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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
VIA
76
Vantage Investment Advisors
Pennsylvania
$27K – – –
ASN
77
Advisory Services Network
Georgia
$21K – – –
NSIM
78
North Star Investment Management
Illinois
$21K – – –
GWM
79
Geneos Wealth Management
Colorado
$21K +$20.6K +300 New
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$21K +$21K +305 New
IPC
81
Independent Portfolio Consultants
Florida
$20K +$19.5K +284 New
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$15.6K – – –
GRP
83
Global Retirement Partners
California
$15K – – –
RCG
84
Ruggie Capital Group
Florida
$13K – – –
AIM
85
Advantage Investment Management
Iowa
$12K – – –
BRC
86
Bell Rock Capital
Delaware
$12K +$11.7K +170 New
SEI Investments
87
SEI Investments
Pennsylvania
$11K – – –
MRCM
88
M&R Capital Management
New Jersey
$9K – – –
SBL
89
Sargent Bickham Lagudis
Colorado
$3K – – –
IWM
90
IHT Wealth Management
Illinois
$126 +$20.8K +302 +196%
SIC
91
Salem Investment Counselors
North Carolina
– -$2.73M -41,125 Closed
VF
92
Virtu Financial
New York
– -$2.55M -38,166 Closed
Citadel Advisors
93
Citadel Advisors
Florida
– -$1.64M -24,533 Closed
NWP
94
Northstar Wealth Partners
Connecticut
– -$361K -5,487 Closed
FANJ
95
Financial Architects (New Jersey)
New Jersey
– -$64K -965 Closed
Simplex Trading
96
Simplex Trading
Illinois
– -$23K -350 Closed
BIG
97
Bellwether Investment Group
Tennessee
– -$17K -255 Closed
1 2 3
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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.