— Know what they know.
Not Investment Advice

XAR Institutional Ownership

State Street SPDR S&P Aerospace & Defense ETF
1W: -2.7% 1M: -6.8% 3M: -19.6% YTD: -6.9% 1Y: -1.4% 3Y: +111.8% 5Y: +99.0%
$233.09
+1.49 (+0.64%)
 
Weekly Expected Move ±2.1%
$223 $228 $233 $238 $243
ETF AMEX · AUM $3.9B

Institutional Ownership — XAR

669
Institutional Holders
+66 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
101
New Positions
242
Increased
189
Reduced
47
Closed
0.80
Put/Call Ratio

Ownership Trends

Top Institutional Holders (694 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 1,454,537 339M +105,655 +7.8% 50Q SEC ↗
2 MORGAN STANLEY 881,929 206M -1,422 -0.2% 59Q SEC ↗
3 BANK OF AMERICA CORP /DE 866,092 202M +17,371 +2.0% 15Q SEC ↗
4 WELLS FARGO & COMPANY/MN 599,395 140M +128,393 +27.3% 59Q SEC ↗
5 AMERIPRISE FINANCIAL INC 280,520 65M +45,161 +19.2% 16Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 259,178 60M +3,384 +1.3% 7Q SEC ↗
7 UBS Group AG 256,859 60M +10,474 +4.3% 47Q SEC ↗
8 ENVESTNET ASSET MANAGEMENT INC 209,691 49M -3,170 -1.5% 34Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 185,880 43M +1,783 +1.0% 35Q SEC ↗
10 Howard Capital Management Group, LLC 184,408 43M -1,490 -0.8% 10Q SEC ↗
11 OSAIC HOLDINGS, INC. 180,518 42M +36,486 +25.3% 26Q SEC ↗
12 JPMORGAN CHASE & CO 178,971 42M +71,862 +67.1% 39Q SEC ↗
13 ROYAL BANK OF CANADA 173,177 40M +28 +0.0% 51Q SEC ↗
14 AFFINITY WEALTH MANAGEMENT LLC 156,609 37M -838 -0.5% 5Q SEC ↗
15 Cetera Investment Advisers 145,795 34M +6,151 +4.4% 35Q SEC ↗
16 Enclave Advisors LLC 143,072 33M +9,698 +7.3% 8Q SEC ↗
17 PNC Financial Services Group, Inc. 143,045 33M +2,870 +2.0% 15Q SEC ↗
18 CWM, LLC 124,568 29M -82,099 -39.7% 18Q SEC ↗
19 Gerber Kawasaki Wealth & Investment Ma 123,156 29M +6,891 +5.9% 22Q SEC ↗
20 GOLDMAN SACHS GROUP INC 118,572 28M -11,949 -9.2% 15Q SEC ↗
21 Robinhood Asset Management, LLC 117,413 27M +19,262 +19.6% 3Q SEC ↗
22 Cambridge Investment Research Advisors 113,789 27M -478 -0.4% 39Q SEC ↗
23 BNP PARIBAS FINANCIAL MARKETS 102,923 24M -70,657 -40.7% 22Q SEC ↗
24 Teamwork Financial Advisors, LLC 84,616 20M +9,714 +13.0% 3Q SEC ↗
25 MML INVESTORS SERVICES, LLC 80,750 19M +8,617 +11.9% 37Q SEC ↗
26 STIFEL FINANCIAL CORP 78,782 18M +916 +1.2% 49Q SEC ↗
27 JONES FINANCIAL COMPANIES LLLP 77,451 18M +13,115 +20.4% 10Q SEC ↗
28 Kingsview Wealth Management, LLC 74,618 17M +7,323 +10.9% 21Q SEC ↗
29 CUMBERLAND ADVISORS INC 72,577 17M -1,170 -1.6% 23Q SEC ↗
30 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 67,272 16M -910 -1.3% 39Q SEC ↗
31 Warner Group LLC 65,204 15M +33,266 +104.2% 4Q SEC ↗
32 WESPAC Advisors SoCal, LLC 50,425 12M +1,061 +2.1% 9Q SEC ↗
33 Focus Partners Wealth 48,491 11M +286 +0.6% 10Q SEC ↗
34 ARMSTRONG ADVISORY GROUP, INC 48,295 11M +1,902 +4.1% 11Q SEC ↗
35 Merit Financial Group, LLC 41,888 10M -1,044 -2.4% 7Q SEC ↗
36 Rockefeller Capital Management L.P. 40,666 9M +6,370 +18.6% 7Q SEC ↗
