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SPDR S&P Aerospace & Defense ETF
XAR

Overview Fund Activity

331 hedge funds and large institutions have $951M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 33 closing their positions.

Holders
331
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
44
Increased
115
Reduced
90
Closed
33
Calls
$2.41M
Puts
$84K
Net Calls
+$2.32M
Net Calls Change
-$519K

Top Buyers

1
HCMG
1
Howard Capital Management Group
California
$18.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$12.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.6M
4
LPL Financial
4
LPL Financial
California
$146M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$5.35M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.6M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$99K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.3M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
101
FFG Partners
Florida
$914K -$113K -802 -11%
FIA
102
Foundations Investment Advisors
Arizona
$906K -$955K -6,794 -51%
BRWA
103
B. Riley Wealth Advisors
Florida
$884K -$1.57K -14 -0.2%
BW
104
Bison Wealth
Georgia
$857K +$19.8K +141 +2%
RWA
105
Redhawk Wealth Advisors
Minnesota
$803K +$803K +5,715 New
GAA
106
Global Assets Advisory
Florida
$800K +$800K +111,272 New
SWM
107
Stapp Wealth Management
Washington
$778K +$86.1K +613 +12%
FA
108
Flagstar Advisors
New York
$736K +$47.2K +336 +7%
WAM
109
Worth Asset Management
Texas
$722K +$722K +5,136 New
PWS
110
Private Wealth Strategies
Ohio
$710K -$14.2K -101 -2%
Vontobel Holding
111
Vontobel Holding
Switzerland
$703K -$703K -5,000 -50%
ES
112
ETF Store
Kansas
$694K +$63.1K +449 +10%
RTL
113
Red Tortoise LLC
Georgia
$640K +$703 +5 +0.1%
SAM
114
Strategy Asset Managers
California
$626K +$38.5K +274 +7%
RRCM
115
Rappaport Reiches Capital Management
Illinois
$621K +$336K +2,389 +117%
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$615K +$406K +2,889 +194%
CCFM
117
Clear Creek Financial Management
Washington
$613K +$613K +4,366 New
SWM
118
Spire Wealth Management
Virginia
$608K +$466K +3,316 +329%
TWC
119
TD Waterhouse Canada
Ontario, Canada
$607K +$477K +3,471 +367%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$606K +$49.9K +355 +9%
VWM
121
VCI Wealth Management
Missouri
$606K -$112K -797 -16%
FHA
122
First Horizon Advisors
Tennessee
$584K -$64.5K -459 -10%
GRP
123
Global Retirement Partners
California
$572K -$82.9K -590 -13%
NS
124
NBC Securities
Alabama
$568K +$27.5K +196 +5%
BWP
125
Balboa Wealth Partners
Arizona
$554K +$45.7K +325 +9%
3 4
5
6 7