State Street SPDR S&P Aerospace & Defense ETF
262 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, 84 increasing their positions, 75 reducing their positions, and 28 closing their positions.
97% more capital inflows, than outflows
Capital inflows: $76M | Capital outflows: $38.6M
18% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 28
12% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 75
1.59% more ownership
Funds ownership: 38.3% → 39.9% (+1.6%)
1% more funds holding
Funds holding: 260 → 262 (+2)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.1M |
| 3 |
Connectus Wealth
Cincinnati,
Ohio
|
+$6.09M |
| 4 |
Morgan Stanley
New York
|
+$4.7M |
| 5 |
Heirloom Wealth Management
Greenwood Village,
Colorado
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.93M |
| 2 |
One Plus One Wealth Management
Jupiter,
Florida
|
-$7.05M |
| 3 |
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.99M |
| 4 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$1.18M |
| 5 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$1.1M |
XAR Hedge Fund Activity: Q3 2023 in Review
262 of the 6,316 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 84 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.
- 262 institutional investors held State Street SPDR S&P Aerospace & Defense ETF (XAR) as of Q3 2023, up from 260 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.