SPDR S&P AEROSPACE & DEF ETF (XAR) Top Institutional Shareholders
SPDR S&P AEROSPACE & DEF ETF (XAR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.51B in XAR holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XAR tracked by InsiderSet, reporting ownership valued at approximately $342.59M in its March 31, 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 $385.23M, representing an estimated gain of +12.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed XAR value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, 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
560
Total Reported Value
$2.51B
Largest Holder
Lpl Financial Llc
Largest Position
$342.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 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% | 1,348,882 | $342,589,142 | $385,227,210 | +$42,638,068 | +12.45% | |
| Morgan Stanley | 0.01% | 883,351 | $224,353,855 | $252,276,212 | +$27,922,357 | +12.45% | |
| Bank Of America Corp | 0.02% | 848,721 | $215,558,163 | $242,386,230 | +$26,828,067 | +12.45% | |
| Wells Fargo & Company/Mn | 0.02% | 471,002 | $119,624,924 | $134,513,461 | +$14,888,537 | +12.45% | |
| Raymond James Financial Inc | 0.02% | 255,794 | $64,952,936 | $73,052,208 | +$8,099,272 | +12.47% | |
| Ubs Group Ag | 0.01% | 246,385 | $62,576,863 | $70,365,092 | +$7,788,229 | +12.45% | |
| Ameriprise Financial Inc | 0.01% | 235,359 | $59,876,131 | $67,216,177 | +$7,340,046 | +12.26% | |
| Envestnet Asset Management Inc | 0.01% | 212,861 | $54,062,312 | $60,790,973 | +$6,728,661 | +12.45% | |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | 188,486 | $47,871,674 | $53,829,717 | +$5,958,043 | +12.45% | |
| Howard Capital Management Group, Llc | 3.13% | 185,898 | $47,214,374 | $53,090,610 | +$5,876,236 | +12.45% | |
| Commonwealth Equity Services, Llc | 0.07% | 184,097 | $46,757,077 | $52,576,262 | +$5,819,185 | +12.45% | |
| Bnp Paribas Financial Markets | 0.03% | 173,580 | $44,085,848 | $49,572,712 | +$5,486,864 | +12.45% | |
| Royal Bank Of Canada | 0.01% | 173,149 | $43,976,000 | $49,449,623 | +$5,473,623 | +12.45% | |
| Affinity Wealth Management Llc | 6.05% | 157,447 | $39,988,389 | $44,965,289 | +$4,976,900 | +12.45% | |
| Osaic Holdings, Inc. | 0.05% | 144,032 | $36,602,626 | $41,134,099 | +$4,531,473 | +12.38% | |
| Cetera Investment Advisers | 0.04% | 139,644 | $35,466,801 | $39,880,930 | +$4,414,129 | +12.45% | |
| Pnc Financial Services Group, Inc. | 0.02% | 134,105 | $34,060,023 | $38,299,047 | +$4,239,024 | +12.45% | |
| Enclave Advisors Llc | 4.83% | 133,374 | $33,874,226 | $38,090,281 | +$4,216,055 | +12.45% | |
| Goldman Sachs Group Inc | 0.00% | 130,521 | $33,149,724 | $37,275,492 | +$4,125,768 | +12.45% | |
| Cwm, Llc | 0.08% | 124,568 | $31,637,698 | $35,575,375 | +$3,937,677 | +12.45% | |
| Gerber Kawasaki Wealth & Investment Management | 0.94% | 116,265 | $29,546,180 | $33,204,121 | +$3,657,941 | +12.38% | |
| Robinhood Asset Management, Llc | 1.81% | 98,151 | $24,928,404 | $28,030,944 | +$3,102,540 | +12.45% | |
| Stifel Financial Corp | 0.02% | 77,866 | $19,781,831 | $22,237,751 | +$2,455,920 | +12.42% | |
