SS SPDR S&P Aerospace DefXARETF
13F holders, Q3 2025 (September 30)452holders +42
68new positions
23sold out
4famous investors
$234.69avg. 13F price*
At the end of Q3 2025, 452 institutions reported holding SS SPDR S&P Aerospace Def (XAR) in their 13F filings, up 42 from Q2 2025. 68 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($286.2M), Bank of America Corp. ($190.4M) and Morgan Stanley ($164.7M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q3 2025)
- CUSIP
- 78464A631
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $98.2M |
| Exits | 23 | $41.0M |
All 13F filers, Q2 2025 → Q3 2025: 999,292 shares bought and 395,307 shares sold, net +603,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 452 holders
| LPL Financial LLC | 0.08% | Add +7.2% | 1,218,165 | $286.2M |
| Bank of America Corp. | 0.01% | Add +5.8% | 810,236 | $190.4M |
| Morgan Stanley | 0.01% | Reduce -3.2% | 700,800 | $164.7M |
| Wells Fargo & Company | 0.01% | Reduce -4.8% | 305,513 | $71.8M |
| Raymond James Financial Inc. | 0.02% | Add +28.6% | 250,121 | $58.8M |
| UBS Group AG | 0.01% | Reduce -7.3% | 203,921 | $47.9M |
| Quadrature Capital Ltd | 0.54% | New | 195,732 | $46.0M |
| Howard Capital Management Group, LLC | 2.82% | Add +0.6% | 189,800 | $44.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.7% | 167,326 | $39.3M |
| Affinity Wealth Management LLC | 5.54% | Add +0.1% | 161,120 | $37.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +13.2% | 151,571 | $35.6M |
| Osaic Holdings, Inc. | 0.04% | Add +8.9% | 140,972 | $32.2M |
| Cetera Investment Advisers | 0.04% | Add +31.1% | 133,307 | $31.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.8% | 130,008 | $30.5M |
| Enclave Advisors LLC | 4.50% | Add +16.9% | 125,528 | $29.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.0% | 125,158 | $29.4M |
| BNP Paribas Financial Markets | 0.02% | Add +174.4% | 122,530 | $28.8M |
| Marks Wealth, LLC | 8.84% | Add +8.3% | 121,766 | $28.6M |
| Royal Bank of Canada | 0.00% | Add +9.3% | 117,357 | $27.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.92% | Reduce -2.6% | 114,711 | $27.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.7% | 105,113 | $24.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +13.5% | 100,358 | $23.6M |
| Kingsview Wealth Management, LLC | 0.30% | Add +34.4% | 84,296 | $19.8M |
| Cumberland Advisors Inc. | 7.15% | Reduce -1.7% | 79,297 | $18.6M |
| Stifel Financial Corp. | 0.01% | Add +9.7% | 66,545 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 62,524 | $14.7M |
| CoreCap Advisors, LLC | 0.47% | Reduce -4.5% | 54,730 | $12.9M |
| Horizon Wealth Management, LLC | 1.77% | New | 51,364 | $12.1M |
| MML Investors Services, LLC | 0.03% | Add +4.9% | 51,328 | $12.1M |
| WESPAC Advisors SoCal, LLC | 2.39% | Reduce -0.8% | 50,199 | $11.8M |
| Focus Partners Wealth | 0.02% | Reduce -1.5% | 44,645 | $10.5M |
| Obsidian Personal Planning Solutions LLC | 3.58% | Reduce -0.0% | 41,467 | $10.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | Reduce -9.3% | 41,800 | $9.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.6% | 40,111 | $9.4M |
| Lido Advisors, LLC | 0.04% | Reduce -0.4% | 40,073 | $9.4M |
| Meitav Investment House Ltd. | 0.12% | Add +6.3% | 39,875 | $9.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +48.3% | 38,384 | $9.0M |
| Buska Wealth Management, LLC | 2.44% | Reduce -17.2% | 34,528 | $8.1M |
| Bourgeon Capital Management LLC | 1.48% | Reduce -9.8% | 34,084 | $8.0M |
| FLC Capital Advisors | 1.53% | Reduce -7.5% | 33,521 | $7.9M |
| Invesco Ltd. | 0.00% | New | 28,325 | $6.7M |
| Wealthfront Advisers LLC | 0.02% | Add +21.9% | 27,955 | $6.6M |
| Private Advisor Group, LLC | 0.03% | Add +3.3% | 26,789 | $6.3M |
| IHT Wealth Management, LLC | 0.16% | Add +11.3% | 26,741 | $6.3M |
