SS SPDR S&P Aerospace DefXARETF
13F holders, Q4 2024 (December 31)370holders +25
30new positions
23sold out
2famous investors
$165.96avg. 13F price*
At the end of Q4 2024, 370 institutions reported holding SS SPDR S&P Aerospace Def (XAR) in their 13F filings, up 25 from Q3 2024. 30 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($197.4M), Bank of America Corp. ($134.5M) and Morgan Stanley ($125.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR S&P Aerospace Def
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A631
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $15.4M |
| Exits | 23 | $31.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,009,986 shares bought and 397,953 shares sold, net +612,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| LPL Financial LLC | 0.08% | Add +15.3% | 1,190,664 | $197.4M |
| Bank of America Corp. | 0.01% | Add +5.5% | 810,919 | $134.5M |
| Morgan Stanley | 0.01% | Add +4.7% | 758,094 | $125.7M |
| Wells Fargo & Company | 0.01% | Add +60.2% | 238,949 | $39.6M |
| UBS Group AG | 0.01% | Add +13.4% | 206,098 | $34.2M |
| Howard Capital Management Group, LLC | 2.11% | Add +3.8% | 186,333 | $30.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +60.1% | 158,189 | $26.2M |
| PNC Financial Services Group, Inc. | 0.02% | Add +4.3% | 148,575 | $24.6M |
| Cumberland Advisors Inc. | 9.55% | Reduce -4.3% | 144,379 | $23.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.6% | 134,037 | $22.2M |
| Raymond James Financial Inc. | 0.01% | — | 133,388 | $22.1M |
| Osaic Holdings, Inc. | 0.04% | Add +4.4% | 114,415 | $19.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.78% | Add +6.2% | 107,753 | $17.9M |
| Two Sigma Investments, LP | 0.04% | Add +351.3% | 102,000 | $16.9M |
| Royal Bank of Canada | 0.00% | Reduce -33.3% | 91,056 | $15.1M |
| Focus Partners Wealth | 0.04% | Add +5354.9% | 90,224 | $15.0M |
| Cetera Investment Advisers | 0.03% | Add +40.7% | 84,345 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +7.0% | 84,190 | $14.0M |
| Kingsview Wealth Management, LLC | 0.25% | Add +51.3% | 76,176 | $12.6M |
| Enclave Advisors LLC | 2.03% | Add +20.8% | 74,384 | $12.3M |
| BNP Paribas Financial Markets | 0.01% | Add +372.3% | 66,096 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.2% | 64,938 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.6% | 64,905 | $10.8M |
| Buska Wealth Management, LLC | 3.31% | Add +10.8% | 62,334 | $10.3M |
| Susquehanna International Group, LLP | 0.01% | Add +357.7% | 59,537 | $9.9M |
| Stifel Financial Corp. | 0.01% | Add +25.8% | 50,287 | $8.3M |
| CoreCap Advisors, LLC | 0.34% | Add +3.5% | 45,533 | $7.6M |
| Concourse Financial Group Securities, Inc. | 0.37% | Add +6.9% | 36,753 | $6.6M |
| Lido Advisors, LLC | 0.04% | Add +3.6% | 38,780 | $6.4M |
| Obsidian Personal Planning Solutions LLC | 3.08% | Add +4.5% | 36,341 | $6.4M |
| Bourgeon Capital Management LLC | 1.20% | Reduce -0.8% | 38,248 | $6.3M |
| FLC Capital Advisors | 1.39% | Add +0.0% | 36,378 | $6.0M |
| WESPAC Advisors SoCal, LLC | 1.22% | Add +154.8% | 32,584 | $5.4M |
| Corient Private Wealth LP | 0.01% | Add +1.4% | 29,766 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.9% | 28,129 | $4.7M |
| Truist Financial Corp. | 0.01% | Add +71.8% | 25,540 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.0% | 22,472 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +13.6% | 21,861 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +9.2% | 21,463 | $3.6M |
| Creative Planning | 0.00% | Reduce -5.9% | 21,231 | $3.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Reduce -16.1% | 21,138 | $3.5M |
| Centaurus Financial, Inc. | 0.21% | Add +2.2% | 21,012 | $3.5M |
| SFI Advisors, LLC | 2.38% | Reduce -1.7% | 20,483 | $3.4M |
| IHT Wealth Management, LLC | 0.11% | Add +10.9% | 20,229 | $3.4M |
