1% | +2180.8% |
| CUMBERLAND ADVISORS INC | Wealth advisor | 73.7K | $18.7M | 7.3% | -3.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 72.1K | $18.3M | 0.1% | +30.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 68.2K | $17.3M | 0.0% | +37.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 67.3K | $17.1M | 0.2% | -9.6% |
| Horizon Wealth Management, LLC | Wealth advisor | 65.6K | $16.7M | 2.4% | +207.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 64.3K | $16.1M | 0.0% | +86.9% |
| WESPAC Advisors SoCal, LLC | Other | 49.4K | $12.5M | 2.7% | -1.1% |
| Focus Partners Wealth | Wealth advisor | 48.2K | $12.2M | 0.0% | -1.7% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 46.4K | $11.8M | 0.1% | +1426.5% |
| ARMSTRONG ADVISORY GROUP, INC | Wealth advisor | 46.4K | $11.8M | 0.8% | +85.4% |
| Merit Financial Group, LLC | Wealth advisor | 42.9K | $10.9M | 0.1% | +3.0% |
| CoreCap Advisors, LLC | Wealth advisor | 42.0K | $10.7M | 0.4% | -24.0% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 39.3K | $10.0M | 0.1% | -11.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 39.3K | $10.0M | 0.0% | +0.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 38.4K | $9.7M | 0.0% | +347.8% |
| Creative Planning | Wealth advisor | 38.0K | $9.7M | 0.0% | +70.7% |
| HighTower Advisors, LLC | Diversified mechanical | 35.5K | $9.0M | 0.0% | +63.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 34.8K | $8.8M | 0.0% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 34.3K | $8.7M | 0.0% | -6.7% |
| BOURGEON CAPITAL MANAGEMENT LLC | Other | 34.1K | $8.7M | 1.5% | +0.3% |
| FLC Capital Advisors | Wealth advisor | 34.1K | $8.7M | 1.6% | +0.6% |
| Wealthfront Advisers LLC | Wealth advisor | 33.1K | $8.4M | 0.0% | +23.0% |
| Warner Group LLC | Wealth advisor | 31.9K | $8.1M | 5.3% | +5.7% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 31.8K | $8.1M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.