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 $2.56B 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 $357.26M, representing an estimated gain of +4.28% 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
589
Total Reported Value
$2.56B
Largest Holder
Lpl Financial Llc
Largest Position
$342.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
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 | $357,264,887 | +$14,675,745 | +4.28% | |
| Morgan Stanley | 0.01% | 883,351 | $224,353,855 | $233,964,346 | +$9,610,491 | +4.28% | |
| Bank Of America Corp | 0.02% | 848,721 | $215,558,163 | $224,792,244 | +$9,234,081 | +4.28% | |
| Wells Fargo & Company/Mn | 0.02% | 471,002 | $119,624,924 | $124,749,590 | +$5,124,666 | +4.28% | |
| Raymond James Financial Inc | 0.02% | 255,794 | $64,952,936 | $67,749,599 | +$2,796,663 | +4.31% | |
| Ubs Group Ag | 0.01% | 246,385 | $62,576,863 | $65,257,531 | +$2,680,668 | +4.28% | |
| Ameriprise Financial Inc | 0.01% | 235,359 | $59,876,131 | $62,337,185 | +$2,461,054 | +4.11% | |
| Envestnet Asset Management Inc | 0.01% | 212,861 | $54,062,312 | $56,378,364 | +$2,316,052 | +4.28% | |
| Commonwealth Equity Services, Llc | 0.07% | 185,880 | $52,750,902 | $49,232,177 | -$3,518,725 | -6.67% | |
| Howard Capital Management Group, Llc | 3.20% | 184,408 | $52,333,146 | $48,842,303 | -$3,490,843 | -6.67% | |
| Affinity Wealth Management Llc | 5.72% | 156,609 | $44,444,068 | $41,479,460 | -$2,964,608 | -6.67% | |
| Bnp Paribas Financial Markets | 0.03% | 173,580 | $44,085,848 | $45,974,399 | +$1,888,551 | +4.28% | |
| Royal Bank Of Canada | 0.01% | 173,149 | $43,976,000 | $45,860,244 | +$1,884,244 | +4.28% | |
| Enclave Advisors Llc | 5.29% | 143,072 | $40,602,266 | $37,894,050 | -$2,708,216 | -6.67% | |
| Osaic Holdings, Inc. | 0.05% | 144,032 | $36,602,626 | $38,148,316 | +$1,545,690 | +4.22% | |
| Cetera Investment Advisers | 0.04% | 139,644 | $35,466,801 | $36,986,110 | +$1,519,309 | +4.28% | |
| Pnc Financial Services Group, Inc. | 0.02% | 134,105 | $34,060,023 | $35,519,050 | +$1,459,027 | +4.28% | |
| Goldman Sachs Group Inc | 0.00% | 130,521 | $33,149,724 | $34,569,792 | +$1,420,068 | +4.28% | |
| Cwm, Llc | 0.08% | 124,568 | $31,637,698 | $32,993,080 | +$1,355,382 | +4.28% | |
| Gerber Kawasaki Wealth & Investment Management | 0.94% | 116,265 | $29,546,180 | $30,793,948 | +$1,247,768 | +4.22% | |
| Robinhood Asset Management, Llc | 1.81% | 98,151 | $24,928,404 | $25,996,274 | +$1,067,870 | +4.28% | |
| Teamwork Financial Advisors, Llc | 2.24% | 84,616 | $24,013,227 | $22,411,394 | -$1,601,833 | -6.67% | |
| Cumberland Advisors Inc | 7.26% | 72,577 | $20,596,627 | $19,222,744 | -$1,373,883 | -6.67% | |
| Stifel Financial Corp | 0.02% | 77,866 | $19,781,831 | $20,623,589 | +$841,758 | +4.26% | |
| Warner Group Llc | 4.56% | 65,204 | $18,504,422 | $17,269,931 | -$1,234,491 | -6.67% | |
| Mml Investors Services, Llc | 0.05% | 72,133 | $18,320,337 | $19,105,146 | +$784,809 | +4.28% | |
| Greenlight Capital | David Einhorn | 0.86% | 129,667 | $17,559,506 | $34,343,602 | +$16,784,096 | +95.58% |
| Northwestern Mutual Wealth Management Co | 0.01% | 68,182 | $17,316,800 | $18,058,685 | +$741,885 | +4.28% | |
| Kingsview Wealth Management, Llc | 0.23% | 67,295 | $17,091,585 | $17,823,754 | +$732,169 | +4.28% | |
| Horizon Wealth Management, Llc | 2.44% | 65,645 | $16,672,461 | $17,386,735 | +$714,274 | +4.28% | |
| Jones Financial Companies Lllp | 0.01% | 64,336 | $16,120,641 | $17,040,033 | +$919,392 | +5.70% | |
| Wespac Advisors Socal, Llc | 2.57% | 50,425 | $14,310,073 | $13,355,566 | -$954,508 | -6.67% | |
| Armstrong Advisory Group, Inc | 0.83% | 48,295 | $13,705,573 | $12,791,414 | -$914,159 | -6.67% | |
| Focus Partners Wealth | 0.01% | 48,205 | $12,243,256 | $12,767,576 | +$524,320 | +4.28% | |
| Merit Financial Group, Llc | 0.07% | 41,888 | $11,887,359 | $11,094,456 | -$792,903 | -6.67% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 46,405 | $11,785,941 | $12,290,828 | +$504,887 | +4.28% | |
| Susquehanna International Group, Llp | 0.01% | 38,373 | $9,745,974 | $10,163,473 | +$417,499 | +4.28% | |
| Norris Financial Group, Llc | 1.77% | 106,586 | $9,736,065 | $28,230,368 | +$18,494,303 | +189.96% | |
| Creative Planning | 0.01% | 38,022 | $9,656,900 | $10,070,507 | +$413,607 | +4.28% | |
| Flc Capital Advisors | 1.57% | 33,637 | $9,545,807 | $8,909,096 | -$636,711 | -6.67% | |
| Corecap Advisors, Llc | 0.28% | 33,083 | $9,388,568 | $8,762,363 | -$626,205 | -6.67% | |
| Bourgeon Capital Management Llc | 1.39% | 32,764 | $9,298,096 | $8,677,873 | -$620,223 | -6.67% | |
| Hightower Advisors, Llc | 0.01% | 35,504 | $9,017,316 | $9,403,589 | +$386,273 | +4.28% | |
| Hbw Advisory Services Llc | 0.81% | 31,696 | $8,994,876 | $8,395,003 | -$599,873 | -6.67% | |
| Citadel Advisors Llc | 0.01% | 34,804 | $8,839,520 | $9,218,187 | +$378,667 | +4.28% | |
| Kestra Advisory Services, Llc | 0.03% | 30,964 | $8,787,205 | $8,201,125 | -$586,080 | -6.67% | |
| Rockefeller Capital Management L.P. | 0.02% | 34,296 | $8,710,544 | $9,083,639 | +$373,095 | +4.28% | |
| Wealthfront Advisers Llc | 0.02% | 33,116 | $8,410,802 | $8,771,104 | +$360,302 | +4.28% | |
| Private Advisor Group, Llc | 0.04% | 29,004 | $8,231,176 | $7,681,999 | -$549,177 | -6.67% | |
| D. E. Shaw & Co., Inc. | 0.01% | 31,790 | $8,074,024 | $8,419,899 | +$345,875 | +4.28% |
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.