State Street SPDR S&P Aerospace & Defense ETF
261 hedge funds and large institutions have $577M invested in State Street SPDR S&P Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 28 closing their positions.
18% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 28
13% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 75
1.6% more ownership
Funds ownership: 38.29% → 39.89% (+1.6%)
1% more funds holding
Funds holding: 259 → 261 (+2)
1% less capital invested
Capital invested by funds: $586M → $577M (-$8.55M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$12M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.1M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$6.09M |
| 4 |
Morgan Stanley
New York
|
+$4.7M |
| 5 |
HWM
Heirloom Wealth Management
Greenwood Village,
Colorado
|
+$4.37M |
Top Sellers
XAR Hedge Fund Activity: Q3 2023 in Review
261 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Aerospace & Defense ETF (XAR) for Q3 2023, worth a combined $577M — down 1.5% from $586M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new XAR positions and 28 closed out — a net gain of 5 holders — while 85 added to existing stakes and 75 trimmed.
The largest buyer was LPL Financial, adding an estimated $12M. The largest seller was PNC Financial Services Group, cutting an estimated $7.93M.
- 261 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q3 2023, up from 259 in Q2 2023.
- Funds reported $577M of State Street SPDR S&P Aerospace & Defense ETF stock for Q3 2023, down 1.5% quarter-over-quarter.
- 33 funds opened new State Street SPDR S&P Aerospace & Defense ETF positions in Q3 2023 and 28 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P Aerospace & Defense ETF buyer in Q3 2023 was LPL Financial, an estimated $12M added.
- The largest State Street SPDR S&P Aerospace & Defense ETF seller in Q3 2023 was PNC Financial Services Group, an estimated $7.93M sold.
Based on aggregated 13F filings for Q3 2023.