XAR Institutional Ownership & Shareholders
SPDR S&P AEROSPACE & DEF ETF (XAR) is currently held by 596 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.08B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XAR tracked by InsiderSet, reporting ownership valued at approximately $412.78M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $330.72M, representing an estimated loss of -19.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed XAR value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Peakshares Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in SPDR S&P AEROSPACE & DEF ETF (XAR).
This page ranks the largest institutional XAR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
596
Total Reported Value
$3.08B
Largest Holder
Lpl Financial Llc
Largest Position
$412.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.09% | 1,454,537 | $412,783,015 | $330,718,078 | -$82,064,937 | -19.88% | |
| Peakshares Llc | 0.20% | 930 | $263,925,000 | $211,454 | -$263,713,546 | -99.92% | |
| Morgan Stanley | 0.01% | 881,929 | $250,283,063 | $200,524,197 | -$49,758,866 | -19.88% | |
| Bank Of America Corp | 0.02% | 866,092 | $245,788,173 | $196,923,338 | -$48,864,835 | -19.88% | |
| Wells Fargo & Company/Mn | 0.03% | 599,395 | $170,102,198 | $136,284,441 | -$33,817,757 | -19.88% | |
| Ameriprise Financial Inc | 0.02% | 280,520 | $79,583,009 | $63,781,832 | -$15,801,177 | -19.85% | |
| Raymond James Financial Inc | 0.02% | 259,178 | $73,552,246 | $58,929,302 | -$14,622,944 | -19.88% | |
| Ubs Group Ag | 0.01% | 256,859 | $72,894,016 | $58,402,031 | -$14,491,985 | -19.88% | |
| Envestnet Asset Management Inc | 0.01% | 209,691 | $59,508,176 | $47,677,443 | -$11,830,733 | -19.88% | |
| Osaic Holdings, Inc. | 0.06% | 180,518 | $51,265,888 | $41,044,378 | -$10,221,510 | -19.94% | |
| Jpmorgan Chase & Co | 0.00% | 178,971 | $49,571,923 | $40,692,636 | -$8,879,287 | -17.91% | |
| Royal Bank Of Canada | 0.01% | 173,177 | $49,145,000 | $39,375,254 | -$9,769,746 | -19.88% | |
| Affinity Wealth Management Llc | 5.72% | 156,609 | $44,444,068 | $35,608,188 | -$8,835,880 | -19.88% | |
| Howard Capital Management Group, Llc | 2.47% | 185,014 | $42,784,488 | $42,066,633 | -$717,855 | -1.68% | |
| Cetera Investment Advisers | 0.04% | 145,795 | $41,375,240 | $33,149,409 | -$8,225,831 | -19.88% | |
| Pnc Financial Services Group, Inc. | 0.02% | 136,975 | $38,872,195 | $31,144,006 | -$7,728,189 | -19.88% | |
| Commonwealth Equity Services, Llc | 0.05% | 165,088 | $38,176,659 | $37,536,059 | -$640,600 | -1.68% | |
| Goldman Sachs Group Inc | 0.00% | 118,572 | $33,649,548 | $26,959,716 | -$6,689,832 | -19.88% | |
| Robinhood Asset Management, Llc | 1.78% | 117,413 | $33,320,709 | $26,696,194 | -$6,624,515 | -19.88% | |
| Enclave Advisors Llc | 4.17% | 139,816 | $32,332,335 | $31,789,964 | -$542,371 | -1.68% | |
| Cwm, Llc | 0.08% | 124,568 | $31,637,698 | $28,323,026 | -$3,314,672 | -10.48% | |
| Gerber Kawasaki Wealth & Investment Management | 0.76% | 128,369 | $29,685,180 | $29,187,260 | -$497,920 | -1.68% | |
| Bnp Paribas Financial Markets | 0.02% | 102,923 | $29,208,518 | $23,401,603 | -$5,806,915 | -19.88% | |
| Mml Investors Services, Llc | 0.05% | 80,750 | $22,916,144 | $18,360,128 | -$4,556,017 | -19.88% | |
| Stifel Financial Corp | 0.02% | 78,782 | $22,363,340 | $17,912,663 | -$4,450,677 | -19.90% | |
| Jones Financial Companies Lllp | 0.01% | 77,451 | $21,228,664 | $17,610,034 | -$3,618,630 | -17.05% | |
| Kingsview Wealth Management, Llc | 0.26% | 74,618 | $21,175,960 | $16,965,895 | -$4,210,065 | -19.88% | |
| Warner Group Llc | 4.56% | 65,204 | $18,504,422 | $14,825,433 | -$3,678,989 | -19.88% | |
