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State Street SPDR S&P Aerospace & Defense ETF
XAR

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: 1 → 3 (+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: 138 → 137 (-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

Top Buyers

1
Citigroup
Citigroup
New York
+$71M
2
RJA
Raymond James & Associates
Florida
+$7.75M
3
SAM
Stringer Asset Management
Tennessee
+$4.91M
4
CWM
Cornerstone Wealth Management
Missouri
+$3.95M
5
Bank of America
Bank of America
North Carolina
+$3.43M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$48.5M
2
JCM
Janney Capital Management
Pennsylvania
-$31.2M
3
CS
Credit Suisse
Switzerland
-$21.7M
4
Wells Fargo
Wells Fargo
California
-$7.74M
5
Ameriprise
Ameriprise
Minnesota
-$5.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$155K -$4.76K -54 -3%
Victory Capital Management
102
Victory Capital Management
Texas
$148K – – –
CWA
103
Clarus Wealth Advisors
Arizona
$136K +$138K +1,569 New
ASN
104
Advisory Services Network
Georgia
$107K +$4.67K +53 +5%
KTC
105
Kistler-Tiffany Companies
Pennsylvania
$105K +$8.81K +100 +9%
FHA
106
First Horizon Advisors
Tennessee
$96K +$96.9K +1,100 New
SSB
107
Sandy Spring Bank
Maryland
$85K – – –
CG
108
Cutler Group
California
$57K -$130K -1,477 -69%
WAS
109
Winch Advisory Services
Wisconsin
$45K +$88 +1 +0.2%
US Bancorp
110
US Bancorp
Minnesota
$44K – – –
BWM
111
Baystate Wealth Management
Massachusetts
$38K – – –
BCA
112
Bay Colony Advisors
Massachusetts
$35K +$35.8K +407 New
VIA
113
Vantage Investment Advisors
Pennsylvania
$34K – – –
SWP
114
Strategic Wealth Partners
Ohio
$31K – – –
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$27K – – –
GWM
116
Geneos Wealth Management
Colorado
$26K – – –
MRCM
117
M&R Capital Management
New Jersey
$26K +$8.9K +101 +50%
CAC
118
Certified Advisory Corp
Florida
$25K +$23.9K +271 +215%
RWA
119
River Wealth Advisors
Pennsylvania
$22K +$22.5K +255 New
VNA
120
Valley National Advisers
Pennsylvania
$18K – – –
AIM
121
Advantage Investment Management
Iowa
$18K +$88 +1 +0.5%
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$17.6K – – –
WIM
123
Westside Investment Management
California
$17.4K – – –
SEI Investments
124
SEI Investments
Pennsylvania
$17K – – –
GRP
125
Global Retirement Partners
California
$16K – – –
3 4
5
6 7

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.