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State Street SPDR S&P Aerospace & Defense ETF
XAR

91 hedge funds and large institutions have $373M invested in State Street SPDR S&P Aerospace & Defense ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 8

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

14% more capital invested

Capital invested by funds: $328M → $373M (+$45.5M)

7% more funds holding

Funds holding: 85 → 91 (+6)

2.63% less ownership

Funds ownership: 60.62% → 57.98% (-2.6%)

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
48
Reduced
8
Closed
7
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
+$2.72M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$9M
2
Stifel Financial
Stifel Financial
Missouri
+$6.37M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$4.36M
4
Wells Fargo
Wells Fargo
California
+$3.48M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.39M

Top Sellers

1
SIC
Salem Investment Counselors
North Carolina
-$2.73M
2
VF
Virtu Financial
New York
-$2.55M
3
Jane Street
Jane Street
New York
-$2.49M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.64M
5
MWM
Meridian Wealth Management
Kentucky
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Suntrust Banks
Georgia
$1.44M +$55.6K +808 +4%
TRCT
27
Tower Research Capital (TRC)
New York
$1.41M +$1.38M +20,062 New
CFD
28
Creative Financial Designs
Indiana
$1.39M +$237K +3,445 +21%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.36M +$18.7K +271 +1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.35M +$1.32M +19,190 New
FAAS
31
First Allied Advisory Services
California
$1.29M +$192K +2,784 +18%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.26M -$364K -5,290 -23%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$1.19M +$45.8K +665 +4%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$1.18M -$27.1K -394 -2%
CA
35
Cumberland Advisors
Florida
$901K +$881K +12,800 New
DC
36
Davenport & Co
Virginia
$745K -$1.38M -20,011 -65%
PAG
37
Private Advisory Group
Washington
$740K +$246K +3,570 +52%
CA
38
Cetera Advisors
Colorado
$646K +$263K +3,819 +71%
SEIA
39
Signature Estate & Investment Advisors
California
$622K +$25.3K +368 +4%
AG
40
Advisor Group
Arizona
$618K +$273K +3,969 +82%
SFG
41
StrategIQ Financial Group
Indiana
$546K +$187K +2,713 +54%
IH
42
IFC Holdings
Florida
$504K +$175K +2,536 +56%
SWP
43
Stratos Wealth Partners
Ohio
$486K +$164K +2,382 +53%
KSA
44
Ken Stern & Associates
California
$460K -$3.58K -52 -0.8%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$427K +$36.1K +525 +9%
NPC
46
National Planning Corporation
California
$424K +$412K +5,983 New
SPC
47
Sigma Planning Corp
Michigan
$398K +$6.81K +99 +2%
KIA
48
KCM Investment Advisors
California
$381K +$138 +2 +0%
FA
49
FDx Advisors
Illinois
$377K -$333K -4,843 -47%
PWSG
50
Pacific Wealth Strategies Group
California
$365K – – –
1
2
3 4

XAR Hedge Fund Activity: Q2 2017 in Review

91 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q2 2017, worth a combined $373M — up 14% from $328M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XAR positions and 7 closed out — a net gain of 8 holders — while 48 added to existing stakes and 8 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9M. The largest seller was Salem Investment Counselors, exiting entirely with an estimated $2.73M sold.

  • 91 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q2 2017, up from 85 in Q1 2017.
  • Funds reported $373M of State Street SPDR S&P Aerospace & Defense ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q2 2017 and 7 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q2 2017 was Raymond James Financial Services Advisors, an estimated $9M added.
  • The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q2 2017 was Salem Investment Counselors, an estimated $2.73M sold.

Based on aggregated 13F filings for Q2 2017.