SS SPDR S&P Aerospace DefXARETF
13F holders, Q1 2025 (March 31)370holders
39new positions
33sold out
1famous investor
$158.87avg. 13F price*
At the end of Q1 2025, 370 institutions reported holding SS SPDR S&P Aerospace Def (XAR) in their 13F filings, unchanged from Q4 2024. 39 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($193.3M), Bank of America Corp. ($130.9M) and Morgan Stanley ($119.9M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR S&P Aerospace Def
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A631
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $28.8M |
| Exits | 33 | $20.7M |
All 13F filers, Q4 2024 → Q1 2025: 840,191 shares bought and 496,873 shares sold, net +343,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| LPL Financial LLC | 0.08% | Add +1.0% | 1,202,709 | $193.3M |
| Bank of America Corp. | 0.01% | Add +0.5% | 814,594 | $130.9M |
| Morgan Stanley | 0.01% | Reduce -1.6% | 746,124 | $119.9M |
| Wells Fargo & Company | 0.01% | Add +4.3% | 249,181 | $40.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +247.5% | 225,642 | $36.3M |
| UBS Group AG | 0.01% | Add +1.4% | 208,908 | $33.6M |
| Howard Capital Management Group, LLC | 2.34% | Add +0.6% | 187,371 | $30.1M |
| Raymond James Financial Inc. | 0.01% | Add +26.0% | 168,110 | $27.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.5% | 157,397 | $25.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +12.5% | 150,743 | $24.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -10.0% | 133,766 | $21.5M |
| Cetera Investment Advisers | 0.04% | Add +47.0% | 123,963 | $19.9M |
| Cumberland Advisors Inc. | 8.10% | Reduce -23.0% | 111,149 | $17.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.78% | Add +0.4% | 108,162 | $17.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -6.5% | 106,917 | $17.2M |
| Royal Bank of Canada | 0.00% | Add +16.2% | 105,773 | $17.0M |
| Ameriprise Financial Inc. | 0.00% | Add +51.5% | 98,336 | $15.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +9.6% | 92,239 | $14.8M |
| BNP Paribas Financial Markets | 0.01% | Add +37.8% | 91,106 | $14.6M |
| Enclave Advisors LLC | 2.35% | Add +15.1% | 85,638 | $13.8M |
| Kingsview Wealth Management, LLC | 0.23% | Add +1.7% | 77,496 | $12.5M |
| MML Investors Services, LLC | 0.03% | Add +299.3% | 61,316 | $9.9M |
| Buska Wealth Management, LLC | 2.93% | Reduce -6.5% | 58,268 | $9.4M |
| Thrive Capital Management, LLC | 5.12% | New | 139,337 | $8.6M |
| CoreCap Advisors, LLC | 0.37% | Add +14.4% | 52,106 | $8.4M |
| Stifel Financial Corp. | 0.01% | Add +0.2% | 50,372 | $8.1M |
| Focus Partners Wealth | 0.02% | Reduce -48.6% | 46,414 | $7.5M |
| JPMorgan Chase & Co. | 0.00% | Add +53.6% | 43,194 | $6.9M |
| Obsidian Personal Planning Solutions LLC | 3.09% | Add +11.5% | 40,511 | $6.9M |
| Lido Advisors, LLC | 0.04% | Add +1.5% | 39,361 | $6.3M |
| Bourgeon Capital Management LLC | 1.34% | Reduce -0.8% | 37,953 | $6.1M |
| FLC Capital Advisors | 1.32% | Add +0.9% | 36,713 | $5.9M |
| WESPAC Advisors SoCal, LLC | 1.48% | Add +8.9% | 35,475 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +45.0% | 32,573 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -3.2% | 28,805 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +18.7% | 25,477 | $4.1M |
| Truist Financial Corp. | 0.01% | Reduce -3.9% | 24,552 | $3.9M |
| Creative Planning | 0.00% | Add +5.3% | 22,357 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.0% | 21,649 | $3.5M |
| Advisor Resource Council | 0.27% | New | 20,469 | $3.3M |
| SFI Advisors, LLC | 2.38% | Reduce -2.0% | 20,076 | $3.2M |
| IHT Wealth Management, LLC | 0.10% | Reduce -2.9% | 19,639 | $3.2M |
| Mariner, LLC | 0.01% | Add +4.1% | 19,127 | $3.1M |
| Pacific Sun Financial Corp | 1.70% | Reduce -0.7% | 18,569 | $3.0M |
