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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
RI
326
Ridgewood Investments
New Jersey
$7.56K +$7.53K +54 New
JFG
327
JDM Financial Group
Texas
$7.42K – – –
TFA
328
Toth Financial Advisory
Virginia
$7K – – –
MIA
329
MeadowBrook Investment Advisors
Michigan
$6.3K – – –
AIP
330
Ameritas Investment Partners
Nebraska
$4.2K – – –
UB
331
UMB Bank
Missouri
$4.2K – – –
FP
332
Financial Perspectives
Minnesota
$3.64K – – –
NP
333
NorthRock Partners
Minnesota
$3.36K +$3.35K +24 New
PB
334
Pinnacle Bancorp
Nebraska
$3.22K – – –
CA
335
Continuum Advisory
Idaho
$3.08K – – –
EWA
336
EverSource Wealth Advisors
Alabama
$3.02K – – –
SRCM
337
Signature Resources Capital Management
California
$2.8K – – –
BTI
338
Blue Trust Inc
Georgia
$2.67K – – –
TIM
339
Thompson Investment Management
Wisconsin
$2.52K -$9.77K -70 -80%
BlackRock
340
BlackRock
New York
$2.1K – – –
CPBTD
341
Central Pacific Bank - Trust Division
Hawaii
$1.82K – – –
CTWM
342
Cherry Tree Wealth Management
Minnesota
$1.54K +$140 +1 +10%
MFT
343
Moisand Fitzgerald Tamayo
Florida
$980 +$977 +7 New
AssetMark Inc
344
AssetMark Inc
California
$840 +$837 +6 New
TRCT
345
Tower Research Capital (TRC)
New York
$700 – – –
CP
346
Camelot Portfolios
Ohio
$338 +$279 +2 New
SL
347
Salomon & Ludwin
Virginia
$280 -$132K -945 -100%
DFA
348
DHJJ Financial Advisors
Illinois
$280 – – –
SIS
349
Sound Income Strategies
Florida
$19 – – –
GAA
350
Global Assets Advisory
Florida
– -$800K -111,272 Closed
12 13
14
15 16

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.