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State Street SPDR S&P Aerospace & Defense ETF
XAR

346 hedge funds and large institutions have $942M invested in State Street SPDR S&P Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $140K

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

46% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 87

4% more funds holding

Funds holding: 334 → 346 (+12)

0.73% less ownership

Funds ownership: 45.79% → 45.06% (-0.73%)

1% less capital invested

Capital invested by funds: $952M → $942M (-$10.1M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
346
Holders Change
+12
Holders Change %
+3.59%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
48
Increased
127
Reduced
87
Closed
28
Calls
$2.52M
Puts
$140K
Net Calls
+$2.38M
Net Calls Change
+$59K

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$11.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.97M
3
RPGK
Retirement Planning Group (Kansas)
Kansas
+$5.54M
4
LPL Financial
LPL Financial
California
+$3.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.58M

Top Sellers

1
KDA
Kraft Davis & Associates
Missouri
-$6.36M
2
SWP
Strategic Wealth Partners
Ohio
-$6.25M
3
Truist Financial
Truist Financial
North Carolina
-$4.02M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.61M
5
LNC
Lincoln National Corp
Pennsylvania
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
226
Mascoma Wealth Management
New Hampshire
$215K -$8.79K -63 -4%
RFP
227
Root Financial Partners
California
$215K – – –
RW
228
Rockport Wealth
Ohio
$215K +$214K +1,534 New
SLC
229
Second Line Capital
Louisiana
$212K -$57.1K -409 -21%
CAS
230
Coppell Advisory Solutions
Texas
$211K +$210K +1,504 New
Two Sigma Investments
231
Two Sigma Investments
New York
$210K -$181K -1,300 -46%
PFG
232
Prosperity Financial Group
California
$209K +$8.37K +60 +4%
PWA
233
PCG Wealth Advisors
Kansas
$209K -$1.4K -10 -0.7%
SFA
234
Sequoia Financial Advisors
Ohio
$208K +$279 +2 +0.1%
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$206K -$69.8K -500 -25%
SWM
236
Silverlake Wealth Management
Vermont
$206K +$206K +1,473 New
HAG
237
HF Advisory Group
Maryland
$206K -$140 -1 -0.1%
ASBI
238
American State Bank (Iowa)
Iowa
$203K – – –
EW
239
Evoke Wealth
California
$203K +$202K +1,450 New
MS
240
Madden Securities
Texas
$202K -$6.98K -50 -3%
WFS
241
WealthGarden F.S.
California
$201K +$201K +1,438 New
AIA
242
Ally Invest Advisors
North Carolina
$200K +$200K +1,430 New
WS
243
Wedbush Securities
California
$200K +$200K +1,431 New
William Blair & Company
244
William Blair & Company
Illinois
$191K +$279 +2 +0.1%
VF
245
VitalStone Financial
Texas
$191K +$57.8K +414 +44%
BFEC
246
Benjamin F. Edwards & Company
Missouri
$189K – – –
TWC
247
TD Waterhouse Canada
Ontario, Canada
$183K -$433K -3,102 -70%
YDMI
248
Y.D. More Investments
Israel
$167K -$5.3K -38 -3%
OIA
249
Optimum Investment Advisors
Illinois
$162K +$20.9K +150 +15%
AA
250
Ancora Advisors
Ohio
$159K – – –
8 9
10
11 12

XAR Hedge Fund Activity: Q2 2024 in Review

346 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q2 2024, worth a combined $942M — down 1.1% from $952M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new XAR positions and 28 closed out — a net gain of 20 holders — while 127 added to existing stakes and 87 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $11.5M. The largest seller was Kraft Davis & Associates, exiting entirely with an estimated $6.36M sold.

  • 346 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q2 2024, up from 334 in Q1 2024.
  • Funds reported $942M of State Street SPDR S&P Aerospace & Defense ETF stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q2 2024 and 28 closed out, a net change of +20 holders.
  • The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $11.5M added.
  • The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q2 2024 was Kraft Davis & Associates, an estimated $6.36M sold.

Based on aggregated 13F filings for Q2 2024.