| Greenlight Capital | David Einhorn | 0.86% | 129,667 | $17,559,506 | $29,482,386 | +$11,922,880 | +67.90% |
| Cumberland Advisors Inc | 5.77% | 69,827 | $16,147,494 | $15,876,565 | -$270,929 | -1.68% | |
| Confluence Investment Management Llc | 0.25% | 63,282 | $14,633,962 | $14,388,428 | -$245,534 | -1.68% | |
| Focus Partners Wealth | 0.01% | 48,491 | $13,761,656 | $11,025,399 | -$2,736,257 | -19.88% | |
| Wespac Advisors Socal, Llc | 2.16% | 51,543 | $11,919,315 | $11,719,332 | -$199,983 | -1.68% | |
| Merit Financial Group, Llc | 0.07% | 41,888 | $11,887,360 | $9,524,075 | -$2,363,285 | -19.88% | |
| Rockefeller Capital Management L.P. | 0.02% | 40,666 | $11,540,874 | $9,246,228 | -$2,294,646 | -19.88% | |
| Armstrong Advisory Group, Inc | 0.68% | 48,916 | $11,311,878 | $11,122,031 | -$189,847 | -1.68% | |
| Janney Montgomery Scott Llc | 0.02% | 39,842 | $11,307,000 | $9,058,876 | -$2,248,124 | -19.88% | |
| Quadrature Capital Ltd | 0.09% | 38,899 | $11,039,147 | $8,844,466 | -$2,194,681 | -19.88% | |
| Sanctuary Advisors, Llc | 0.05% | 35,928 | $10,195,984 | $8,168,949 | -$2,027,035 | -19.88% | |
| Wealthfront Advisers Llc | 0.02% | 35,555 | $10,090,153 | $8,084,140 | -$2,006,013 | -19.88% | |
| Flc Capital Advisors | 1.57% | 33,637 | $9,545,807 | $7,648,045 | -$1,897,762 | -19.88% | |
| Integrated Wealth Concepts Llc | 0.06% | 32,047 | $9,094,638 | $7,286,526 | -$1,808,112 | -19.88% | |
| Citadel Advisors Llc | 0.01% | 31,570 | $8,959,250 | $7,178,071 | -$1,781,179 | -19.88% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 31,258 | $8,870,742 | $7,107,131 | -$1,763,611 | -19.88% | |
| Kestra Advisory Services, Llc | 0.02% | 37,554 | $8,684,335 | $8,538,653 | -$145,682 | -1.68% | |
| Waverly Advisors, Llc | 0.05% | 30,132 | $8,551,060 | $6,851,113 | -$1,699,947 | -19.88% | |
| Hrt Financial Lp | 0.02% | 29,910 | $8,488,000 | $6,800,637 | -$1,687,363 | -19.88% | |
| Iht Wealth Management, Llc | 0.18% | 29,702 | $8,429,133 | $6,753,344 | -$1,675,789 | -19.88% | |
| Highpoint Advisor Group Llc | 0.29% | 29,304 | $8,316,166 | $6,662,850 | -$1,653,316 | -19.88% | |
| Private Advisor Group, Llc | 0.04% | 29,004 | $8,231,176 | $6,594,639 | -$1,636,537 | -19.88% |
Frequently asked questions about XAR
Who are the largest institutional holders of XAR?
The largest institutional holders of XAR reported in the latest SEC Form 13F filings include Lpl Financial Llc, Peakshares Llc, Morgan Stanley, Bank Of America Corp, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported XAR position.
What is XAR institutional ownership?
This page tracks XAR positions reported by institutional investment managers through SEC Form 13F. SPDR S&P AEROSPACE & DEF ETF (XAR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XAR?
InsiderSet currently tracks 596 institutional managers reporting XAR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XAR shareholders.
How much XAR stock do institutions own?
Institutional investment managers disclosed approximately $3.08B in XAR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XAR institutional ownership last updated?
The latest XAR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XAR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XAR position after the reporting date.
Are institutions buying or selling XAR?
Institutional buying and selling can be analyzed by comparing XAR positions across consecutive 13F reporting periods. InsiderSet's XAR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XAR ownership changes.
How has XAR institutional ownership changed over time?
InsiderSet tracks XAR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.