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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
Creative Planning
26
Creative Planning
Kansas
$4.19M -$129K -1,110 -3%
Lido Advisors
27
Lido Advisors
California
$3.82M +$277K +2,381 +8%
ZIMP
28
Zimmermann Investment Management & Planning
Pennsylvania
$3.77M +$884K +7,608 +32%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.64M -$1.47M -12,626 -30%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.5M -$121K -1,041 -3%
CF
31
Centaurus Financial
California
$3.49M -$197K -1,697 -6%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$3.43M +$67.2K +578 +2%
Truist Financial
33
Truist Financial
North Carolina
$3.11M +$1.5M +12,883 +101%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.81M -$375K -3,229 -12%
BHB
35
Bank Hapoalim BM
Israel
$2.7M +$124K +1,063 +5%
SA
36
SFI Advisors
New Jersey
$2.6M +$12.4K +107 +0.5%
AFA
37
American Financial Advisors
Georgia
$2.33M -$59.8K -515 -3%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.29M -$405K -3,487 -16%
PSF
39
Pacific Sun Financial
California
$2.27M +$2.26M +19,411 New
MIH
40
Meitav Investment House
Israel
$2.11M +$46.5K +400 +2%
WI
41
WBI Investments
New Jersey
$2.05M +$381K +3,278 +24%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2M +$591K +5,091 +45%
CW
43
CreativeOne Wealth
Kansas
$1.99M -$240K -2,065 -11%
PA
44
Pinnacle Associates
New York
$1.96M -$26.1K -225 -1%
SWM
45
SeaCrest Wealth Management
New York
$1.86M +$170K +1,464 +11%
KAS
46
Kestra Advisory Services
Texas
$1.74M +$371K +3,191 +29%
CA
47
Cetera Advisors
Colorado
$1.7M +$1.05K +9 +0.1%
AWS
48
Atria Wealth Solutions
New York
$1.68M +$11.5K +99 +0.7%
PWM
49
Perigon Wealth Management
California
$1.68M -$46.9K -404 -3%
CI
50
Cavalier Investments
Georgia
$1.68M -$3.11M -26,806 -66%