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SPDR S&P Aerospace & Defense ETF
XAR

Overview Fund Activity

331 hedge funds and large institutions have $951M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 33 closing their positions.

Holders
331
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
44
Increased
115
Reduced
90
Closed
33
Calls
$2.41M
Puts
$84K
Net Calls
+$2.32M
Net Calls Change
-$519K

Top Buyers

1
HCMG
1
Howard Capital Management Group
California
$18.2M
2
DCM
2
DME Capital Management
New York
$17.9M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$12.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$43.6M
5
BWM
5
Buska Wealth Management
Wisconsin
$5.76M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.6M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$99K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.3M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$146M 1,037,600 +38,659 +4%
Bank of America
2
Bank of America
North Carolina
$111M 788,126 +32,597 +4%
Morgan Stanley
3
Morgan Stanley
New York
$99.6M 709,185 -651,529 -48%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$43.6M 310,319 +50,133 +19%
CA
5
Cumberland Advisors
Florida
$23.2M 165,419 -15,830 -9%
UBS Group
6
UBS Group
Switzerland
$23.1M 164,133 +23,405 +17%
Wells Fargo
7
Wells Fargo
California
$20.6M 146,762 -8,591 -6%
HCMG
8
Howard Capital Management Group
California
$18.2M 129,650 +129,650 New
DCM
9
DME Capital Management
New York
$17.9M 127,557 +127,557 New
Osaic Holdings
10
Osaic Holdings
Arizona
$17.9M 127,101 -19,238 -13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.9M 120,597 +17,730 +17%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$15.1M 107,530 -27,218 -20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13M 92,259 +6,382 +7%
Goldman Sachs
14
Goldman Sachs
New York
$12.5M 89,214 -20,978 -19%
GKWIM
15
Gerber Kawasaki Wealth & Investment Management
California
$12.5M 89,088 +19,759 +29%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$12.3M 87,630 +64,451 +278%
MML Investors Services
17
MML Investors Services
Massachusetts
$10.6M 75,760 +10,859 +17%
RJA
18
Raymond James & Associates
Florida
$10.3M 73,444 -9,807 -12%
Ameriprise
19
Ameriprise
Minnesota
$10.3M 72,818 +10,523 +17%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$10.3M 73,027 +9,244 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$9.8M 69,771 +9,250 +15%
CAN
22
Cetera Advisor Networks
California
$7.15M 50,862 +3,019 +6%
KWM
23
Kingsview Wealth Management
Oregon
$7.14M 50,800 +35,022 +222%
KDA
24
Kraft Davis & Associates
Missouri
$6.36M 53,846 -8,947 -14%
SWP
25
Strategic Wealth Partners
Ohio
$6.25M 44,463 -4,263 -9%
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