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
SSB
126
Sandy Spring Bank
Maryland
$80K
GI
127
Gradient Investments
Minnesota
$80K +$80.8K +911 New
EFSCE
128
Enterprise Financial Services Corp (EFSC)
Missouri
$75K -$4.78M -53,860 -98%
TFS
129
TrustCore Financial Services
Tennessee
$69K -$94.9K -1,070 -57%
CA
130
Clearstead Advisors
Ohio
$68K
HPC
131
HM Payson & Co
Maine
$67K -$4.44K -50 -6%
NFSG
132
Newbridge Financial Services Group
Florida
$62K +$63.3K +714 New
GFPC
133
Global Financial Private Client
Florida
$54.5K -$20.4K -230 -27%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$52K
PA
135
Parallel Advisors
California
$52K +$53.2K +600 New
SPIA
136
Steward Partners Investment Advisory
New York
$51K
CTC
137
Central Trust Company
Missouri
$48K -$26.6K -300 -35%
ACA
138
Aptus Capital Advisors
Alabama
$45K -$14.4K -162 -24%
Franklin Resources
139
Franklin Resources
California
$44K -$31.9K -360 -42%
BWM
140
Baystate Wealth Management
Massachusetts
$38K +$89 +1 +0.2%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$37K
BAM
142
Bellevue Asset Management
Washington
$35K
CIA
143
Choate Investment Advisors
Massachusetts
$34K +$34.2K +385 New
CFA
144
Carroll Financial Associates
North Carolina
$33K
Simplex Trading
145
Simplex Trading
Illinois
$29K -$66.5K -749 -69%
FWP
146
FAS Wealth Partners
Kansas
$28K +$27.9K +315 New
US Bancorp
147
US Bancorp
Minnesota
$25K -$61.8K -697 -71%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$23K -$534K -6,017 -96%
TFGT
149
TS Financial Group (TSFG)
Illinois
$21K
ZB
150
Zions Bancorporation
Utah
$20K

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.