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State Street SPDR S&P Aerospace & Defense ETF

259 hedge funds and large institutions have $586M invested in State Street SPDR S&P Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

606% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $316K

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $538M → $586M (+$47.6M)

2% more funds holding

Funds holding: 253259 (+6)

1.56% more ownership

Funds ownership: 36.73%38.29% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

13% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 87

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
4.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
76
Reduced
87
Closed
22
Calls
$2.23M
Puts
$316K
Net Calls
+$1.91M
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
251
Creative Financial Designs
Indiana
$6.1K -$2.04M -17,546 -100%
CB
252
Centennial Bank
Arkansas
$6.01K +$5.81K +50 New
RWPA
253
Richard W. Paul & Associates
Michigan
$4.98K
TFA
254
Toth Financial Advisory
Virginia
$4.86K +$4.65K +40 New
OIA
255
Optimum Investment Advisors
Illinois
$4.86K
PFBT
256
Parkside Financial Bank & Trust
Missouri
$4.74K
AIP
257
Ameritas Investment Partners
Nebraska
$3.65K
BBHC
258
Brown Brothers Harriman & Co
New York
$3.65K
FP
259
Financial Perspectives
Minnesota
$3.16K
EWA
260
EverSource Wealth Advisors
Alabama
$2.43K
OP
261
ORG Partners
Indiana
$1.82K +$1.74K +15 New
QAM
262
Q3 Asset Management
Michigan
-$4.78M -40,895 Closed
HWM
263
Heirloom Wealth Management
Colorado
-$4.76M -40,710 Closed
MCC
264
Money Concepts Capital
Florida
-$135K -14,220 Closed
TFA
265
Teamwork Financial Advisors
Texas
-$1.16M -9,924 Closed
KF
266
Krilogy Financial
Missouri
-$592K -5,061 Closed
IA
267
IFG Advisory
Georgia
-$579K -4,953 Closed
1832 Asset Management
268
1832 Asset Management
Ontario, Canada
-$474K -4,057 Closed
SAM
269
Secure Asset Management
Michigan
-$400K -3,425 Closed
SPC
270
Sigma Planning Corp
Michigan
-$345K -2,949 Closed
SS
271
Simplicity Solutions
Minnesota
-$343K -2,934 Closed
SFS
272
Sowell Financial Services
Arkansas
-$311K -2,662 Closed
BAM
273
Belpointe Asset Management
Nevada
-$283K -2,417 Closed
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
-$282K -2,414 Closed
PWP
275
Principle Wealth Partners
Connecticut
-$241K -2,064 Closed