SS SPDR S&P Aerospace DefXARETF
13F holders, Q2 2025 (June 30)410holders +40
63new positions
25sold out
2famous investors
$210.85avg. 13F price*
At the end of Q2 2025, 410 institutions reported holding SS SPDR S&P Aerospace Def (XAR) in their 13F filings, up 40 from Q1 2025. 63 opened new positions and 25 sold out. The largest holders were LPL Financial LLC ($239.8M), Bank of America Corp. ($161.6M) and Morgan Stanley ($152.7M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- SS SPDR S&P Aerospace Def
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A631
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $100.7M |
| Exits | 25 | $19.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,045,181 shares bought and 700,972 shares sold, net +344,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 410 holders
| LPL Financial LLC | 0.08% | Reduce -5.5% | 1,136,777 | $239.8M |
| Bank of America Corp. | 0.01% | Reduce -6.0% | 766,154 | $161.6M |
| Morgan Stanley | 0.01% | Reduce -3.0% | 723,866 | $152.7M |
| Wells Fargo & Company | 0.01% | Add +28.8% | 320,969 | $67.7M |
| UBS Group AG | 0.01% | Add +5.3% | 220,005 | $46.4M |
| Raymond James Financial Inc. | 0.01% | Add +15.7% | 194,416 | $41.0M |
| Howard Capital Management Group, LLC | 2.77% | Add +0.7% | 188,672 | $39.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -25.3% | 168,564 | $35.6M |
| Affinity Wealth Management LLC | 5.42% | New | 160,932 | $33.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -11.2% | 133,894 | $28.2M |
| Osaic Holdings, Inc. | 0.05% | Add +21.0% | 129,391 | $27.3M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -6.4% | 125,170 | $26.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.96% | Add +8.8% | 117,729 | $24.8M |
| Ameriprise Financial Inc. | 0.01% | Add +14.6% | 112,705 | $23.8M |
| Marks Wealth, LLC | 7.69% | New | 112,426 | $23.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.7% | 112,273 | $23.7M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 107,422 | $22.7M |
| Enclave Advisors LLC | 3.66% | Add +25.4% | 107,397 | $22.7M |
| Cetera Investment Advisers | 0.04% | Reduce -17.9% | 101,721 | $21.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -4.1% | 88,422 | $18.7M |
| Cumberland Advisors Inc. | 7.16% | Reduce -27.4% | 80,694 | $17.0M |
| Stonebridge Financial Group, LLC | 1.40% | Add +18876.7% | 68,316 | $14.4M |
| JPMorgan Chase & Co. | 0.00% | Add +49.4% | 64,513 | $13.6M |
| Kingsview Wealth Management, LLC | 0.22% | Reduce -19.1% | 62,720 | $13.2M |
| Stifel Financial Corp. | 0.01% | Add +20.5% | 60,689 | $12.8M |
| CoreCap Advisors, LLC | 0.49% | Add +10.0% | 57,328 | $12.1M |
| WESPAC Advisors SoCal, LLC | 2.38% | Add +42.6% | 50,603 | $10.7M |
| MML Investors Services, LLC | 0.03% | Reduce -20.2% | 48,946 | $10.3M |
| SMI Advisory Services, LLC | 1.91% | New | 45,380 | $9.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.12% | Add +433.6% | 46,059 | $9.7M |
| Focus Partners Wealth | 0.02% | Reduce -2.3% | 45,345 | $9.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -51.0% | 44,660 | $9.4M |
| EWG Elevate Inc. | 2.85% | New | 43,784 | $9.2M |
| Buska Wealth Management, LLC | 2.40% | Reduce -28.4% | 41,697 | $8.8M |
| Obsidian Personal Planning Solutions LLC | 3.54% | Add +2.4% | 41,471 | $8.7M |
| Lido Advisors, LLC | 0.05% | Add +2.3% | 40,249 | $8.5M |
| Bourgeon Capital Management LLC | 1.61% | Reduce -0.4% | 37,788 | $8.0M |
| Meitav Investment House Ltd. | 0.11% | Add +173.3% | 37,503 | $7.9M |
| FLC Capital Advisors | 1.58% | Reduce -1.3% | 36,248 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.4% | 35,316 | $7.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +211.4% | 31,297 | $6.5M |
| Corient Private Wealth LP | 0.01% | Reduce -7.4% | 26,684 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Add +19.8% | 25,941 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +219.5% | 25,885 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +2.8% | 25,230 | $5.3M |