| Jones Financial Companies LLLP | 0.00% | Add +24.1% | 26,640 | $6.1M |
| Corient Private Wealth LP | 0.01% | Reduce -9.4% | 24,185 | $5.7M |
| Armstrong Advisory Group, Inc. | 0.40% | Add +4096.5% | 23,878 | $5.6M |
| Creative Planning | 0.00% | Add +6.3% | 22,980 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.9% | 22,398 | $5.3M |
| Y.D. More Investments Ltd | 0.29% | Add +28.5% | 21,838 | $5.1M |
| Viewpoint Investment Partners Corp. | 2.80% | No change | 24,313 | $5.1M |
| Mariner, LLC | 0.01% | Add +1.0% | 21,615 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +19.5% | 21,358 | $5.0M |
| McGuire Investment Group, LLC | 0.50% | New | 18,829 | $4.4M |
| SFI Advisors, LLC | 2.77% | Reduce -1.1% | 18,530 | $4.4M |
| Pacific Sun Financial Corp | 2.04% | Reduce -1.1% | 17,960 | $4.2M |
| Brown Advisory Inc. | 0.01% | Add +3.0% | 16,997 | $4.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.2% | 16,424 | $3.9M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -2.3% | 16,232 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +2.4% | 15,851 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.0% | 15,753 | $3.7M |
| Principal Securities, Inc. | 0.06% | Add +4.3% | 15,670 | $3.7M |
| Perigon Wealth Management, LLC | 0.08% | Add +4.6% | 15,651 | $3.7M |
| D.A. Davidson & Co. | 0.02% | Add +1.3% | 15,306 | $3.6M |
| NovaPoint Capital, LLC | 0.87% | Reduce -1.0% | 15,192 | $3.6M |
| Sowell Financial Services LLC | 0.13% | Add +399.5% | 14,834 | $3.5M |
| SeaCrest Wealth Management, LLC | 0.36% | Reduce -9.3% | 13,704 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +132.1% | 14,200 | $3.3M |
| Bank Hapoalim BM | 0.42% | Reduce -0.3% | 13,828 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +1.3% | 13,726 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -12.8% | 13,026 | $3.1M |
| Bank of Montreal | 0.00% | Add +99.5% | 12,903 | $3.0M |
| Hobart Private Capital, LLC | 0.63% | New | 12,768 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -61.1% | 12,171 | $3.0M |
| Keystone Global Partners, LLC | 1.52% | Reduce -13.7% | 12,668 | $3.0M |
| American Financial Advisors, LLC | 0.38% | Reduce -12.0% | 12,553 | $2.9M |
| Yelin Lapidot Holdings Management Ltd. | 0.62% | No change | 12,500 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -50.5% | 12,479 | $2.9M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.4% | 12,263 | $2.9M |
| Marshall Investment Management, LLC | 1.49% | New | 11,993 | $2.8M |
| Prostatis Group LLC | 0.69% | Reduce -49.5% | 11,649 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.5% | 11,633 | $2.7M |
| Norris Financial Group, LLC | 0.99% | New | 11,593 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +0.8% | 11,124 | $2.6M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.3% | 11,101 | $2.6M |
| Centaurus Financial, Inc. | 0.12% | Reduce -12.2% | 10,936 | $2.6M |
| Trivium Point Advisory, LLC | 0.25% | Reduce -1.4% | 10,261 | $2.4M |
| Anson Capital, Inc. | 1.76% | Reduce -2.9% | 9,976 | $2.3M |
| Spinnaker Investment Group, LLC | 0.44% | Add +79.9% | 9,950 | $2.3M |
| World Investment Advisors | 0.05% | Add +0.1% | 9,743 | $2.3M |
| Clarus Wealth Advisors | 1.00% | Reduce -2.1% | 9,383 | $2.3M |
| MADDEN SECURITIES Corp | 0.69% | No change | 9,605 | $2.3M |
| MGB Wealth Management, LLC | 0.62% | Add +0.0% | 9,400 | $2.2M |
| Park Avenue Securities LLC | 0.02% | Add +2.8% | 9,309 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.12% | Add +123.2% | 9,290 | $2.2M |
| Retirement Planning Group, LLC | 0.07% | Reduce -5.7% | 9,027 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +2.3% | 8,789 | $2.1M |
| FMR LLC | 0.00% | Add +26.4% | 8,741 | $2.1M |
| Summit Financial, LLC | 0.03% | Add +15.3% | 8,702 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -1.5% | 8,610 | $2.0M |
"% 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.