We are live on ! Find out more
XAR icon

State Street SPDR S&P Aerospace & Defense ETF

183 hedge funds and large institutions have $375M invested in State Street SPDR S&P Aerospace & Defense ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 83 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $684K

3.43% more ownership

Funds ownership: 31.78%35.2% (+3.4%)

7% less funds holding

Funds holding: 197183 (-14)

15% less capital invested

Capital invested by funds: $439M → $375M (-$63.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

51% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 83

Holders
183
Holders Change
-14
Holders Change %
-7.11%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
41
Reduced
83
Closed
28
Calls
$2.03M
Puts
$684K
Net Calls
+$1.35M
Net Calls Change
-$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
101
Matrix Private Capital Group
New York
$254K
ISWM
102
Independent Solutions Wealth Management
New York
$241K -$4.44K -50 -2%
VFM
103
Vivid Financial Management
California
$240K -$887 -10 -0.4%
MWM
104
Meridian Wealth Management
Kentucky
$238K -$954K -10,750 -80%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$235K -$57.5K -648 -20%
IFG
106
Independent Financial Group
California
$230K -$41.1K -463 -15%
KA
107
Kovack Advisors
Florida
$229K -$3.08M -34,757 -93%
BAM
108
Belpointe Asset Management
Nevada
$229K -$8.96K -101 -4%
MFP
109
Meridian Financial Partners
Virginia
$224K
KIA
110
KCM Investment Advisors
California
$216K -$22.2K -250 -9%
LFAS
111
Level Four Advisory Services
Texas
$213K -$17.7K -199 -8%
PWP
112
Principle Wealth Partners
Connecticut
$207K
GEA
113
Glen Eagle Advisors
New Jersey
$204K +$4.44K +50 +2%
SWM
114
SeaCrest Wealth Management
New York
$201K -$65.7K -740 -24%
FHA
115
Flagship Harbor Advisors
Massachusetts
$198K -$82.2K -926 -29%
GRP
116
Global Retirement Partners
California
$197K -$11.4K -129 -5%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$182K -$6.21K -70 -3%
SFS
118
Sowell Financial Services
Arkansas
$128K -$44.4K -500 -25%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$120K +$13.4K +151 +12%
FFA
120
Founders Financial Alliance
North Carolina
$120K +$122K +1,379 New
Deutsche Bank
121
Deutsche Bank
Germany
$108K +$57.1K +644 +108%
NFG
122
Next Financial Group
Texas
$97K -$296K -3,338 -75%
KTC
123
Kistler-Tiffany Companies
Pennsylvania
$97K
CAAS
124
Capital Asset Advisory Services
Michigan
$94K
AIC
125
Ayalon Insurance Company
Israel
$80K

XAR Hedge Fund Activity: Q3 2020 in Review

183 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q3 2020, worth a combined $375M — down 15% from $439M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of XAR and 17 opened new positions — a net loss of 11 holders — while 83 trimmed existing stakes and 41 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.49M. The largest seller was Citigroup, cutting an estimated $13.2M.

  • 183 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q3 2020, down from 197 in Q2 2020.
  • Funds reported $375M of State Street SPDR S&P Aerospace & Defense ETF stock for Q3 2020, down 15% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q3 2020 and 28 closed out, a net change of -11 holders.
  • The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $3.49M added.
  • The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q3 2020 was Citigroup, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2020.