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Get Institutions for : 
SPDR S&P Aerospace & Defense ETF (XAR)  
$134.60 0.04 (0.03%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 303    44
Total shares held : 
 6,355,912  
% of shares held : 
 58.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   88  
Amount of shares held : 
 1,155,408  
% of shares held change : 
   10.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $110.92  
Last Quarter's Ending Price : 
 $135.42  
Last Quarter's Average Price : 
 $123.16  
Change from last quarter's     
avg. price to the last closing  : 
11.44 (9.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
62
 399,506
 6.29%
 
Increased Positions :
111
 1,138,988
 17.92%
 
Unchanged Positions :
63
 112,743
 1.77%
 
Decreased Positions :
67
-180,691
-2.84%
 
Closed Positions :
18
-202,395
-3.18%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 214 - 2023-12-31 998,941 $135,277,000 155,318
   BANK OF AMERICA CORP /DE/ 841 - 2023-12-31 755,529 $102,314,000 33,949
   MORGAN STANLEY 1211 - 2023-12-31 680,357 $92,134,000 75,495
   ENVESTNET ASSET MANAGEMENT INC 756 - 2023-12-31 260,186 $35,234,000 186,307
   CUMBERLAND ADVISORS INC 4 - 2024-03-31 165,419 $23,243,000 -15,830
   WELLS FARGO & CO/MN 1058 - 2023-12-31 155,353 $21,038,000 -4,269
   Advisor Group Holdings Inc. 485 - 2023-12-31 146,339 $19,818,000 29,488
   UBS Group AG 1112 - 2023-12-31 140,728 $19,057,000 -31,414
   PNC FINANCIAL SERVICES GROUP INC 393 - 2023-12-31 134,748 $18,248,000 63,542
   Howard Capital Management Group LLC 27 *New 2024-03-31 129,650 $18,217,000 129,650
   GREENLIGHT CAPITAL INC 23 *New 2023-12-31 129,667 $17,560,000 129,667
   GOLDMAN SACHS GROUP INC/ 1778 - 2023-12-31 110,192 $14,922,000 -51,717
   COMMONWEALTH EQUITY SERVICES LLC. 585 - 2023-12-31 102,867 $13,930,000 36,304
   Migdal Insurance & Financial Holdings Ltd. 73 - 2023-12-31 87,806 $11,927,000 47,856
   ROYAL BANK OF CANADA 1370 - 2023-12-31 85,877 $11,629,000 34,365
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 687 - 2023-12-31 84,599 $11,456,000 39,311
   RAYMOND JAMES & ASSOCIATES 1031 - 2023-12-31 83,251 $11,274,000 9,148
   Gerber Kawasaki Wealth & Investment Management 46 - 2023-12-31 69,329 $9,388,000 20,935
   MML INVESTORS SERVICES LLC 410 - 2023-12-31 64,901 $8,789,000 58,256
   J P MORGAN CHASE & CO 2125 - 2023-12-31 63,783 $8,637,000 40,241
   AMERIPRISE FINANCIAL INC 1875 - 2023-12-31 62,295 $8,419,000 15,452
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 476 - 2023-12-31 60,521 $8,196,000 -5,718
   Kraft Davis & Associates LLC 16 - 2023-12-31 62,793 $8,122,000 -1,606
   FINANCIAL NETWORK 465 - 2023-12-31 47,843 $6,479,000 10,324
   Connectus Wealth LLC 142 - 2023-12-31 47,622 $6,449,000 -3,237
   WADE G W & INC 97 - 2023-12-31 44,995 $6,093,000 36
   Lee Financial Group Hawaii Inc. - 2023-12-31 44,198 $5,985,000 -469
   STIFEL FINANCIAL CORP 1026 - 2023-12-31 43,171 $5,848,000 5,049
   BB&T CORP 817 - 2023-12-31 42,153 $5,708,000 4,107
   PROEQUITIES INC. 50 - 2023-12-31 41,636 $5,638,000 4,459
   BOURGEON CAPITAL MANAGEMENT LLC 38 - 2024-03-31 38,652 $5,431,000 -20
   CENTAURUS FINANCIAL INC. 56 - 2023-12-31 39,443 $5,341,000 10,287
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - 2023-12-31 37,972 $5,142,000 3,946
   Lido Advisors LLC 247 - 2023-12-31 35,592 $4,820,000 2,039
   FLC Capital Advisors 19 - 2023-12-31 34,366 $4,654,000 30,118
   BNP PARIBAS ARBITRAGE SA 961 - 2023-12-31 34,044 $4,610,000 27,898
   MEITAV DASH INVESTMENTS LTD 118 - 2023-12-31 32,554 $4,422,000 17,110
   Private Advisor Group LLC 476 - 2023-12-31 32,399 $4,388,000 21,143
   CREATIVE PLANNING 625 - 2023-12-31 29,837 $4,041,000 -5,709
   Rockefeller Capital Management L.P. 701 - 2023-12-31 29,315 $3,970,000 -53
   CoreCap Advisors LLC 81 *New 2023-12-31 27,772 $3,761,000 27,772
   Obsidian Personal Planning Solutions LLC 14 *New 2023-12-31 26,784 $3,627,000 26,784
   BANK HAPOALIM BM - 2023-12-31 25,671 $3,476,000 -1,468
   HBW Advisory Services LLC 46 - 2024-03-31 24,904 $3,372,000 0
