SS SPDR S&P Aerospace DefXARETF
13F holders, Q4 2025 (December 31)499holders +47
58new positions
26sold out
3famous investors
$241.49avg. 13F price*
At the end of Q4 2025, 499 institutions reported holding SS SPDR S&P Aerospace Def (XAR) in their 13F filings, up 47 from Q3 2025. 58 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($310.4M), Bank of America Corp. ($193.8M) and Morgan Stanley ($168.4M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors'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 (Q4 2025)
- CUSIP
- 78464A631
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $41.8M |
| Exits | 26 | $44.7M |
All 13F filers, Q3 2025 → Q4 2025: 1,030,942 shares bought and 541,337 shares sold, net +489,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 499 holders
| LPL Financial LLC | 0.08% | Add +5.6% | 1,286,887 | $310.4M |
| Bank of America Corp. | 0.01% | Reduce -0.8% | 803,440 | $193.8M |
| Morgan Stanley | 0.01% | Reduce -0.4% | 698,073 | $168.4M |
| Wells Fargo & Company | 0.02% | Add +19.0% | 363,676 | $87.7M |
| Raymond James Financial Inc. | 0.02% | Add +2.1% | 255,458 | $61.6M |
| Cwm, LLC | 0.14% | Add +2668.1% | 206,667 | $49.9M |
| UBS Group AG | 0.01% | Add +1.2% | 206,371 | $49.8M |
| Howard Capital Management Group, LLC | 2.82% | Reduce -2.5% | 185,020 | $44.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.0% | 180,680 | $43.6M |
| Ameriprise Financial Inc. | 0.01% | Add +69.3% | 177,918 | $42.9M |
| Osaic Holdings, Inc. | 0.06% | Add +19.7% | 168,731 | $40.7M |
| Affinity Wealth Management LLC | 5.51% | Reduce -0.4% | 160,518 | $38.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.9% | 157,408 | $38.0M |
| Robinhood Asset Management, LLC | 2.83% | — | 147,485 | $35.6M |
| Royal Bank of Canada | 0.01% | Add +23.8% | 145,266 | $35.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.9% | 140,281 | $33.8M |
| Enclave Advisors LLC | 4.44% | Add +3.5% | 129,985 | $31.4M |
| PNC Financial Services Group, Inc. | 0.02% | Add +2.8% | 128,716 | $31.1M |
| BNP Paribas Financial Markets | 0.02% | Add +0.7% | 123,330 | $29.8M |
| Cetera Investment Advisers | 0.03% | Reduce -8.3% | 122,282 | $29.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.00% | Add +3.4% | 118,640 | $28.6M |
| JPMorgan Chase & Co. | 0.00% | Add +65.5% | 103,470 | $25.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +0.3% | 100,619 | $24.3M |
| Stifel Financial Corp. | 0.02% | Add +14.3% | 76,032 | $18.3M |
| Cumberland Advisors Inc. | 6.95% | Reduce -4.2% | 76,002 | $18.3M |
| Kingsview Wealth Management, LLC | 0.26% | Reduce -11.7% | 74,476 | $18.0M |
| MML Investors Services, LLC | 0.03% | Add +8.0% | 55,410 | $13.4M |
| CoreCap Advisors, LLC | 0.47% | Add +1.0% | 55,289 | $13.3M |
| WESPAC Advisors SoCal, LLC | 2.43% | Reduce -0.6% | 49,918 | $12.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +23.4% | 49,482 | $11.9M |
| Focus Partners Wealth | 0.01% | Add +9.8% | 49,037 | $11.8M |
| Meitav Investment House Ltd. | 0.12% | Add +11.7% | 44,540 | $10.7M |
| Merit Financial Group, LLC | 0.08% | Add +1436.7% | 41,676 | $10.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.8% | 39,060 | $9.4M |
| Lido Advisors, LLC | 0.04% | Reduce -0.4% | 39,910 | $9.4M |
| Breakthru Advisory Services, LLC | 5.92% | New | 38,380 | $9.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +123.8% | 36,758 | $8.9M |
| Jones Financial Companies LLLP | 0.01% | Add +29.2% | 34,423 | $8.3M |
| Bourgeon Capital Management LLC | 1.36% | Reduce -0.2% | 34,013 | $8.2M |
| FLC Capital Advisors | 1.51% | Add +1.0% | 33,862 | $8.2M |
| Warner Group LLC | 4.49% | Add +543.5% | 30,208 | $7.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +1737.5% | 29,400 | $7.1M |
| Southern Capital Services Inc. | 4.29% | — | 28,236 | $6.8M |
| Wealthfront Advisers LLC | 0.01% | Reduce -3.7% | 26,925 | $6.5M |
