SS SPDR S&P Aerospace DefXARETF
13F holders, Q1 2026 (March 31)574holders +75
96new positions
23sold out
7famous investors
$253.83avg. 13F price*
At the end of Q1 2026, 574 institutions reported holding SS SPDR S&P Aerospace Def (XAR) in their 13F filings, up 75 from Q4 2025. 96 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($342.6M), Morgan Stanley ($224.4M) and Bank of America Corp. ($215.6M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- SS SPDR S&P Aerospace Def
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A631
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $64.2M |
| Exits | 23 | $10.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,686,203 shares bought and 416,373 shares sold, net +1,269,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 574 holders
| LPL Financial LLC | 0.09% | Add +4.8% | 1,348,882 | $342.6M |
| Morgan Stanley | 0.01% | Add +26.5% | 883,351 | $224.4M |
| Bank of America Corp. | 0.02% | Add +5.6% | 848,721 | $215.6M |
| Wells Fargo & Company | 0.02% | Add +29.5% | 471,002 | $119.6M |
| Raymond James Financial Inc. | 0.02% | Add +0.1% | 255,794 | $65.0M |
| UBS Group AG | 0.01% | Add +19.4% | 246,385 | $62.6M |
| Ameriprise Financial Inc. | 0.01% | Add +32.3% | 235,359 | $59.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.8% | 212,861 | $54.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Add +541.1% | 188,486 | $47.9M |
| Howard Capital Management Group, LLC | 3.13% | Add +0.5% | 185,898 | $47.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +17.0% | 184,097 | $46.8M |
| BNP Paribas Financial Markets | 0.03% | Add +40.7% | 173,580 | $44.1M |
| Royal Bank of Canada | 0.01% | Add +19.2% | 173,149 | $44.0M |
| Affinity Wealth Management LLC | 6.05% | Reduce -1.9% | 157,447 | $40.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -14.6% | 144,032 | $36.6M |
| PNC Financial Services Group, Inc. | 0.02% | Add +8.9% | 140,175 | $35.6M |
| Cetera Investment Advisers | 0.04% | Add +14.2% | 139,644 | $35.5M |
| Enclave Advisors LLC | 4.83% | Add +2.6% | 133,374 | $33.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.0% | 130,521 | $33.1M |
| Cwm, LLC | 0.08% | Reduce -39.7% | 124,568 | $31.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.94% | Reduce -2.0% | 116,265 | $29.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +13.6% | 114,267 | $29.0M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 107,109 | $25.9M |
| Robinhood Asset Management, LLC | 1.81% | Reduce -33.5% | 98,151 | $24.9M |
| Stifel Financial Corp. | 0.02% | Add +2.4% | 77,866 | $19.8M |
| Teamwork Financial Advisors, LLC | 2.11% | Add +2180.8% | 74,902 | $19.0M |
| Cumberland Advisors Inc. | 7.33% | Reduce -3.0% | 73,747 | $18.7M |
| MML Investors Services, LLC | 0.05% | Add +30.2% | 72,133 | $18.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +37.8% | 68,182 | $17.3M |
| Kingsview Wealth Management, LLC | 0.23% | Reduce -9.6% | 67,295 | $17.1M |
| Horizon Wealth Management, LLC | 2.44% | Add +207.5% | 65,645 | $16.7M |
| Jones Financial Companies LLLP | 0.01% | Add +86.9% | 64,336 | $16.1M |
| WESPAC Advisors SoCal, LLC | 2.67% | Reduce -1.1% | 49,364 | $12.5M |
| Focus Partners Wealth | 0.01% | Reduce -1.7% | 48,205 | $12.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +1426.5% | 46,405 | $11.8M |
| Armstrong Advisory Group, Inc. | 0.79% | Add +85.4% | 46,393 | $11.8M |
| Merit Financial Group, LLC | 0.08% | Add +3.0% | 42,932 | $10.9M |
| CoreCap Advisors, LLC | 0.36% | Reduce -24.0% | 41,995 | $10.7M |
| Meitav Investment House Ltd. | 0.11% | Reduce -11.8% | 39,305 | $10.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.5% | 39,266 | $10.0M |
| Susquehanna International Group, LLP | 0.01% | Add +347.8% | 38,373 | $9.7M |
| Creative Planning | 0.01% | Add +70.8% | 38,022 | $9.7M |
| HighTower Advisors, LLC | 0.01% | Add +63.6% | 35,504 | $9.0M |
