XAR icon

SPDR S&P Aerospace & Defense ETF
XAR

Overview Fund Activity

331 hedge funds and large institutions have $951M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
44
Increased
115
Reduced
90
Closed
33
Calls
$2.41M
Puts
$84K
Net Calls
+$2.32M
Net Calls Change
-$519K

Top Buyers

1
HCMG
1
Howard Capital Management Group
California
$18.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$12.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.6M
4
LPL Financial
4
LPL Financial
California
$146M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$5.35M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.6M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$99K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.3M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Clearstead Advisors
Ohio
$110K – – –
SSB
252
Sandy Spring Bank
Maryland
$108K -$17.6K -125 -14%
National Bank of Canada
253
National Bank of Canada
Quebec, Canada
$106K -$57.2K -403 -35%
LTI
254
Laffer Tengler Investments
Tennessee
$99.3K -$310K -2,206 -76%
MIFH
255
Migdal Insurance & Financial Holdings
Israel
$99K -$12.3M -87,105 -99%
GM
256
GeoWealth Management
Illinois
$93K +$55.6K +396 +149%
PA
257
Parallel Advisors
California
$84.4K +$21.5K +153 +34%
EDRH
258
Edmond de Rothschild Holding
Switzerland
$82.9K – – –
NFSG
259
Newbridge Financial Services Group
Florida
$80.1K -$6.75K -48 -8%
CBT
260
CoreFirst Bank & Trust
Kansas
$79.4K – – –
TSWM
261
Tyler-Stone Wealth Management
Ohio
$79.2K – – –
CJ
262
Caitlin John
Michigan
$74.7K +$74.7K +532 New
AF
263
Allworth Financial
California
$73.3K +$46.8K +333 +177%
GFPC
264
Global Financial Private Client
Florida
$69K – – –
HNB
265
Huntington National Bank
Ohio
$68.3K -$65.8K – –
CAL
266
Capital Advisors Ltd
Ohio
$62K – – –
ST
267
Smithfield Trust
Pennsylvania
$60K – – –
DF
268
Dunhill Financial
United Kingdom
$53.1K – – –
LFA
269
LGT Financial Advisors
Texas
$52.4K +$703 +5 +1%
HPC
270
HM Payson & Co
Maine
$52.3K – – –
GWM
271
Geneos Wealth Management
Colorado
$46.6K – – –
SC
272
Solstein Capital
California
$45.8K +$45.8K +326 New
FWP
273
FAS Wealth Partners
Kansas
$45.2K – – –
GWSG
274
GPS Wealth Strategies Group
Colorado
$44.8K – – –
FFA
275
Farther Finance Advisors
California
$44.2K -$278 -2 -0.6%
9 10
11
12 13