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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, Llc | Sell | -55 | -1.7% | 3,175 | $901.15K | Q2 2026 | Oct 20, 2026 |
| Envestnet Asset Management Inc | Sell | -3,170 | -1.5% | 209,691 | $59.51M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +154 | +6.7% | 2,449 | $695.03K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +2,439 | +8.2% | 32,047 | $9.09M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -3,234 | -9.3% | 31,570 | $8.96M | Q2 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Sell | -17 | -1.7% | 956 | $271.18K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +2,379 | +10.5% | 25,011 | $7.10M | Q2 2026 | Aug 27, 2026 |
| Kingsview Wealth Management, Llc | Buy | +7,323 | +10.9% | 74,618 | $21.18M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +722 | +42.7% | 2,414 | $685.16K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +8,776 | +677.2% | 10,072 | $2.86M | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Buy | +37 | — | 37 | $10.50K | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +22 | — | 22 | $6.24K | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Buy | +1,061 | — | 1,061 | $301.33K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -731 | -3.4% | 20,611 | $5.85M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +603 | +3.4% | 18,335 | $5.20M | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -100 | -14.4% | 595 | $168.95K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +27 | +22.0% | 150 | $42.66K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +280,520 | — | 280,520 | $79.58M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +128,393 | +27.3% | 599,395 | $170.10M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +36,486 | +25.3% | 180,518 | $51.27M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -34,087 | -88.8% | 4,286 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +21,783 | +268.0% | 29,910 | $8.49M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +21,081 | +348.2% | 27,136 | $7.70M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +19,935 | +491.6% | 23,990 | $6.81M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +17,371 | +2.0% | 866,092 | $245.79M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +13,115 | +20.4% | 77,451 | $21.23M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -11,949 | -9.2% | 118,572 | $33.65M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +5,982 | +24.8% | 30,132 | $8.55M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +5,936 | +131.7% | 10,443 | $2.96M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +5,844 | +24.5% | 29,702 | $8.43M | Q2 2026 | Aug 14, 2026 |
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.