| Citadel Advisors | 0.01% | New | 34,804 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -6.7% | 34,296 | $8.7M |
| Bourgeon Capital Management LLC | 1.54% | Add +0.3% | 34,109 | $8.7M |
| FLC Capital Advisors | 1.57% | Add +0.7% | 34,082 | $8.7M |
| Wealthfront Advisers LLC | 0.02% | Add +23.0% | 33,116 | $8.4M |
| Warner Group LLC | 5.30% | Add +5.7% | 31,938 | $8.1M |
| D. E. Shaw & Co. | 0.01% | New | 31,790 | $8.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +32.4% | 30,227 | $7.7M |
| Integrated Wealth Concepts LLC | 0.06% | Add +11.7% | 29,608 | $7.5M |
| Y.D. More Investments Ltd | 0.28% | Add +14.8% | 28,910 | $7.2M |
| Private Advisor Group, LLC | 0.03% | Add +5.8% | 27,085 | $6.9M |
| Quadrature Capital Ltd | 0.08% | Add +183.4% | 26,991 | $6.9M |
| HBW Advisory Services LLC | 0.71% | Add +431.4% | 26,679 | $6.8M |
| Sanctuary Advisors, LLC | 0.04% | Add +78.5% | 25,806 | $6.6M |
| HighPoint Advisor Group LLC | 0.27% | Add +48.0% | 25,643 | $6.5M |
| Southern Capital Services Inc. | 4.10% | Reduce -11.1% | 25,101 | $6.4M |
| Mariner, LLC | 0.01% | Add +7.4% | 24,478 | $6.2M |
| Waverly Advisors, LLC | 0.05% | Reduce -2.5% | 24,150 | $6.1M |
| IHT Wealth Management, LLC | 0.14% | Reduce -1.5% | 23,858 | $6.1M |
| Corient Private Wealth LP | 0.01% | Reduce -4.9% | 22,632 | $5.7M |
| Tower Research Capital LLC (TRC) | 0.14% | Add +15.7% | 21,404 | $5.4M |
| Point Nemo Capital, LLC | 3.46% | Add +260.0% | 20,702 | $5.3M |
| Equitable Holdings, Inc. | 0.03% | Add +36.2% | 21,342 | $5.1M |
| Viewpoint Investment Partners Corp. | 2.34% | Reduce -3.8% | 23,288 | $5.1M |
| McGuire Investment Group, LLC | 0.57% | Add +1.3% | 19,817 | $5.0M |
| NewEdge Advisors, LLC | 0.02% | Add +21.8% | 19,686 | $5.0M |
| Truist Financial Corp. | 0.01% | Add +43.6% | 19,600 | $5.0M |
| Brown Advisory Inc. | 0.01% | Add +0.2% | 19,065 | $4.8M |
| Principal Securities, Inc. | 0.07% | Add +18.0% | 18,812 | $4.8M |
| Pacific Sun Financial Corp | 2.20% | Add +0.3% | 17,910 | $4.5M |
| Centaurus Financial, Inc. | 0.21% | Add +66.5% | 17,732 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +7.6% | 17,234 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +1.5% | 17,100 | $4.3M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -0.3% | 17,092 | $4.3M |
| Buska Wealth Management, LLC | 1.72% | Reduce -31.0% | 16,817 | $4.3M |
| &partners | 0.02% | Add +70.6% | 16,668 | $4.2M |
| Independent Advisor Alliance | 0.05% | New | 16,631 | $4.2M |
| Bank of Montreal | 0.00% | Add +16.0% | 16,533 | $4.2M |
| Norris Financial Group, LLC | 1.36% | Add +37.1% | 16,373 | $4.2M |
| Lido Advisors, LLC | 0.02% | Reduce -59.6% | 16,103 | $4.1M |
| D.A. Davidson & Co. | 0.02% | Add +3.5% | 16,027 | $4.1M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -6.1% | 15,930 | $4.0M |
| Jump Financial, LLC | 0.07% | New | 15,646 | $4.0M |
| NovaPoint Capital, LLC | 0.99% | Add +4.0% | 15,552 | $3.9M |
| Innealta Capital, LLC | 2.40% | New | 15,234 | $3.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -33.0% | 15,139 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +14.3% | 14,805 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +1488.6% | 14,472 | $3.7M |
| Hobart Private Capital, LLC | 0.72% | Add +11.8% | 14,361 | $3.6M |
| Bearing Point Capital, LLC | 0.56% | Add +1238.2% | 14,051 | $3.6M |
| Cavalier Investments, LLC | 0.90% | No change | 13,804 | $3.5M |
| Snowden Capital Advisors LLC | 0.09% | Add +104.0% | 13,685 | $3.5M |
| Prostatis Group LLC | 0.88% | Reduce -26.4% | 13,516 | $3.4M |
| WealthSpring Partners, LLC | 3.10% | Add +14.7% | 13,289 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -0.7% | 12,906 | $3.3M |
| Oppenheimer & Co. Inc. | 0.04% | Add +1.8% | 12,588 | $3.2M |
| Yelin Lapidot Holdings Management Ltd. | 0.66% | No change | 12,500 | $3.2M |
"% 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.