| Integrated Wealth Concepts LLC | 0.08% | Add +127.8% | 26,497 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.5% | 25,595 | $6.2M |
| Y.D. More Investments Ltd | 0.29% | Add +15.3% | 25,188 | $6.1M |
| Armstrong Advisory Group, Inc. | 0.41% | Add +4.8% | 25,020 | $6.0M |
| Waverly Advisors, LLC | 0.05% | Add +123.1% | 24,763 | $6.0M |
| Buska Wealth Management, LLC | 2.17% | Reduce -29.4% | 24,359 | $5.9M |
| IHT Wealth Management, LLC | 0.14% | Reduce -9.4% | 24,218 | $5.8M |
| Viewpoint Investment Partners Corp. | 2.78% | Reduce -0.5% | 24,203 | $5.8M |
| Corient Private Wealth LP | 0.01% | Reduce -1.6% | 23,803 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.9% | 22,833 | $5.5M |
| Mariner, LLC | 0.01% | Add +5.4% | 22,784 | $5.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Reduce -45.9% | 22,602 | $5.5M |
| Creative Planning | 0.00% | Reduce -3.1% | 22,268 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +1.6% | 21,698 | $5.2M |
| Horizon Wealth Management, LLC | 0.80% | Reduce -58.4% | 21,349 | $5.2M |
| McGuire Investment Group, LLC | 0.50% | Add +3.9% | 19,555 | $4.7M |
| Brown Advisory Inc. | 0.01% | Add +11.9% | 19,019 | $4.6M |
| Tower Research Capital LLC (TRC) | 0.11% | New | 18,494 | $4.5M |
| SFI Advisors, LLC | 2.85% | Reduce -0.4% | 18,455 | $4.5M |
| Prostatis Group LLC | 1.06% | Add +57.8% | 18,377 | $4.4M |
| Pacific Sun Financial Corp | 2.08% | Reduce -0.5% | 17,865 | $4.3M |
| HighPoint Advisor Group LLC | 0.09% | New | 17,323 | $4.2M |
| VVR Holdings LLC | 2.16% | — | 17,203 | $4.2M |
| Pinnacle Associates Ltd. | 0.05% | Add +5.7% | 17,149 | $4.1M |
| Perigon Wealth Management, LLC | 0.07% | Add +8.4% | 16,970 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +551.2% | 16,853 | $4.1M |
| NewEdge Advisors, LLC | 0.01% | Add +2.6% | 16,163 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +1.0% | 16,012 | $3.9M |
| Principal Securities, Inc. | 0.06% | Add +1.8% | 15,944 | $3.8M |
| Equitable Holdings, Inc. | 0.03% | Add +20.3% | 15,674 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Add +1.1% | 15,481 | $3.7M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +7.2% | 15,216 | $3.7M |
| SeaCrest Wealth Management, LLC | 0.37% | Add +0.9% | 13,826 | $3.6M |
| NovaPoint Capital, LLC | 0.93% | Reduce -1.6% | 14,951 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +153.2% | 14,457 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.4% | 12,948 | $3.4M |
| Bank of Montreal | 0.00% | Add +10.4% | 14,251 | $3.4M |
| Keystone Global Partners, LLC | 1.47% | Add +9.2% | 13,834 | $3.3M |
| Cavalier Investments, LLC | 1.04% | No change | 13,804 | $3.3M |
| Bank Hapoalim BM | 0.30% | Reduce -0.7% | 13,737 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +9.4% | 13,651 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -5.3% | 12,994 | $3.1M |
| Hobart Private Capital, LLC | 0.60% | Add +0.6% | 12,850 | $3.1M |
| Fifth Third Securities, Inc. | 0.20% | Add +81.8% | 12,704 | $3.1M |
| Yelin Lapidot Holdings Management Ltd. | 0.60% | No change | 12,500 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.9% | 12,368 | $3.0M |
| Norris Financial Group, LLC | 0.98% | Add +3.0% | 11,942 | $2.9M |
| Advyzon Investment Management, LLC | 0.33% | Add +58.0% | 11,644 | $2.8M |
| WealthSpring Partners, LLC | 2.86% | — | 11,589 | $2.8M |
| Marshall Investment Management, LLC | 1.40% | Reduce -3.7% | 11,551 | $2.8M |
| NCM Capital Management, LLC | 1.01% | Add +1119.6% | 11,245 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +0.3% | 11,154 | $2.7M |
| American Financial Advisors, LLC | 0.34% | Reduce -13.2% | 10,896 | $2.6M |
| World Investment Advisors | 0.04% | Add +10.1% | 10,724 | $2.6M |
| Centaurus Financial, Inc. | 0.12% | Reduce -2.6% | 10,650 | $2.6M |
| Clarus Wealth Advisors | 1.06% | Reduce -3.2% | 9,086 | $2.6M |
"% 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.