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State Street SPDR S&P Aerospace & Defense ETF

370 hedge funds and large institutions have $1.16B invested in State Street SPDR S&P Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 143 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $746K

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

64% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 87

16% more capital invested

Capital invested by funds: $994M → $1.16B (+$162M)

7% more funds holding

Funds holding: 345370 (+25)

1.82% more ownership

Funds ownership: 41.96%43.78% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
370
Holders Change
+25
Holders Change %
+7.25%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
56
Increased
143
Reduced
87
Closed
24
Calls
$3.65M
Puts
$746K
Net Calls
+$2.9M
Net Calls Change
-$795K
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$255K
MWM
227
Mascoma Wealth Management
New Hampshire
$252K
JPLA
228
Joseph P. Lucia & Associates
New York
$250K -$52.8K -320 -18%
PTC
229
Private Trust Company
Ohio
$249K -$149K -905 -38%
SFA
230
Sequoia Financial Advisors
Ohio
$248K +$660 +4 +0.3%
PWA
231
PCG Wealth Advisors
Kansas
$247K
AWA
232
Arete Wealth Advisors
Illinois
$247K -$13.2K -80 -5%
EWA
233
EP Wealth Advisors
California
$246K +$5.28K +32 +2%
KIA
234
Kraematon Investment Advisors
Massachusetts
$245K +$330 +2 +0.1%
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$243K
EW
236
Evoke Wealth
California
$240K
SA
237
Scarborough Advisors
Maryland
$239K -$2.77M -16,798 -92%
ASBI
238
American State Bank (Iowa)
Iowa
$238K
ICM
239
IMS Capital Management
Oregon
$238K +$330 +2 +0.1%
JCM
240
J2 Capital Management
Michigan
$237K +$236K +1,431 New
PFG
241
Prosperity Financial Group
California
$236K -$330 -2 -0.1%
PWMAG
242
Pinnacle Wealth Management Advisory Group
New Jersey
$234K +$22.3K +135 +11%
HAG
243
HF Advisory Group
Maryland
$230K -$8.91K -54 -4%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$229K +$228K +1,382 New
SLC
245
Second Line Capital
Louisiana
$229K -$18.8K -114 -8%
SFP
246
Shepherd Financial Partners
Massachusetts
$229K
OIA
247
Optimum Investment Advisors
Illinois
$223K +$33K +200 +17%
USCWA
248
U.S. Capital Wealth Advisors
Texas
$222K
HAS
249
HBW Advisory Services
California
$219K +$133K +806 +157%
TWC
250
TD Waterhouse Canada
Ontario, Canada
$218K