State Street SPDR S&P Aerospace & Defense ETF
253 hedge funds and large institutions have $538M invested in State Street SPDR S&P Aerospace & Defense ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 27 closing their positions.
402% more call options, than puts
Call options by funds: $2.23M | Put options by funds: $444K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
30% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 70
26% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 27
10% more capital invested
Capital invested by funds: $490M → $538M (+$47.9M)
0.11% more ownership
Funds ownership: 36.62% → 36.73% (+0.11%)
0% more funds holding
Funds holding: 253 → 253 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.28M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$7.34M |
| 3 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$4.91M |
| 4 |
HWM
Heirloom Wealth Management
Greenwood Village,
Colorado
|
+$4.73M |
| 5 |
JP Morgan Chase
New York
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.76M |
| 2 |
JE
JMAC Enterprises
Newtown,
Pennsylvania
|
-$4.38M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.47M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.63M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.83M |
XAR Hedge Fund Activity: Q1 2023 in Review
253 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q1 2023, worth a combined $538M — up 9.8% from $490M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new XAR positions and 27 closed out — a net gain of 7 holders — while 91 added to existing stakes and 70 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.28M. The largest seller was Osaic Holdings, cutting an estimated $8.76M.
- 253 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $538M of State Street SPDR S&P Aerospace & Defense ETF stock for Q1 2023, up 9.8% quarter-over-quarter.
- 34 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q1 2023 and 27 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q1 2023 was LPL Financial, an estimated $9.28M added.
- The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q1 2023 was Osaic Holdings, an estimated $8.76M sold.
Based on aggregated 13F filings for Q1 2023.