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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.

New
Increased
Maintained
Reduced
Closed
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 %
FA
126
Fortis Advisors
Pennsylvania
$553K +$37.9K +270 +7%
CA
127
Claro Advisors
Massachusetts
$543K -$28.4K -202 -5%
SF
128
Summit Financial
New Jersey
$533K +$533K +3,790 New
Fidelity Investments
129
Fidelity Investments
Massachusetts
$526K +$93K +662 +21%
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$513K – – –
FFA
131
First Foundation Advisors
California
$507K +$89.2K +635 +21%
Citigroup
132
Citigroup
New York
$496K +$118K +840 +31%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$493K -$49.2K -350 -9%
CRC
134
Curi RMB Capital
Illinois
$492K – – –
FAM
135
Formidable Asset Management
Ohio
$492K – – –
FFN
136
Focus Financial Network
Minnesota
$487K -$177K -1,337 -27%
PD
137
Planning Directions
Pennsylvania
$485K -$17K -121 -3%
JIP
138
Jaffetilchin Investment Partners
Florida
$483K -$29.9K -213 -6%
QWM
139
Quadcap Wealth Management
Texas
$474K +$474K +3,372 New
LFAS
140
Level Four Advisory Services
Texas
$462K – – –
UID
141
Union Investments & Development
Israel
$452K – – –
KWA
142
Kingswood Wealth Advisors
California
$438K +$198K +1,406 +82%
JWCA
143
J.W. Cole Advisors
Florida
$437K +$57.5K +409 +15%
9WM
144
9258 Wealth Management
Ohio
$429K – – –
CIAS
145
Capital Investment Advisory Services
North Carolina
$426K +$10.8K +77 +3%
SFC
146
Strategic Financial Concepts
Texas
$423K +$29.5K +210 +8%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$422K +$92.5K +658 +28%
SIC
148
Salem Investment Counselors
North Carolina
$422K – – –
BBA
149
BLB&B Advisors
Pennsylvania
$418K – – –
OWM
150
OneAscent Wealth Management
Alabama
$412K +$25.5K +181 +7%
4 5
6
7 8