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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
PA
276
PFG Advisors
Arizona
– -$227K -1,871 Closed
HFRG
277
Houlihan Financial Resource Group
Virginia
– -$216K -1,860 Closed
EWA
278
Evolution Wealth Advisors
Florida
– -$215K -1,770 Closed
KA
279
Kovack Advisors
Florida
– -$209K -1,722 Closed
JE
280
JMAC Enterprises
Pennsylvania
– -$209K -1,716 Closed
AWA
281
Arete Wealth Advisors
Illinois
– -$207K -1,706 Closed
AA
282
Addison Advisors
Vermont
– -$40.1K -330 Closed
IGWM
283
ICA Group Wealth Management
Colorado
– -$35.2K -290 Closed
CFO
284
CVA Family Office
Colorado
– -$30.4K -250 Closed
HS
285
Horan Securities
United States
– -$9.72K -80 Closed
WP
286
WealthPLAN Partners
Nebraska
– -$8.51K -70 Closed
WAM
287
Worth Asset Management
Texas
– -$7.29K -60 Closed
GWM
288
Grand Wealth Management
Michigan
– -$7.08K -58 Closed
RI
289
Ridgewood Investments
New Jersey
– -$6.56K -54 Closed
CB
290
Centennial Bank
Arkansas
– -$6.01K -50 Closed
BBHC
291
Brown Brothers Harriman & Co
New York
– -$3.65K -30 Closed
8 9 10 11
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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.