DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
XAR

SS SPDR S&P AEROSPACE DEF

592 institutions still hold SS SPDR S&P AEROSPACE DEF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A631·Exchange Traded Fund·592 13F holders·last filed Mar 31, 2026
Market cap
8.0%
vs prior quarter
13F value held
$1.6B
77.0% inst. owned
of float
Holders
592
+106 QoQ
filers reporting
Activity
+38 / −12
+857 added · −814 reduced
this quarter
Concentration
21.23%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

592 institutions reported XAR in Q1 2026. LPL Financial LLC leads at 21.2% of the visible book. +106 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$343M1.3M0.09%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$224M883K0.01%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$216M849K0.02%Q1 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$120M471K0.02%Q1 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$65M256K0.02%Q1 2026
06
UBS Group AG
CIK 0001610520
$63M246K0.01%Q1 2026
07
AMERIPRISE FINANCIAL INC
CIK 0000820027
$60M235K0.01%Q1 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$54M213K0.01%Q1 2026
09
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$48M188K0.02%Q1 2026
10
Howard Capital Management Group, LLC
CIK 0001860501
$47M186K3.13%Q1 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$47M184K0.07%Q1 2026
12
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$44M174K0.02%Q1 2026
13
ROYAL BANK OF CANADA
CIK 0001000275
$44M173K0.01%Q1 2026
14
AFFINITY WEALTH MANAGEMENT LLC
CIK 0000810672
$40M157K6.05%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$37M144K0.05%Q1 2026
16
Cetera Investment Advisers
CIK 0001666741
$35M140K0.04%Q1 2026
17
Enclave Advisors LLC
CIK 0001836110
$34M133K4.64%Q1 2026
18
GOLDMAN SACHS GROUP INC
CIK 0000886982
$33M131K0.00%Q1 2026
19
CWM, LLC
CIK 0001535847
$32M125K0.08%Q1 2026
20
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$30M123K0.02%Q4 2025
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