37 HighTower Advisors, LLC 40,634 9M +5,130 +14.4% 59Q SEC ↗
38 Janney Montgomery Scott LLC 39,842 9M +576 +1.5% 39Q SEC ↗
39 Quadrature Capital Ltd 38,899 9M +11,908 +44.1% 4Q SEC ↗
40 Sanctuary Advisors, LLC 35,928 8M +10,122 +39.2% 9Q SEC ↗
41 Wealthfront Advisers LLC 35,555 8M +2,439 +7.4% 15Q SEC ↗
42 Maloon Powers Pitre Higgins & Dennehy, NEW 35,536 8M — +0.0% 1Q SEC ↗
43 FLC Capital Advisors 33,637 8M -445 -1.3% 12Q SEC ↗
44 CoreCap Advisors, LLC 33,083 8M -8,912 -21.2% 11Q SEC ↗
45 BOURGEON CAPITAL MANAGEMENT LLC 32,764 8M -1,345 -3.9% 11Q SEC ↗
46 Y.D. More Investments Ltd 32,470 8M +3,560 +12.3% 15Q SEC ↗
47 Integrated Wealth Concepts LLC 32,047 7M +2,439 +8.2% 22Q SEC ↗
48 HBW ADVISORY SERVICES LLC 31,696 7M +5,017 +18.8% 17Q SEC ↗
49 CITADEL ADVISORS LLC 31,570 7M -3,234 -9.3% 2Q SEC ↗
50 Steward Partners Investment Advisory, 31,258 7M -15,147 -32.6% 29Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
WELLS FARGO & COMPANY/MN +128,393 +27.3% 599,395
LPL Financial LLC +105,655 +7.8% 1,454,537
JPMORGAN CHASE & CO +71,862 +67.1% 178,971
AMERIPRISE FINANCIAL INC +45,161 +19.2% 280,520
OSAIC HOLDINGS, INC. +36,486 +25.3% 180,518
Warner Group LLC +33,266 +104.2% 65,204
HRT FINANCIAL LP +21,783 +268.0% 29,910
Thrivent Financial for Lutherans +21,081 +348.2% 27,136
Mutual Advisors, LLC +19,935 +491.6% 23,990
Robinhood Asset Management, LLC +19,262 +19.6% 117,413
BANK OF AMERICA CORP /DE +17,371 +2.0% 866,092
Arax Advisory Partners +15,677 +516.0% 18,715
JONES FINANCIAL COMPANIES LLLP +13,115 +20.4% 77,451
Fifth Third Securities, Inc. +12,238 +138.0% 21,105
Quadrature Capital Ltd +11,908 +44.1% 38,899
UBS Group AG +10,474 +4.3% 256,859
Sanctuary Advisors, LLC +10,122 +39.2% 35,928
Teamwork Financial Advisors, LLC +9,714 +13.0% 84,616
Enclave Advisors LLC +9,698 +7.3% 143,072
Tidal Investments LLC +9,589 +1033.3% 10,517
Biggest Decreases (20)
HolderReducedChange %Total Shares
CWM, LLC -82,099 -39.7% 124,568
BNP PARIBAS FINANCIAL MARKETS -70,657 -40.7% 102,923
SUSQUEHANNA INTERNATIONAL GROUP, LL -34,087 -88.8% 4,286
MEITAV INVESTMENT HOUSE LTD -21,670 -55.1% 17,635
Point Nemo Capital, LLC -20,615 -99.6% 87
Tower Research Capital LLC (TRC) -17,642 -82.4% 3,762
Steward Partners Investment Advisor -15,147 -32.6% 31,258
Migdal Insurance & Financial Holdin -14,701 -97.1% 438
Creative Planning -12,987 -34.2% 25,035
BEARING POINT CAPITAL, LLC -12,631 -89.9% 1,420
GOLDMAN SACHS GROUP INC -11,949 -9.2% 118,572
Baird Financial Group, Inc. -11,207 -65.5% 5,893
Mariner, LLC -10,393 -42.5% 14,085
CoreCap Advisors, LLC -8,912 -21.2% 33,083
Capital Investment Advisory Service -5,101 -99.8% 12
Buska Wealth Management, LLC -4,741 -28.2% 12,076
Lido Advisors, LLC -4,256 -26.4% 11,847
SeaCrest Wealth Management, LLC -3,823 -31.5% 8,325
VIEWPOINT INVESTMENT PARTNERS CORP -3,384 -14.5% 19,904
CITADEL ADVISORS LLC -3,234 -9.3% 31,570

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms