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State Street SPDR S&P Aerospace & Defense ETF
XAR

202 hedge funds and large institutions have $468M invested in State Street SPDR S&P Aerospace & Defense ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 35 increasing their positions, 85 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $447K

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $375M → $468M (+$92.2M)

10% more funds holding

Funds holding: 183 → 202 (+19)

1.54% more ownership

Funds ownership: 35.2% → 36.75% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

59% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 85

Holders
202
Holders Change
+19
Holders Change %
+10.38%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
35
Reduced
85
Closed
15
Calls
$1.81M
Puts
$447K
Net Calls
+$1.37M
Net Calls Change
+$17K

Top Buyers

1
Barclays
Barclays
United Kingdom
+$10.1M
2
BCI
Brinker Capital Investments
Pennsylvania
+$2.74M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.59M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.24M
5
KAS
Kestra Advisory Services
Texas
+$1.07M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$21.2M
2
JCM
Janney Capital Management
Pennsylvania
-$11.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.3M
4
Ameriprise
Ameriprise
Minnesota
-$4.11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$66K – – –
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$64K +$13.8K +136 +32%
NFSG
153
Newbridge Financial Services Group
Florida
$63K -$16.8K -166 -23%
CTC
154
Central Trust Company
Missouri
$57K -$5.07K -50 -9%
Franklin Resources
155
Franklin Resources
California
$57K – – –
ACA
156
Aptus Capital Advisors
Alabama
$53K -$4.66K -46 -9%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$52K – – –
BWM
158
Baystate Wealth Management
Massachusetts
$50K – – –
BAM
159
Bellevue Asset Management
Washington
$48K – – –
BBHC
160
Brown Brothers Harriman & Co
New York
$46K +$40.5K +400 New
CIA
161
Choate Investment Advisors
Massachusetts
$44K – – –
AWA
162
Arkadios Wealth Advisors
Georgia
$41K +$31.3K +309 +618%
FWP
163
FAS Wealth Partners
Kansas
$36K +$101 +1 +0.3%
D
164
Diversified
Delaware
$35K +$40.6K +401 New
US Bancorp
165
US Bancorp
Minnesota
$33K – – –
GWM
166
Geneos Wealth Management
Colorado
$31K +$9.43K +93 +59%
AWM
167
Accel Wealth Management
Iowa
$28K +$25.1K +248 New
TFGT
168
TS Financial Group (TSFG)
Illinois
$27K – – –
ZB
169
Zions Bancorporation
Utah
$26K – – –
APWA
170
Atlas Private Wealth Advisors
New Jersey
$23K – – –
KPCM
171
Kings Point Capital Management
New York
$23K – – –
RCA
172
Ranch Capital Advisors
Florida
$23K +$5.17K +51 +34%
Deutsche Bank
173
Deutsche Bank
Germany
$19K -$109K -1,072 -86%
William Blair & Company
174
William Blair & Company
Illinois
$17K -$1.62K -16 -10%
BC
175
Barnett & Company
Tennessee
$17K – – –
5 6
7
8 9

XAR Hedge Fund Activity: Q4 2020 in Review

202 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q4 2020, worth a combined $468M — up 25% from $375M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XAR positions and 15 closed out — a net gain of 23 holders — while 35 added to existing stakes and 85 trimmed.

The largest buyer was Barclays, adding an estimated $10.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $21.2M.

  • 202 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q4 2020, up from 183 in Q3 2020.
  • Funds reported $468M of State Street SPDR S&P Aerospace & Defense ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 38 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q4 2020 and 15 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q4 2020 was Barclays, an estimated $10.1M added.
  • The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2020.