| Independent Advisor Alliance | 0.04% | New | 18,984 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +38.1% | 18,974 | $3.1M |
| Pacific Sun Financial Corp | 1.69% | Add +0.6% | 18,704 | $3.1M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -39.4% | 18,687 | $3.1M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -6.6% | 17,831 | $3.1M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 18,387 | $3.0M |
| Mariner, LLC | 0.01% | Add +13.7% | 18,376 | $3.0M |
| Meitav Investment House Ltd. | 0.05% | Reduce -40.7% | 17,819 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -0.3% | 17,432 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -7.4% | 17,302 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 16,713 | $2.8M |
| NovaPoint Capital, LLC | 0.84% | Reduce -1.9% | 16,596 | $2.8M |
| SeaCrest Wealth Management, LLC | 0.28% | Reduce -6.0% | 16,096 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Add +26.2% | 15,883 | $2.6M |
| Quadcap Wealth Management, LLC | 0.38% | Add +10.4% | 15,432 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +7.5% | 15,356 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -12.8% | 15,244 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Add +1.9% | 14,997 | $2.5M |
| American Financial Advisors, LLC | 0.35% | Add +0.2% | 14,965 | $2.5M |
| Wbi Investments, LLC | 0.61% | Add +0.5% | 14,737 | $2.4M |
| Bank Hapoalim BM | 0.41% | Reduce -6.2% | 14,470 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 14,325 | $2.4M |
| Cavalier Investments, LLC | 0.76% | No change | 13,804 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +15.2% | 12,769 | $2.1M |
| Retirement Planning Group, LLC | 0.11% | Reduce -44.9% | 12,672 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +74.7% | 11,935 | $2.0M |
| Bank of Montreal | 0.00% | Reduce -59.5% | 11,809 | $2.0M |
| Clarus Wealth Advisors | 0.95% | Add +0.4% | 11,442 | $1.9M |
| Waverly Advisors, LLC | 0.03% | Add +30.2% | 11,210 | $1.9M |
| Citadel Advisors | 0.00% | Add +439.5% | 10,823 | $1.8M |
| Trivium Point Advisory, LLC | 0.23% | Reduce -5.0% | 10,745 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,585 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -11.8% | 10,425 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +2.5% | 10,401 | $1.7M |
| Financial Advocates Investment Management | 0.10% | Add +67.1% | 10,221 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.0% | 10,183 | $1.7M |
| World Investment Advisors | 0.05% | Add +0.9% | 9,929 | $1.6M |
| Principal Securities, Inc. | 0.04% | Add +3.3% | 9,863 | $1.6M |
| Anson Capital, Inc. | 1.42% | Reduce -14.9% | 9,847 | $1.6M |
| Rockport Wealth LLC | 0.72% | Add +534.5% | 9,734 | $1.6M |
| Ameritas Advisory Services, LLC | 0.05% | Add +12.9% | 9,584 | $1.6M |
| MGB Wealth Management, LLC | 0.49% | Reduce -0.5% | 9,521 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 9,025 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.4% | 8,855 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.3% | 8,838 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -5.3% | 8,838 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -38.8% | 8,190 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -4.5% | 8,106 | $1.3M |
| Summit Financial, LLC | 0.05% | Add +14.3% | 8,079 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +73.8% | 7,083 | $1.2M |
| Meixler Investment Management, Ltd. | 0.86% | Add +0.8% | 7,015 | $1.2M |
| IFP Advisors, Inc | 0.04% | Add +102.7% | 6,831 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.2% | 6,760 | $1.1M |
| Byrne Financial Freedom, LLC | 0.46% | — | 6,218 | $1.0M |
| Flagstar Securities, Inc. | 0.25% | Add +8.8% | 6,168 | $1.0M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -11.6% | 6,123 | $1.0M |
"% 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.