SPDR S&P AEROSPACE & DEF ETF (XAR) Institutional Ownership Changes & 13F Activity

SPDR S&P AEROSPACE & DEF ETF (XAR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Osaic Holdings, Inc., Susquehanna International Group, Llp, and Hrt Financial Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Jaffetilchin Investment Partners, LlcSell-55-1.7%3,175$901.15KQ2 2026Oct 20, 2026
Envestnet Asset Management IncSell-3,170-1.5%209,691$59.51MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+154+6.7%2,449$695.03KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+2,439+8.2%32,047$9.09MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-3,234-9.3%31,570$8.96MQ2 2026Sep 02, 2026
Second Line Capital, LlcSell-17-1.7%956$271.18KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+2,379+10.5%25,011$7.10MQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcBuy+7,323+10.9%74,618$21.18MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+722+42.7%2,414$685.16KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+8,776+677.2%10,072$2.86MQ2 2026Aug 18, 2026
Copia Wealth ManagementBuy+37—37$10.50KQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+22—22$6.24KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+1,061—1,061$301.33KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-731-3.4%20,611$5.85MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+603+3.4%18,335$5.20MQ2 2026Aug 17, 2026
Caitlin John, LlcSell-100-14.4%595$168.95KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+27+22.0%150$42.66KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+280,520—280,520$79.58MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+128,393+27.3%599,395$170.10MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+36,486+25.3%180,518$51.27MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-34,087-88.8%4,286$1.22MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+21,783+268.0%29,910$8.49MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+21,081+348.2%27,136$7.70MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+19,935+491.6%23,990$6.81MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+17,371+2.0%866,092$245.79MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+13,115+20.4%77,451$21.23MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-11,949-9.2%118,572$33.65MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+5,982+24.8%30,132$8.55MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+5,936+131.7%10,443$2.96MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+5,844+24.5%29,702$8.43MQ2 2026Aug 14, 2026
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Frequently asked questions about XAR activity

  • Which institutional owners are buying XAR?

    Institutional owners buying XAR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XAR activity?

    "Buy" means an investor increased their reported position in XAR compared to the prior reporting period. This reflects growing exposure to SPDR S&P AEROSPACE & DEF ETF (XAR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XAR increasing?

    Institutional interest in XAR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.