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
RCA
151
Ranch Capital Advisors
Florida
$17K -$5.41K -61 -29%
APWA
152
Atlas Private Wealth Advisors
New Jersey
$17K
KPCM
153
Kings Point Capital Management
New York
$17K
William Blair & Company
154
William Blair & Company
Illinois
$15K +$1.33K +15 +10%
BC
155
Barnett & Company
Tennessee
$13K
GWM
156
Geneos Wealth Management
Colorado
$13K
WCAMG
157
Woodard & Company Asset Management Group
North Carolina
$13K
AWM
158
AllSquare Wealth Management
New York
$12K
OIA
159
Optimum Investment Advisors
Illinois
$11K -$25K -282 -68%
CFB
160
Cullen/Frost Bankers
Texas
$11K
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$10K -$62.1K -700 -86%
IA
162
IFP Advisors
Florida
$9K
SIAP
163
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
WP
164
WealthShield Partners
North Carolina
$9K
AF
165
Allworth Financial
California
$9K +$8.87K +100 New
CG
166
Cutler Group
California
$8K -$26.6K -300 -75%
IRC
167
Investors Research Corp
Georgia
$7K
PFS
168
Prospera Financial Services
Texas
$5K -$511K -5,755 -99%
VNA
169
Valley National Advisers
Pennsylvania
$5K
APWM
170
Atlas Private Wealth Management
New York
$5K +$4.97K +56 New
AWA
171
Arkadios Wealth Advisors
Georgia
$4.63K
S
172
SignatureFD
Georgia
$3K -$37.1K -418 -92%
WAS
173
Winch Advisory Services
Wisconsin
$3K
AA
174
Advisory Alpha
Michigan
$3K +$3.1K +35 New
IF
175
Ironwood Financial
Arizona
$3K +$3.1K +35 New

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.