XAR icon

SPDR S&P Aerospace & Defense ETF
XAR

Overview Fund Activity

343 hedge funds and large institutions have $941M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+12
Holders Change %
+3.63%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
48
Increased
126
Reduced
87
Closed
28
Calls
$2.52M
Puts
$140K
Net Calls
+$2.38M
Net Calls Change
+$59K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$12.9M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$5.56M
3
LPL Financial
3
LPL Financial
California
$149M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$2.88M

Top Sellers

1
KDA
1
Kraft Davis & Associates
Missouri
$0
2
SWP
2
Strategic Wealth Partners
Ohio
$0
3
Truist Financial
3
Truist Financial
North Carolina
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.2M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
126
Focus Financial Network
Minnesota
$543K +$589 +4 +0.1%
CA
127
Claro Advisors
Massachusetts
$526K -$14.8K -106 -3%
ACM
128
Avalon Capital Management
California
$521K +$521K +3,721 New
MCM
129
MAI Capital Management
Ohio
$514K +$514K +3,674 New
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$511K – – –
TSMHT
131
Thurston Springer Miller Herd & Titak
Indiana
$500K +$500K +3,571 New
Citigroup
132
Citigroup
New York
$494K – – –
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$492K +$280 +2 +0.1%
JIP
134
Jaffetilchin Investment Partners
Florida
$492K +$10.1K +72 +2%
CRC
135
Curi RMB Capital
Illinois
$491K – – –
FAM
136
Formidable Asset Management
Ohio
$490K – – –
GRP
137
Global Retirement Partners
California
$488K -$81.3K -581 -14%
PD
138
Planning Directions
Pennsylvania
$484K +$560 +4 +0.1%
FFA
139
Farther Finance Advisors
California
$474K +$430K +3,091 +972%
JWCA
140
J.W. Cole Advisors
Florida
$433K -$1.68K -12 -0.4%
MCC
141
Money Concepts Capital
Florida
$432K +$432K +3,085 New
SIG
142
Spinnaker Investment Group
California
$432K +$51.2K +366 +13%
AFA
143
Atlas Financial Advisors
California
$428K +$40K +286 +10%
9WM
144
9258 Wealth Management
Ohio
$427K – – –
CIAS
145
Capital Investment Advisory Services
North Carolina
$421K -$3.78K -27 -0.9%
SIC
146
Salem Investment Counselors
North Carolina
$420K – – –
SCA
147
Snowden Capital Advisors
New York
$418K +$11.9K +85 +3%
BBA
148
BLB&B Advisors
Pennsylvania
$416K – – –
BBWP
149
Beacon Bridge Wealth Partners
Pennsylvania
$413K +$62.2K +444 +18%
BCM
150
Brookstone Capital Management
Illinois
$411K +$190K +1,293 +86%
4 5
6
7 8