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Get Institutions for : 
SPDR S&P Aerospace & Defense ETF (XAR)  
$141.06 0.67 (0.47%) as of 4:30 Tue 5/7


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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  : 
17.90 (14.53%)  




 
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
   Advisor Group Holdings Inc. 485 - 2023-12-31 146,339 $19,818,000 29,488
   PNC FINANCIAL SERVICES GROUP INC 393 - 2023-12-31 134,748 $18,248,000 63,542
   COMMONWEALTH EQUITY SERVICES LLC. 558 - 2024-03-31 120,597 $16,945,000 17,730
   ROYAL BANK OF CANADA 1370 - 2023-12-31 85,877 $11,629,000 34,365
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 463 - 2024-03-31 69,771 $9,804,000 9,250
   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
   FINANCIAL NETWORK 465 - 2023-12-31 47,843 $6,479,000 10,324
   WADE G W & INC 97 - 2023-12-31 44,995 $6,093,000 36
   PROEQUITIES INC. - 2024-03-31 42,991 $6,041,000 1,355
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 11 - 2024-03-31 42,953 $6,035,000 4,981
   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
   CENTAURUS FINANCIAL INC. 56 - 2023-12-31 39,443 $5,341,000 10,287
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 35,796 $5,030,000 1,752
   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
   BANK HAPOALIM BM 48 - 2024-03-31 26,363 $3,704,000 692
   Sowell Financial Services LLC - 2024-03-31 20,979 $2,948,000 5,062
   Envestnet Portfolio Solutions Inc. 491 - 2023-12-31 21,358 $2,892,000 16,114
   Atria Wealth Solutions Inc. 505 - 2023-12-31 19,690 $2,666,000 2,959
   BROWN ADVISORY HOLDINGS INC 595 - 2024-03-31 18,223 $2,561,000 8,201
   PINNACLE ASSOCIATES LTD 340 - 2024-03-31 17,741 $2,493,000 265
   LINCOLN NATIONAL CORP - 2024-03-31 17,737 $2,492,000 3,486
   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
   MARINER WEALTH ADVISORS, LLC 991 - 2023-12-31 16,961 $2,297,000 9,847
   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
   IHT Wealth Management LLC 233 - 2023-12-31 13,835 $1,874,000 1,707
   H D Vest Advisory Services 527 - 2023-12-31 13,537 $1,833,000 11,483
   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
   Equitable Holdings Inc. 467 - 2023-12-31 11,883 $1,609,000 898
   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
   PRUDENTIAL FINANCIAL INC 1623 - 2023-12-31 10,728 $1,453,000 8,414
   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
   Cedar Brook Financial Partners LLC 105 - 2024-03-31 8,144 $1,144,000 793
   Stratos Wealth Advisors LLC 311 - 2024-03-31 7,796 $1,096,000 275
   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
   NORTHERN TRUST CORP 3360 - 2023-12-31 6,375 $863,000 4,154
   RENAISSANCE TECHNOLOGIES LLC 2536 - 2023-12-31 6,000 $813,000 4,000
   STAPP WEALTH MANAGEMENT PLLC 13 - 2024-03-31 5,536 $778,000 613
   SIGNATURE SECURITIES GROUP CORPORATION 98 - 2024-03-31 5,234 $736,000 336
   ETF Store Inc. - 2024-03-31 4,939 $694,000 449
   Ameritas Advisory Services LLC 365 - 2023-12-31 5,028 $673,000 194
   Red Tortoise LLC 49 - 2024-03-31 4,554 $640,000 5
   STRATEGY ASSET MANAGERS LLC 120 - 2024-03-31 4,458 $626,000 274
   Rappaport Reiches Capital Management LLC 55 - 2024-03-31 4,423 $621,000 2,389
   Spire Wealth Management 476 - 2024-03-31 4,325 $608,000 3,316
   JANNEY MONTGOMERY SCOTT LLC 1826 - 2024-03-31 4,314 $606,000 355
   NBC SECURITIES INC. 397 - 2024-03-31 4,045 $568,000 196
   Fortis Advisors LLC 42 - 2023-12-31 3,665 $496,000 127
   KINGSWOOD WEALTH ADVISORS LLC 379 - 2024-03-31 3,117 $438,000 1,406
   J.W. COLE ADVISORS INC. - 2024-03-31 3,107 $437,000 409
   Capital Investment Advisory Services LLC 332 - 2024-03-31 3,033 $426,000 77
   Integrated Wealth Concepts LLC 1063 - 2023-12-31 3,145 $426,000 321
   Strategic Financial Concepts LLC 182 - 2024-03-31 3,010 $423,000 210
   FMR LLC 2581 - 2023-12-31 3,083 $418,000 950
   OneAscent Wealth Management LLC 89 - 2024-03-31 2,929 $412,000 181
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 247 - 2023-12-31 2,973 $403,000 748
   ADVISORY SERVICES NETWORK, LLC 988 - 2023-12-31 2,932 $397,000 132
   Missouri Trust & Investment Co 103 - 2023-12-31 2,570 $348,000 2,570
   PARAGON FINANCIAL PARTNERS INC. 59 - 2024-03-31 2,384 $335,000 3
   Capital Analysts Inc. 362 - 2023-12-31 2,392 $324,000 1,567
   BANK OF MONTREAL /CAN/ 2323 - 2023-12-31 2,356 $322,000 9
   Baird Financial Group Inc. 1493 - 2023-12-31 2,343 $317,000 533
   Prime Capital Investment Advisors LLC - 2023-12-31 2,324 $315,000 90
   SOA Wealth Advisors LLC. 146 - 2024-03-31 2,071 $291,000 2
   FRANKLIN RESOURCES INC 2145 - 2023-12-31 2,059 $279,000 179
   COMERICA BANK 2131 - 2023-12-31 2,037 $276,000 77
   Magnus Financial Group LLC - 2024-03-31 1,963 $276,000 90
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 1,859 $261,000 636
   Archford Capital Strategies LLC 232 - 2024-03-31 1,797 $253,000 3
   Arete Wealth Advisors LLC 635 - 2023-12-31 1,672 $226,000 1,672
   Mascoma Wealth Management LLC 90 - 2024-03-31 1,601 $225,000 89
   GOFEN & GLOSSBERG LLC /IL/ 462 - 2022-12-31 2,005 $221,000 2,005
   U.S. Capital Wealth Advisors LLC 615 - 2023-12-31 1,584 $215,000 1,584
   Coppell Advisory Solutions LLC 265 - 2023-12-31 1,479 $200,000 104
   NATIONAL BANK OF CANADA /FI/ 1324 - 2023-12-31 1,150 $153,000 179
   Y.D. More Investments Ltd 180 - 2023-12-31 1,078 $146,000 38
   SIGNATUREFD, LLC - 2024-03-31 931 $131,000 541
   TD Waterhouse Canada Inc. 757 - 2023-12-31 945 $126,000 710
   Steward Partners Investment Advisory LLC 1612 - 2023-12-31 860 $116,000 29
   Tyler-Stone Wealth Management 300 - 2023-12-31 563 $76,000 2
   HANSON MCCLAIN, INC. 1125 - 2024-03-31 521 $73,000 333
   ICA Group Wealth Management LLC 502 - 2023-12-31 395 $53,000 395
   LGT Financial Advisors LLC 227 - 2024-03-31 373 $52,000 5
  100 Records found
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