We are live on ! Find out more
XAR icon

State Street SPDR S&P Aerospace & Defense ETF

137 hedge funds and large institutions have $641M invested in State Street SPDR S&P Aerospace & Defense ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

78% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 32

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 138137 (-1)

4% less capital invested

Capital invested by funds: $666M → $641M (-$24.9M)

7% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.25M

1.83% less ownership

Funds ownership: 51.62%49.79% (-1.8%)

Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
19
Increased
57
Reduced
32
Closed
19
Calls
$1.17M
Puts
$1.25M
Net Calls
-$85K
Net Calls Change
+$95K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
51
Lido Advisors
California
$684K +$132K +1,501 +24%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$677K +$82.9K +941 +14%
PSF
53
Pacific Sun Financial
California
$600K +$97.3K +1,105 +21%
TRCT
54
Tower Research Capital (TRC)
New York
$568K -$2.06M -23,334 -78%
APA
55
American Portfolios Advisors
New York
$565K +$209K +2,369 +57%
KSA
56
Ken Stern & Associates
California
$563K +$10K +114 +2%
PAG
57
Private Advisory Group
Washington
$541K +$547K +6,214 New
SFG
58
StrategIQ Financial Group
Indiana
$530K +$119K +1,352 +29%
SEIA
59
Signature Estate & Investment Advisors
California
$522K
KIA
60
KCM Investment Advisors
California
$516K +$71.2K +808 +16%
CWM
61
Cornerstone Wealth Management
Missouri
$515K +$3.95M +44,881 New
BFEC
62
Benjamin F. Edwards & Company
Missouri
$513K +$91.4K +1,038 +21%
CF
63
Centaurus Financial
California
$492K -$1.55M -17,551 -76%
PWSG
64
Pacific Wealth Strategies Group
California
$468K -$8.81K -100 -2%
Creative Planning
65
Creative Planning
Kansas
$461K +$26.4K +300 +6%
WDL
66
Well Done LLC
Michigan
$439K +$8.9K +101 +2%
MWM
67
Meridian Wealth Management
Kentucky
$423K +$32K +363 +8%
BTS
68
BB&T Securities
Virginia
$397K -$2.03K -23 -0.5%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$396K +$29.3K +333 +8%
PFS
70
Prospera Financial Services
Texas
$393K +$397K +4,505 New
CCT
71
Country Club Trust
Missouri
$379K -$29.1K -330 -7%
SG
72
StoneX Group
New York
$375K +$5.9K +67 +2%
SWM
73
SeaCrest Wealth Management
New York
$374K
Citadel Advisors
74
Citadel Advisors
Florida
$366K -$1.68M -19,032 -82%
OC
75
Oppenheimer & Co
New York
$365K +$369K +4,190 New

XAR Hedge Fund Activity: Q2 2018 in Review

137 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q2 2018, worth a combined $641M — down 3.7% from $666M a quarter earlier.

Fund positioning in XAR was balanced in Q2 2018: 19 funds opened new positions, 19 closed out, 57 added to existing stakes and 32 trimmed.

The largest buyer was Citigroup, adding an estimated $71M. The largest seller was JP Morgan Chase, cutting an estimated $48.5M.

  • 137 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q2 2018, down from 138 in Q1 2018.
  • Funds reported $641M of State Street SPDR S&P Aerospace & Defense ETF stock for Q2 2018, down 3.7% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q2 2018 and 19 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q2 2018 was Citigroup, an estimated $71M added.
  • The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q2 2018 was JP Morgan Chase, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2018.