SS SPDR S&P Aerospace DefXARETF
13F holders, Q2 2026 (June 30)616holders +42
89new positions
46sold out
4famous investors
$283.75avg. 13F price*
At the end of Q2 2026, 616 institutions reported holding SS SPDR S&P Aerospace Def (XAR) in their 13F filings, up 42 from Q1 2026. 89 opened new positions and 46 sold out. The largest holders were LPL Financial LLC ($412.8M), Morgan Stanley ($250.3M) and Bank of America Corp. ($245.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P Aerospace Def
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A631
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $43.3M |
| Exits | 46 | $96.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,037,755 shares bought and 718,217 shares sold, net +319,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 616 holders
| LPL Financial LLC | 0.09% | Add +7.8% | 1,454,537 | $412.8M |
| Morgan Stanley | 0.01% | Reduce -0.2% | 881,929 | $250.3M |
| Bank of America Corp. | 0.02% | Add +2.0% | 866,092 | $245.8M |
| Wells Fargo & Company | 0.03% | Add +27.3% | 599,395 | $170.1M |
| Ameriprise Financial Inc. | 0.02% | Add +19.2% | 280,520 | $79.6M |
| Raymond James Financial Inc. | 0.02% | Add +1.3% | 259,178 | $73.6M |
| UBS Group AG | 0.01% | Add +4.3% | 256,859 | $72.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.5% | 209,691 | $59.5M |
| Commonwealth Equity Services, LLC | 0.07% | Add +1.0% | 185,880 | $52.8M |
| Howard Capital Management Group, LLC | 3.20% | Reduce -0.8% | 184,408 | $52.3M |
| Osaic Holdings, Inc. | 0.06% | Add +25.3% | 180,518 | $51.3M |
| JPMorgan Chase & Co. | 0.00% | Add +67.1% | 178,971 | $49.6M |
| Royal Bank of Canada | 0.01% | Add +0.0% | 173,177 | $49.1M |
| Affinity Wealth Management LLC | 5.72% | Reduce -0.5% | 156,609 | $44.4M |
| Cetera Investment Advisers | 0.04% | Add +4.4% | 145,795 | $41.4M |
| Enclave Advisors LLC | 5.29% | Add +7.3% | 143,072 | $40.6M |
| PNC Financial Services Group, Inc. | 0.02% | Add +2.0% | 143,045 | $40.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.93% | Add +5.9% | 123,156 | $35.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.2% | 118,572 | $33.6M |
| Robinhood Asset Management, LLC | 1.78% | Add +19.6% | 117,413 | $33.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -0.4% | 113,789 | $32.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -40.7% | 102,923 | $29.2M |
| Teamwork Financial Advisors, LLC | 2.24% | Add +13.0% | 84,616 | $24.0M |
| MML Investors Services, LLC | 0.05% | Add +11.9% | 80,750 | $22.9M |
| Stifel Financial Corp. | 0.02% | Add +1.2% | 78,782 | $22.4M |
| Jones Financial Companies LLLP | 0.01% | Add +20.4% | 77,451 | $21.2M |
| Kingsview Wealth Management, LLC | 0.26% | Add +10.9% | 74,618 | $21.2M |
| Cumberland Advisors Inc. | 7.26% | Reduce -1.6% | 72,577 | $20.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.3% | 67,272 | $19.1M |
| Warner Group LLC | 4.56% | Add +104.2% | 65,204 | $18.5M |
| WESPAC Advisors SoCal, LLC | 2.57% | Add +2.1% | 50,425 | $14.3M |
| Focus Partners Wealth | 0.01% | Add +0.6% | 48,491 | $13.8M |
| Armstrong Advisory Group, Inc. | 0.83% | Add +4.1% | 48,295 | $13.7M |
| Merit Financial Group, LLC | 0.07% | Reduce -2.4% | 41,888 | $11.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +18.6% | 40,666 | $11.5M |
| HighTower Advisors, LLC | 0.01% | Add +14.4% | 40,634 | $11.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.5% | 39,842 | $11.3M |
| Quadrature Capital Ltd | 0.09% | Add +44.1% | 38,899 | $11.0M |
| Sanctuary Advisors, LLC | 0.05% | Add +39.2% | 35,928 | $10.2M |
| Wealthfront Advisers LLC | 0.02% | Add +7.4% | 35,555 | $10.1M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 3.47% | — | 35,536 | $10.1M |
| FLC Capital Advisors | 1.57% | Reduce -1.3% | 33,637 | $9.5M |
| CoreCap Advisors, LLC | 0.28% | Reduce -21.2% | 33,083 | $9.4M |
| Bourgeon Capital Management LLC | 1.41% | Reduce -3.9% | 32,764 | $9.3M |