| Jane Street Group, LLC | 0.01% | Add +10.0% | 18,380 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +72.2% | 18,231 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.1% | 18,188 | $2.9M |
| Perigon Wealth Management, LLC | 0.07% | Add +0.6% | 17,942 | $2.9M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -0.4% | 17,357 | $2.8M |
| Brown Advisory Inc. | 0.00% | Reduce -7.7% | 16,970 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +17.3% | 16,800 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +37.5% | 16,410 | $2.7M |
| SeaCrest Wealth Management, LLC | 0.30% | Add +0.9% | 16,234 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -0.5% | 15,809 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.1% | 15,261 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Add +0.3% | 15,048 | $2.4M |
| NovaPoint Capital, LLC | 0.74% | Reduce -9.4% | 15,034 | $2.4M |
| American Financial Advisors, LLC | 0.34% | Reduce -1.3% | 14,772 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +293540.0% | 14,682 | $2.4M |
| Bank Hapoalim BM | 0.34% | Reduce -2.9% | 14,058 | $2.3M |
| Cavalier Investments, LLC | 0.75% | No change | 13,804 | $2.2M |
| Meitav Investment House Ltd. | 0.04% | Reduce -23.0% | 13,724 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +6.7% | 13,630 | $2.2M |
| Yelin Lapidot Holdings Management Ltd. | 0.39% | New | 12,500 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -34.4% | 12,449 | $2.0M |
| Y.D. More Investments Ltd | 0.17% | Add +969.8% | 12,410 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Add +20.3% | 11,528 | $1.9M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.1% | 11,201 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +21.2% | 10,732 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +2.8% | 10,689 | $1.7M |
| Trivium Point Advisory, LLC | 0.21% | Reduce -2.7% | 10,457 | $1.7M |
| Retirement Planning Group, LLC | 0.08% | Reduce -17.6% | 10,440 | $1.7M |
| Principal Securities, Inc. | 0.04% | No change | 9,863 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.3% | 10,049 | $1.6M |
| Clarus Wealth Advisors | 0.86% | Reduce -13.0% | 9,952 | $1.6M |
| World Investment Advisors | 0.04% | Add +1.1% | 10,033 | $1.6M |
| Empowered Funds, LLC | 0.02% | New | 9,846 | $1.6M |
| Anson Capital, Inc. | 1.36% | Reduce -0.1% | 9,838 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +85.5% | 9,753 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +157.6% | 9,545 | $1.5M |
| MGB Wealth Management, LLC | 0.55% | No change | 9,521 | $1.5M |
| Summit Financial, LLC | 0.04% | Add +12.7% | 9,102 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +225.7% | 8,657 | $1.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -59.2% | 8,632 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.10% | New | 8,561 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.1% | 8,295 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -6.1% | 8,295 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +0.8% | 8,257 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +0.7% | 8,162 | $1.3M |
| Viewpoint Investment Partners Corp. | 0.71% | New | 8,155 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +14.4% | 8,101 | $1.3M |
| Maridea Wealth Management LLC | 0.42% | Add +95.3% | 8,077 | $1.3M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 7,700 | $1.2M |
| Fifth Third Securities, Inc. | 0.10% | Add +200.1% | 7,578 | $1.2M |
| IFP Advisors, Inc | 0.04% | Add +9.7% | 7,494 | $1.2M |
| Keystone Global Partners, LLC | 0.82% | — | 7,304 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -41.9% | 6,863 | $1.1M |
| MADDEN SECURITIES Corp | 0.41% | New | 6,605 | $1.1M |
| Meixler Investment Management, Ltd. | 0.73% | Reduce -7.0% | 6,524 | $1.0M |
| FMR LLC | 0.00% | Add +32.9% | 6,438 | $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.