   Cetera Investment Advisers 609 - 2023-12-31 23,179 $3,139,000 -364
   Scarborough Advisors LLC 38 *New 2023-12-31 21,869 $2,961,000 21,869
   Envestnet Portfolio Solutions Inc. 491 - 2023-12-31 21,358 $2,892,000 16,114
   SFI Advisors LLC 16 - 2023-12-31 20,710 $2,805,000 -953
   HIGHTOWER ADVISORS, LLC 1253 - 2023-12-31 19,908 $2,695,000 -1,496
   Atria Wealth Solutions Inc. 505 - 2023-12-31 19,690 $2,666,000 2,959
   Perigon Wealth Management LLC 191 - 2023-12-31 19,446 $2,633,000 334
   PACIFIC SUN FINANCIAL CORP 11 - 2023-12-31 18,976 $2,570,000 -330
   NovaPoint Capital LLC 46 - 2024-03-31 16,896 $2,374,000 -103
   PINNACLE ASSOCIATES LTD 349 - 2023-12-31 17,476 $2,367,000 1,160
   Kestra Advisory Services LLC 726 - 2023-12-31 17,311 $2,344,000 2,169
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 721 - 2023-12-31 17,198 $2,329,000 663
   American Financial Advisors LLC 38 - 2023-12-31 17,153 $2,323,000 -1,232
   WEALTH BUILDERS 56 - 2023-12-31 17,066 $2,311,000 -574
   MARINER WEALTH ADVISORS, LLC 991 - 2023-12-31 16,961 $2,297,000 9,847
   Sowell Financial Services LLC *New 2023-12-31 15,917 $2,155,000 15,917
   Kingsview Wealth Management LLC 264 - 2023-12-31 15,778 $2,137,000 6,414
   SeaCrest Wealth Management LLC 66 - 2024-03-31 15,102 $2,122,000 479
   MULTIFINANCIAL SECURITIES CORP 511 - 2023-12-31 14,465 $1,959,000 117
   DB Wealth Management Group LLC 23 - 2023-12-31 14,327 $1,940,000 1,451
   LINCOLN NATIONAL CORP 291 - 2023-12-31 14,251 $1,930,000 1,824
   Stratos Wealth Partners LTD. 444 - 2024-03-31 13,541 $1,903,000 -4,678
   IHT Wealth Management LLC 233 - 2023-12-31 13,835 $1,874,000 1,707
   DAVIDSON D A & CO 519 *New 2023-12-31 13,798 $1,869,000 13,798
   Cavalier Investments 42 - 2023-12-31 13,804 $1,869,000 0
   H D Vest Advisory Services 527 - 2023-12-31 13,537 $1,833,000 11,483
   TWO SIGMA INVESTMENTS LLC 1539 - 2023-12-31 13,335 $1,806,000 -22,365
   PARK AVENUE SECURITIES LLC 440 - 2024-03-31 12,662 $1,779,000 2,194
   Wealthfront Advisers LLC 512 - 2024-03-31 12,342 $1,734,000 894
   Foundations Investment Advisors LLC 238 - 2023-12-31 13,239 $1,724,000 -2,362
   Anson Capital Inc. 9 - 2023-12-31 12,584 $1,704,000 -415
   Equitable Holdings Inc. 467 - 2023-12-31 11,883 $1,609,000 898
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2139 - 2023-12-31 11,716 $1,587,000 -9,637
   Clarus Wealth Advisors 30 - 2024-03-31 11,691 $1,579,000 -159
   WCG Wealth Advisors LLC 157 - 2023-12-31 11,523 $1,560,000 -2,321
   OPPENHEIMER & CO INC 573 - 2023-12-31 11,447 $1,550,000 8,210
   AE Wealth Management LLC 987 - 2023-12-31 11,954 $1,550,000 1,605
   FLOW TRADERS U.S. LLC 261 *New 2023-12-31 11,297 $1,530,000 11,297
   PRUDENTIAL FINANCIAL INC 1623 - 2023-12-31 10,728 $1,453,000 8,414
   WAGNER CAPITAL MANAGEMENT CORP 121 - 2024-03-31 9,741 $1,369,000 -85
   BROWN ADVISORY HOLDINGS INC 703 - 2023-12-31 10,022 $1,357,000 1,014
   Vontobel Holding Ltd. 579 - 2023-12-31 10,000 $1,354,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1103 - 2024-03-31 9,529 $1,339,000 238
   IFP Advisors Inc 323 - 2023-12-31 9,692 $1,313,000 6,054
   GREAT VALLEY ADVISOR GROUP INC. 312 - 2023-12-31 9,132 $1,237,000 6,403
   Orion Portfolio Solutions LLC 853 - 2023-12-31 9,393 $1,226,000 -134
   Cedar Brook Financial Partners LLC 105 - 2024-03-31 8,144 $1,144,000 793
   Strategic Financial Group LLC - 2023-12-31 8,191 $1,109,000 -321
   Stratos Wealth Advisors LLC 311 - 2024-03-31 7,796 $1,096,000 275
   SPRINGBOK CAPITAL MANAGEMENT LLC 236 *New 2023-12-31 7,990 $1,082,000 7,990
   Family Asset Management LLC 36 *New 2023-12-31 7,915 $1,072,000 7,915
   NATIONAL ASSET MANAGEMENT, INC. 504 - 2023-12-31 7,904 $1,070,000 14
   Catalyst Wealth Management LLC 42 - 2023-03-31 9,155 $1,070,000 771
   PRINCIPAL SECURITIES INC. 393 - 2023-12-31 7,641 $1,035,000 0
   Coastal Investment Advisors Inc. 118 - 2024-03-31 7,334 $1,030,000 -171
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 964 - 2023-09-30 9,051 $1,015,000 -500
  100 Records found
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