Security record · archived quarter
XAR
State Street SPDR S&P Aerospace & Defense ETF · Financial Services · Asset Management - Global
68Tracked holders
+10Δ holders
6.82MShares held
$1.73BReported value
+10New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +17.2% ·
share flow +6.4% ·
net new positions +14.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 18.61K | $4.23M | n/a | −1 |
| Q2 2026 | 61 | -5 | 6.79M | $1.92B | +2 | −8 |
| Q1 2026 | 68 | +10 | 6.82M | $1.73B | +10 | n/a |
| Q4 2025 | 58 | -1 | 6.41M | $1.43B | n/a | −1 |
| Q3 2025 | 9 | +2 | 977.36K | $229.64M | +2 | n/a |
| Q2 2025 | 4 | 0 | 19.99K | $4.22M | +1 | −1 |
| Q1 2025 | 2 | -1 | 8.63K | $1.39M | n/a | −1 |
| Q4 2024 | 3 | -2 | 115.12K | $19.09M | +1 | −3 |
| Q3 2024 | 5 | +3 | 158.35K | $24.92M | +3 | n/a |
| Q2 2024 | 2 | n/a | 129.06K | $18.07M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.35M | +4.8% | $342.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 883.35K | +26.5% | $224.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 3 | Bank Of America Corp /De/ | 848.72K | +5.6% | $215.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Wells Fargo & Company/Mn | 471.00K | +29.5% | $119.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Raymond James Financial Inc | 255.79K | +0.1% | $64.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | UBS Group AG | 246.38K | +19.4% | $62.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 235.36K | +32.3% | $59.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 212.86K | +17.8% | $54.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mirae Asset Global Investments Co.… | 188.49K | +541.1% | $47.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 184.10K | +17.0% | $46.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 173.58K | +40.7% | $44.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 173.15K | +19.2% | $43.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 13 | Osaic Holdings, Inc. | 144.03K | -14.6% | $36.60M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Pnc Financial Services Group, Inc. | 140.18K | +8.9% | $35.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Cetera Investment Advisers | 139.64K | +14.2% | $35.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 130.52K | -7.0% | $33.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Cwm, Llc | 124.57K | -39.7% | $31.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 107.11K | +3.5% | $25.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 19 | Stifel Financial Corp | 77.87K | +2.4% | $19.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 72.13K | +30.2% | $18.32M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 68.18K | +37.8% | $17.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 64.34K | +86.9% | $16.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Focus Partners Wealth | 48.20K | -1.7% | $12.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 38.37K | +347.8% | $9.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Creative Planning | 38.02K | +70.8% | $9.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 35.50K | +63.6% | $9.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 34.80K | New | $8.84M | 0.0% | New | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 34.30K | -6.7% | $8.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Wealthfront Advisers LLC | 33.12K | +23.0% | $8.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 31.79K | New | $8.07M | 0.0% | New | 1 | SEC ↗ |
| 31 | Mariner, LLC | 24.48K | +7.4% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Corient Private Wealth LP | 22.63K | -95.8% | $5.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 19.60K | +43.6% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Brown Advisory Inc | 19.07K | +0.2% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 17.10K | +1.5% | $4.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Bank Of Montreal /Can/ | 16.53K | +16.0% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 37 | Lido Advisors, LLC | 16.10K | -59.6% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Wealth Enhancement Advisory… | 14.80K | +14.3% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 8.89K | +0.4% | $2.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Hrt Financial Lp | 8.13K | New | $2.06M | 0.0% | New | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 6.42K | New | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 42 | Cerity Partners LLC | 5.50K | +56.0% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Belvedere Trading LLC | 5.45K | +303.6% | $1.38M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 44 | Blair William & Co/Il | 4.07K | +74.5% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Franklin Resources Inc | 3.92K | +25.1% | $995,348 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 46 | AQR Capital Management ✦ | 3.90K | -3.1% | $945,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Captrust Financial Advisors | 3.69K | +13.5% | $935,951 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 3.61K | +77.2% | $917,645 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Us Bancorp \De\ | 3.50K | +64.3% | $888,683 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | National Bank Of Canada /Fi/ | 3.49K | +45.6% | $886,761 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Citigroup Inc | 2.82K | +16.2% | $715,716 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Northern Trust Corp | 2.26K | +3.7% | $574,757 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Jane Street Group, Llc | 2.09K | -46.8% | $530,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Tudor Investment Corp Et Al | 2.00K | New | $507,960 | 0.0% | New | 1 | SEC ↗ |
| 55 | BlackRock ✦ (passive) | 1.81K | +274.9% | $459,847 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 56 | Mercer Global Advisors Inc /Adv | 1.69K | -32.6% | $429,709 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | TD Waterhouse Canada Inc. | 1.65K | -1.1% | $427,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Renaissance Technologies ✦ | 1.60K | -38.5% | $406,368 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Cibc World Market Inc. | 1.50K | -0.3% | $381,986 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Mackenzie Financial Corp | 1.28K | 0.0% | $325,094 | 0.0% | Held | 2 | SEC ↗ |
| 61 | GAMCO Investors ✦ | 1.15K | 0.0% | $292,077 | 0.0% | Held | 4 | SEC ↗ |
| 62 | Simplex Trading, Llc | 987 | New | $250,678 | 0.0% | New | 1 | SEC ↗ |
| 63 | Tidal Investments LLC | 928 | New | $224,799 | 0.0% | New | 1 | SEC ↗ |
| 64 | Fisher Asset Management ✦ | 836 | New | $212,444 | 0.0% | New | 1 | SEC ↗ |
| 65 | Allianz Asset Management GmbH | 400 | New | $101,592 | 0.0% | New | 1 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 272 | +635.1% | $69,108 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Assetmark, Inc | 247 | +1.2% | $62,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 162 | New | $41,145 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $8.84M | 0.0% |
| D. E. Shaw & Co. | $8.07M | 0.0% |
| Hrt Financial Lp | $2.06M | 0.0% |
| Fifth Third Bancorp | $1.63M | 0.0% |
| Tudor Investment Corp Et Al | $507,960 | 0.0% |
| Simplex Trading, Llc | $250,678 | 0.0% |
| Tidal Investments LLC | $224,799 | 0.0% |
| Fisher Asset Management | $212,444 | 0.0% |
| Allianz Asset Management GmbH | $101,592 | 0.0% |
| UBS AM, a distinct business… | $41,145 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 563 holders, 10.03M shares, $2.49B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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