SPDR S&P AEROSPACE & DEF ETF (XAR) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.22B 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 $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 $351.01M, representing an estimated loss of -14.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
603
Total Reported Value
$3.22B
Largest Holder
Lpl Financial Llc
Largest Position
$412.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
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 | $351,008,869 | -$61,774,146 | -14.97% | |
| Peakshares Llc | 0.20% | 930 | $263,925,000 | $224,428 | -$263,700,572 | -99.91% | |
| Morgan Stanley | 0.01% | 881,929 | $250,283,063 | $212,827,106 | -$37,455,957 | -14.97% | |
| Bank Of America Corp | 0.02% | 866,092 | $245,788,173 | $209,005,321 | -$36,782,852 | -14.97% | |
| Wells Fargo & Company/Mn | 0.03% | 599,395 | $170,102,198 | $144,646,001 | -$25,456,197 | -14.97% | |
| Ameriprise Financial Inc | 0.02% | 280,520 | $79,583,009 | $67,695,086 | -$11,887,923 | -14.94% | |
| Raymond James Financial Inc | 0.02% | 259,178 | $73,552,246 | $62,544,835 | -$11,007,411 | -14.97% | |
| Ubs Group Ag | 0.01% | 256,859 | $72,894,016 | $61,985,214 | -$10,908,802 | -14.97% | |
| Envestnet Asset Management Inc | 0.01% | 209,691 | $59,508,176 | $50,602,632 | -$8,905,544 | -14.97% | |
| Commonwealth Equity Services, Llc | 0.07% | 185,880 | $52,750,902 | $44,856,562 | -$7,894,340 | -14.97% | |
| Howard Capital Management Group, Llc | 3.20% | 184,408 | $52,333,146 | $44,501,339 | -$7,831,807 | -14.97% | |
| Osaic Holdings, Inc. | 0.06% | 180,518 | $51,265,888 | $43,562,604 | -$7,703,284 | -15.03% | |
| Jpmorgan Chase & Co | 0.00% | 178,971 | $49,571,923 | $43,189,282 | -$6,382,641 | -12.88% | |
| Royal Bank Of Canada | 0.01% | 173,177 | $49,145,000 | $41,791,074 | -$7,353,926 | -14.96% | |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | 188,486 | $47,871,674 | $45,485,442 | -$2,386,232 | -4.98% | |
| Affinity Wealth Management Llc | 5.72% | 156,609 | $44,444,068 | $37,792,884 | -$6,651,184 | -14.97% | |
| Cetera Investment Advisers | 0.04% | 145,795 | $41,375,240 | $35,183,249 | -$6,191,991 | -14.97% | |
| Enclave Advisors Llc | 5.29% | 143,072 | $40,602,266 | $34,526,135 | -$6,076,131 | -14.97% | |
| Pnc Financial Services Group, Inc. | 0.02% | 136,975 | $38,872,195 | $33,054,807 | -$5,817,388 | -14.97% | |
| Gerber Kawasaki Wealth & Investment Management | 0.93% | 123,156 | $34,950,152 | $29,720,006 | -$5,230,146 | -14.96% | |
| Goldman Sachs Group Inc | 0.00% | 118,572 | $33,649,548 | $28,613,795 | -$5,035,753 | -14.97% | |
| Robinhood Asset Management, Llc | 1.78% | 117,413 | $33,320,709 | $28,334,105 | -$4,986,604 | -14.97% | |
| Cwm, Llc | 0.08% | 124,568 | $31,637,698 | $30,060,750 | -$1,576,948 | -4.98% | |
| Bnp Paribas Financial Markets | 0.02% | 102,923 | $29,208,518 | $24,837,378 | -$4,371,140 | -14.97% | |
| Teamwork Financial Advisors, Llc | 2.24% | 84,616 | $24,013,227 | $20,419,533 | -$3,593,694 | -14.97% | |
| Mml Investors Services, Llc | 0.05% | 80,750 | $22,916,144 | $19,486,590 | -$3,429,554 | -14.97% | |
| Stifel Financial Corp | 0.02% | 78,782 | $22,363,340 | $19,011,672 | -$3,351,668 | -14.99% | |
| Jones Financial Companies Lllp | 0.01% | 77,451 | $21,228,664 | $18,690,475 | -$2,538,189 | -11.96% | |
| Kingsview Wealth Management, Llc | 0.26% | 74,618 | $21,175,960 | $18,006,816 | -$3,169,144 | -14.97% | |
| Cumberland Advisors Inc | 7.26% | 72,577 | $20,596,627 | $17,514,282 | -$3,082,345 | -14.97% | |
| Warner Group Llc | 4.56% | 65,204 | $18,504,422 | $15,735,029 | -$2,769,393 | -14.97% | |
| Greenlight Capital | David Einhorn | 0.86% | 129,667 | $17,559,506 | $31,291,240 | +$13,731,734 | +78.20% |
| Wespac Advisors Socal, Llc | 2.57% | 50,425 | $14,310,073 | $12,168,561 | -$2,141,512 | -14.97% | |
| Focus Partners Wealth | 0.01% | 48,491 | $13,761,656 | $11,701,848 | -$2,059,808 | -14.97% | |
| Armstrong Advisory Group, Inc | 0.83% | 48,295 | $13,705,573 | $11,654,549 | -$2,051,024 | -14.96% | |
| Merit Financial Group, Llc | 0.07% | 41,888 | $11,887,360 | $10,108,412 | -$1,778,948 | -14.97% | |
| Rockefeller Capital Management L.P. | 0.02% | 40,666 | $11,540,874 | $9,813,519 | -$1,727,355 | -14.97% | |
| Janney Montgomery Scott Llc | 0.02% | 39,842 | $11,307,000 | $9,614,671 | -$1,692,329 | -14.97% | |
| Quadrature Capital Ltd | 0.09% | 38,899 | $11,039,147 | $9,387,107 | -$1,652,040 | -14.97% | |
| Sanctuary Advisors, Llc | 0.05% | 35,928 | $10,195,984 | $8,670,145 | -$1,525,839 | -14.97% | |
| Wealthfront Advisers Llc | 0.02% | 35,555 | $10,090,153 | $8,580,133 | -$1,510,020 | -14.97% | |
| Flc Capital Advisors | 1.57% | 33,637 | $9,545,807 | $8,117,281 | -$1,428,526 | -14.96% | |
| Corecap Advisors, Llc | 0.28% | 33,083 | $9,388,568 | $7,983,590 | -$1,404,978 | -14.96% | |
| Bourgeon Capital Management Llc | 1.39% | 32,764 | $9,298,096 | $7,906,608 | -$1,391,488 | -14.97% | |
| Y.D. More Investments Ltd | 0.29% | 32,470 | $9,204,075 | $7,835,660 | -$1,368,415 | -14.87% | |
| Integrated Wealth Concepts Llc | 0.06% | 32,047 | $9,094,638 | $7,733,582 | -$1,361,056 | -14.97% | |
| Hbw Advisory Services Llc | 0.81% | 31,696 | $8,994,876 | $7,648,879 | -$1,345,997 | -14.96% | |
| Citadel Advisors Llc | 0.01% | 31,570 | $8,959,250 | $7,618,472 | -$1,340,778 | -14.97% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 31,258 | $8,870,742 | $7,543,181 | -$1,327,561 | -14.97% | |
| Kestra Advisory Services, Llc | 0.03% | 30,964 | $8,787,205 | $7,472,232 | -$1,314,973 | -14.96% |
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.