| Y.D. More Investments Ltd | 0.29% | Add +12.3% | 32,470 | $9.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +8.2% | 32,047 | $9.1M |
| HBW Advisory Services LLC | 0.81% | Add +18.8% | 31,696 | $9.0M |
| Citadel Advisors | 0.01% | Reduce -9.3% | 31,570 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -32.6% | 31,258 | $8.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.4% | 30,964 | $8.8M |
| Waverly Advisors, LLC | 0.05% | Add +24.8% | 30,132 | $8.6M |
| HRT Financial LP | 0.02% | Add +268.0% | 29,910 | $8.5M |
| IHT Wealth Management, LLC | 0.18% | Add +24.5% | 29,702 | $8.4M |
| HighPoint Advisor Group LLC | 0.29% | Add +14.3% | 29,304 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Add +7.1% | 29,004 | $8.2M |
| Southern Capital Services Inc. | 4.35% | Add +8.9% | 27,331 | $7.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +348.2% | 27,136 | $7.7M |
| Creative Planning | 0.00% | Reduce -34.2% | 25,035 | $7.1M |
| Corient Private Wealth LP | 0.01% | Add +10.5% | 25,011 | $7.1M |
| NewEdge Advisors, LLC | 0.02% | Add +23.6% | 24,342 | $6.9M |
| Mutual Advisors, LLC | 0.13% | Add +491.6% | 23,990 | $6.8M |
| Fifth Third Securities, Inc. | 0.34% | Add +138.0% | 21,105 | $6.0M |
| Viewpoint Investment Partners Corp. | 2.03% | Reduce -14.5% | 19,904 | $5.9M |
| Equitable Holdings, Inc. | 0.03% | Reduce -3.4% | 20,611 | $5.8M |
| Snowden Capital Advisors LLC | 0.14% | Add +50.2% | 20,558 | $5.8M |
| Perigon Wealth Management, LLC | 0.09% | Add +28.3% | 20,440 | $5.8M |
| Truist Financial Corp. | 0.01% | Add +2.9% | 20,166 | $5.7M |
| McGuire Investment Group, LLC | 0.50% | Add +0.9% | 19,995 | $5.7M |
| Principal Securities, Inc. | 0.07% | Add +3.4% | 19,457 | $5.5M |
| Brown Advisory Inc. | 0.01% | Add +0.2% | 19,095 | $5.4M |
| OneDigital Investment Advisors LLC | 0.05% | Add +83.1% | 18,995 | $5.4M |
| Bank of Montreal | 0.00% | Add +14.2% | 18,882 | $5.4M |
| Arax Advisory Partners | 0.04% | Add +516.0% | 18,715 | $5.3M |
| Fortis Group Advisors, LLC | 0.83% | New | 18,396 | $5.2M |
| Centaurus Financial, Inc. | 0.20% | Add +3.4% | 18,335 | $5.2M |
| Meitav Investment House Ltd. | 0.03% | Reduce -55.1% | 17,635 | $5.0M |
| Norris Financial Group, LLC | 1.98% | Add +7.3% | 17,568 | $5.0M |
| Hobart Private Capital, LLC | 0.85% | Add +22.1% | 17,531 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +0.8% | 17,363 | $4.9M |
| Pinnacle Associates Ltd. | 0.05% | Add +0.5% | 17,177 | $4.9M |
| &partners | 0.02% | Add +1.6% | 16,927 | $4.8M |
| Pacific Sun Financial Corp | 1.95% | Reduce -6.9% | 16,679 | $4.7M |
| D.A. Davidson & Co. | 0.03% | Add +3.1% | 16,525 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.6% | 17,117 | $4.6M |
| Jump Financial, LLC | 0.05% | Add +4.0% | 16,267 | $4.6M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +11.5% | 16,137 | $4.6M |
| Silverleafe Capital Partners, LLC | 1.20% | New | 15,543 | $4.4M |
| Innealta Capital, LLC | 2.31% | No change | 15,234 | $4.3M |
| Oppenheimer & Co. Inc. | 0.04% | Add +16.3% | 14,636 | $4.2M |
| Mariner, LLC | 0.00% | Reduce -42.5% | 14,085 | $4.0M |
| WealthSpring Partners, LLC | 3.43% | Add +5.9% | 14,075 | $4.0M |
| Cavalier Investments, LLC | 1.44% | No change | 13,804 | $3.9M |
| NovaPoint Capital, LLC | 0.79% | Reduce -14.2% | 13,338 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +0.7% | 12,995 | $3.7M |
| Cornerstone Wealth Management, LLC | 0.16% | Add +11.5% | 12,776 | $3.6M |
| Yelin Lapidot Holdings Management Ltd. | 0.67% | No change | 12,500 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -0.3% | 12,354 | $3.5M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +9.0% | 12,222 | $3.5M |
| Buska Wealth Management, LLC | 1.24% | Reduce -28.2% | 12,076 | $3.4M |
| Lido Advisors, LLC | 0.01% | Reduce -26.4% | 11,847 | $3.4M |
"% of holder's portfolio" is XAR's weight in each manager's 13F, not the share of SS SPDR S&P Aerospace Def the manager owns.