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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
WCAMG
176
Woodard & Company Asset Management Group
North Carolina
$17K – – –
AWM
177
AllSquare Wealth Management
New York
$16K – – –
OIA
178
Optimum Investment Advisors
Illinois
$14K -$1.22K -12 -9%
CFB
179
Cullen/Frost Bankers
Texas
$14K – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$13K – – –
MCM
181
McMillion Capital Management
North Carolina
$12K +$10.7K +106 New
PA
182
Parallel Advisors
California
$11K -$50.7K -500 -83%
AF
183
Allworth Financial
California
$11K – – –
IA
184
IFP Advisors
Florida
$11K – – –
SIAP
185
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K – – –
BWA
186
BDO Wealth Advisors
Florida
$10K +$8.41K +83 New
IRC
187
Investors Research Corp
Georgia
$9K – – –
VNA
188
Valley National Advisers
Pennsylvania
$6K – – –
IA
189
Inspire Advisors
Idaho
$6K +$5.17K +51 New
IF
190
Ironwood Financial
Arizona
$4K – – –
CIAS
191
Capital Investment Advisory Services
North Carolina
$4K +$3.65K +36 New
RMC
192
Resources Management Corp
Connecticut
$4K +$3.75K +37 New
S
193
SignatureFD
Georgia
$3K -$912 -9 -25%
MIM
194
Macroview Investment Management
Maryland
$3K – – –
WAS
195
Winch Advisory Services
Wisconsin
$3K – – –
DWMG
196
DB Wealth Management Group
California
$2K +$1.42K +14 New
MCC
197
Money Concepts Capital
Florida
$2K +$1.62K +16 New
LDFR
198
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
SL
199
Savior LLC
Massachusetts
$1K – – –
WFA
200
WestHill Financial Advisors
California
$1K +$811 +8 New
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.