| Teamwork Financial Advisors, Llc | 2.11% | 74,902 | $19,023,660 | $21,391,262 | +$2,367,602 | +12.45% | |
| Cumberland Advisors Inc | 7.33% | 73,747 | $18,730,263 | $21,061,406 | +$2,331,143 | +12.45% | |
| Mml Investors Services, Llc | 0.05% | 72,133 | $18,320,337 | $20,600,463 | +$2,280,126 | +12.45% | |
| Greenlight Capital | David Einhorn | 0.86% | 129,667 | $17,559,506 | $37,031,599 | +$19,472,093 | +110.89% |
| Northwestern Mutual Wealth Management Co | 0.01% | 68,182 | $17,316,800 | $19,472,097 | +$2,155,297 | +12.45% | |
| Kingsview Wealth Management, Llc | 0.23% | 67,295 | $17,091,585 | $19,218,779 | +$2,127,194 | +12.45% | |
| Horizon Wealth Management, Llc | 2.44% | 65,645 | $16,672,461 | $18,747,556 | +$2,075,095 | +12.45% | |
| Jones Financial Companies Lllp | 0.01% | 64,336 | $16,120,641 | $18,373,718 | +$2,253,077 | +13.98% | |
| Wespac Advisors Socal, Llc | 2.67% | 49,364 | $12,537,423 | $14,097,865 | +$1,560,442 | +12.45% | |
| Focus Partners Wealth | 0.01% | 48,205 | $12,243,256 | $13,766,866 | +$1,523,610 | +12.44% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 46,405 | $11,785,941 | $13,252,804 | +$1,466,863 | +12.45% | |
| Armstrong Advisory Group, Inc | 0.79% | 46,393 | $11,782,790 | $13,249,377 | +$1,466,587 | +12.45% | |
| Merit Financial Group, Llc | 0.08% | 42,932 | $10,903,833 | $12,260,950 | +$1,357,117 | +12.45% | |
| Corecap Advisors, Llc | 0.36% | 41,995 | $10,666,067 | $11,993,352 | +$1,327,285 | +12.44% | |
| Meitav Investment House Ltd | 0.11% | 39,305 | $9,982,684 | $11,225,115 | +$1,242,431 | +12.45% | |
| Susquehanna International Group, Llp | 0.01% | 38,373 | $9,745,974 | $10,958,945 | +$1,212,971 | +12.45% | |
| Norris Financial Group, Llc | 1.77% | 106,586 | $9,736,065 | $30,439,896 | +$20,703,831 | +212.65% | |
| Creative Planning | 0.01% | 38,022 | $9,656,900 | $10,858,703 | +$1,201,803 | +12.45% | |
| Hightower Advisors, Llc | 0.01% | 35,504 | $9,017,316 | $10,139,587 | +$1,122,271 | +12.45% | |
| Citadel Advisors Llc | 0.01% | 34,804 | $8,839,520 | $9,939,674 | +$1,100,154 | +12.45% | |
| Rockefeller Capital Management L.P. | 0.02% | 34,296 | $8,710,544 | $9,794,595 | +$1,084,051 | +12.45% | |
| Bourgeon Capital Management Llc | 1.51% | 34,109 | $8,663,004 | $9,741,189 | +$1,078,185 | +12.45% | |
| Flc Capital Advisors | 1.57% | 34,082 | $8,656,106 | $9,733,478 | +$1,077,372 | +12.45% | |
| Wealthfront Advisers Llc | 0.02% | 33,116 | $8,410,802 | $9,457,598 | +$1,046,796 | +12.45% | |
| Warner Group Llc | 5.30% | 31,938 | $8,111,720 | $9,121,173 | +$1,009,453 | +12.44% | |
| D. E. Shaw & Co., Inc. | 0.01% | 31,790 | $8,074,024 | $9,078,906 | +$1,004,882 | +12.45% | |
| Kestra Advisory Services, Llc | 0.03% | 30,227 | $7,676,935 | $8,632,529 | +$955,594 | +12.45% |
Frequently asked questions about XAR
Who owns the most XAR stock?
The largest holders of XAR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P AEROSPACE & DEF ETF (XAR).
Is XAR widely held by superinvestors?
Many widely followed stocks like XAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XAR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.