| Viewpoint Investment Partners Corp. | 2.81% | Add +198.1% | 24,313 | $5.1M |
| IHT Wealth Management, LLC | 0.14% | Add +22.3% | 24,027 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +26.8% | 23,060 | $4.9M |
| Prostatis Group LLC | 1.39% | New | 23,056 | $4.9M |
| Wealthfront Advisers LLC | 0.01% | Add +45.0% | 22,931 | $4.8M |
| Creative Planning | 0.00% | Reduce -3.3% | 21,618 | $4.6M |
| Mariner, LLC | 0.01% | Add +11.8% | 21,394 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +30.9% | 21,472 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Add +1029.7% | 20,730 | $4.4M |
| SFI Advisors, LLC | 2.73% | Reduce -6.7% | 18,734 | $4.0M |
| Pacific Sun Financial Corp | 2.00% | Reduce -2.3% | 18,151 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +6.4% | 17,876 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -32.9% | 17,091 | $3.6M |
| Y.D. More Investments Ltd | 0.25% | Add +37.0% | 17,000 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Add +102.9% | 16,757 | $3.5M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -4.3% | 16,617 | $3.5M |
| Brown Advisory Inc. | 0.00% | Reduce -2.7% | 16,509 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -11.0% | 16,229 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +1.4% | 15,481 | $3.3M |
| NovaPoint Capital, LLC | 0.99% | Add +2.0% | 15,341 | $3.2M |
| D.A. Davidson & Co. | 0.02% | Add +0.4% | 15,111 | $3.2M |
| SeaCrest Wealth Management, LLC | 0.35% | Reduce -6.9% | 15,107 | $3.2M |
| Principal Securities, Inc. | 0.06% | Add +52.3% | 15,018 | $3.2M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -16.6% | 14,962 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Add +9.6% | 14,931 | $3.1M |
| Keystone Global Partners, LLC | 1.69% | Add +101.0% | 14,683 | $3.1M |
| American Financial Advisors, LLC | 0.42% | Reduce -3.5% | 14,258 | $3.0M |
| Bank Hapoalim BM | 0.42% | Reduce -1.4% | 13,864 | $2.9M |
| Cavalier Investments, LLC | 0.88% | No change | 13,804 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +403.6% | 13,557 | $2.9M |
| Yelin Lapidot Holdings Management Ltd. | 0.48% | No change | 12,500 | $2.6M |
| Centaurus Financial, Inc. | 0.15% | Add +171.7% | 12,452 | $2.6M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -1.9% | 12,212 | $2.6M |
| D. E. Shaw & Co. | 0.00% | Add +178.6% | 11,794 | $2.5M |
| Waverly Advisors, LLC | 0.03% | Add +1.4% | 11,359 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +5.8% | 11,350 | $2.4M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -1.9% | 11,309 | $2.4M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +3.3% | 11,039 | $2.3M |
| Trivium Point Advisory, LLC | 0.24% | Reduce -0.5% | 10,407 | $2.2M |
| Anson Capital, Inc. | 1.75% | Add +4.4% | 10,270 | $2.2M |
| Empowered Funds, LLC | 0.02% | Add +2.1% | 10,056 | $2.1M |
| World Investment Advisors | 0.05% | Reduce -3.0% | 9,736 | $2.1M |
| MADDEN SECURITIES Corp | 0.69% | Add +45.4% | 9,605 | $2.0M |
| Retirement Planning Group, LLC | 0.09% | Reduce -8.3% | 9,573 | $2.0M |
| Clarus Wealth Advisors | 0.92% | Reduce -3.7% | 9,586 | $2.0M |
| MGB Wealth Management, LLC | 0.65% | Reduce -1.3% | 9,399 | $2.0M |
| Park Avenue Securities LLC | 0.02% | New | 9,057 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -8.4% | 8,745 | $1.8M |
| Maridea Wealth Management LLC | 0.48% | Add +7.2% | 8,661 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +5.3% | 8,594 | $1.8M |
| Summit Financial, LLC | 0.04% | Reduce -17.1% | 7,550 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.4% | 7,098 | $1.5M |
| IFP Advisors, Inc | 0.04% | Reduce -5.9% | 7,054 | $1.5M |
| FMR LLC | 0.00% | Add +7.4% | 6,914 | $1.5M |
| HBW Advisory Services LLC | 0.18% | Add +497.6% | 6,795 | $1.4M |
"% 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.