We are live on ! Find out more
XAR icon

State Street SPDR S&P Aerospace & Defense ETF
XAR

261 hedge funds and large institutions have $577M invested in State Street SPDR S&P Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

1.6% more ownership

Funds ownership: 38.29% → 39.89% (+1.6%)

1% more funds holding

Funds holding: 259 → 261 (+2)

1% less capital invested

Capital invested by funds: $586M → $577M (-$8.55M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
261
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
85
Reduced
75
Closed
28
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
-$443K

Top Buyers

1
LPL Financial
LPL Financial
California
+$12M
2
Bank of America
Bank of America
North Carolina
+$9.1M
3
CW
Connectus Wealth
Ohio
+$6.09M
4
Morgan Stanley
Morgan Stanley
New York
+$4.7M
5
HWM
Heirloom Wealth Management
Colorado
+$4.37M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.93M
2
OPOWM
One Plus One Wealth Management
Florida
-$7.05M
3
CW
CreativeOne Wealth
Kansas
-$1.99M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$1.18M
5
AWM
Apollon Wealth Management
South Carolina
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
251
JDM Financial Group
Texas
$5.94K +$239 +2 +4%
TFA
252
Toth Financial Advisory
Virginia
$4.48K – – –
PFBT
253
Parkside Financial Bank & Trust
Missouri
$4.37K – – –
CFD
254
Creative Financial Designs
Indiana
$4.07K -$1.68K -14 -28%
AIP
255
Ameritas Investment Partners
Nebraska
$3.36K – – –
BAAM
256
Baker Avenue Asset Management
California
$3.36K +$3.59K +30 New
FP
257
Financial Perspectives
Minnesota
$2.92K – – –
EWA
258
EverSource Wealth Advisors
Alabama
$2.24K – – –
OP
259
ORG Partners
Indiana
$1.69K – – –
CTWM
260
Cherry Tree Wealth Management
Minnesota
$785 +$838 +7 New
HT
261
Headlands Technologies
Illinois
$785 +$838 +7 New
ACM
262
Antonetti Capital Management
Florida
$561 +$598 +5 New
DFA
263
DHJJ Financial Advisors
Illinois
$225 +$239 +2 New
OPOWM
264
One Plus One Wealth Management
Florida
– -$7.05M -57,975 Closed
NWM
265
NEIRG Wealth Management
Massachusetts
– -$5.71M -46,962 Closed
CW
266
CreativeOne Wealth
Kansas
– -$1.99M -16,363 Closed
AWM
267
Apollon Wealth Management
South Carolina
– -$1.1M -9,033 Closed
CCM
268
Crabel Capital Management
California
– -$368K -3,030 Closed
MTIC
269
Missouri Trust & Investment Company
Missouri
– -$312K -2,570 Closed
USCWA
270
U.S. Capital Wealth Advisors
Texas
– -$292K -2,399 Closed
AWA
271
Arkadios Wealth Advisors
Georgia
– -$280K -2,306 Closed
ARC
272
Advisor Resource Council
Texas
– -$271K -2,226 Closed
SG
273
StoneX Group
New York
– -$244K -2,010 Closed
RJT
274
Raymond James Trust
Florida
– -$243K -2,001 Closed
MFG
275
Merit Financial Group
Georgia
– -$232K -1,908 Closed
8 9 10
11
12

XAR Hedge Fund Activity: Q3 2023 in Review

261 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q3 2023, worth a combined $577M — down 1.5% from $586M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new XAR positions and 28 closed out — a net gain of 5 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was LPL Financial, adding an estimated $12M. The largest seller was PNC Financial Services Group, cutting an estimated $7.93M.

  • 261 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q3 2023, up from 259 in Q2 2023.
  • Funds reported $577M of State Street SPDR S&P Aerospace & Defense ETF stock for Q3 2023, down 1.5% quarter-over-quarter.
  • 33 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q3 2023 and 28 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q3 2023 was LPL Financial, an estimated $12M added.
  • The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q3 2023 was PNC Financial Services Group, an estimated $7.93M sold.

Based on aggregated 13F filings for Q3 2023.