Public ownership evidence

State Street SPDR S&P Aerospace & Defense ETF (XAR) Ownership Disclosures

Read XAR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR S&P Aerospace & Defense ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
8,162
Value (USD)
$1,311,492
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XAR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XAR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-298,162$1,311,492None
Corient Private Wealth LP2026-06-302026-08-2825,011$7,098,358None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2895$26,961None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28128$32,509None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2150$14,190None
Bullock Wealth Management Group2026-06-302026-08-20690$196,726None
Kingsview Wealth Management, LLC2026-06-302026-08-2025,340$7,191,356None
Kingsview Wealth Management, LLC2026-06-302026-08-2049,278$13,984,604None
Field & Main Bank2026-06-302026-08-2075$21,284None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,414$685,156None
Beacon Pointe Advisors, LLC2026-06-302026-08-1910,072$2,858,300None
Copia Wealth Management2026-06-302026-08-1937$10,500None
Orion Capital Management LLC2026-06-302026-08-1922$6,243None
Strive Financial Group ,LLC2026-06-302026-08-18125$35,474None
Caitlin John, LLC2026-06-302026-08-18595$168,954None
Corient Private Wealth LP2026-06-302026-08-1824,757$7,015,468None
Transamerica Financial Advisors, LLC2026-06-302026-08-18150$42,661None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,061$301,332None
Equitable Holdings, Inc.2026-06-302026-08-1820,611$5,849,314None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1818,335$5,203,000None
AMERIFLEX GROUP, INC.2026-06-302026-08-1544$12,487None
Synergy Investment Management, LLC2026-06-302026-08-15221$62,717None
Murphy & Mullick Capital Management Corp2026-06-302026-08-152,825$801,749None
Glen Eagle Advisors, LLC2026-06-302026-08-152,644$750,369None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15409$115,800None
Federation des caisses Desjardins du Quebec2026-06-302026-08-157,308$2,073,937None
JPL Wealth Management, LLC2026-06-302026-08-15186$52,785None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15924$262,208None
Mutual Advisors, LLC2026-06-302026-08-1523,990$6,808,006None
Advyzon Investment Management, LLC2026-06-302026-08-1569$19,582None
Advyzon Investment Management, LLC2026-06-302026-08-156,943$1,970,213None
Strategies Wealth Advisors, LLC2026-06-302026-08-15877$248,907None
Authentikos Wealth Advisory, LLC2026-06-302026-08-157,319$2,077,064None
Milestone Investment Advisors LLC2026-06-302026-08-15136$38,596None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-15720$204,330None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-153,034$861,154None
NCM Capital Management, LLC2026-06-302026-08-1511,366$3,225,656None
KINTRA WEALTH, LLC2026-06-302026-08-151,053$307,457None
Ameritas Advisory Services, LLC2026-06-302026-08-1510,443$2,963,525None
NFSG Corp2026-06-302026-08-15595$168,727None
Western Wealth Management, LLC2026-06-302026-08-156,210$1,762,430None
Western Wealth Management, LLC2026-06-302026-08-152,998$850,684None
IFG Advisory, LLC2026-06-302026-08-155,792$1,643,651None
Blueshift Asset Management, LLC2026-06-302026-08-15770$218,518None
Per Stirling Capital Management, LLC.2026-06-302026-08-151,928$547,147None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,848$2,227,284None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,208$342,774None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,585$2,436,339None
OSAIC HOLDINGS, INC.2026-06-302026-08-15162,877$46,259,491None
Cavalier Investments, LLC2026-06-302026-08-1513,804$3,917,437None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗GILL CAPITAL PARTNERS, LLC ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗Kingsview Wealth Management, LLC ↗Field & Main Bank ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.