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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
Stifel Financial
26
Stifel Financial
Missouri
$8.34M +$1.7M +10,323 +26%
CA
27
CoreCap Advisors
Michigan
$7.55M +$257K +1,555 +4%
CFGS
28
Concourse Financial Group Securities
Alabama
$6.58M +$391K +2,371 +7%
Lido Advisors
29
Lido Advisors
California
$6.43M +$224K +1,358 +4%
OPPS
30
Obsidian Personal Planning Solutions
Maryland
$6.38M +$257K +1,559 +4%
BCM
31
Bourgeon Capital Management
Connecticut
$6.34M -$50.2K -304 -0.8%
FCA
32
FLC Capital Advisors
California
$6.03M +$1.49K +9 +0%
WAS
33
WESPAC Advisors SoCal
California
$5.4M +$3.27M +19,797 +155%
Corient Private Wealth
34
Corient Private Wealth
Florida
$4.94M +$70.3K +426 +1%
JP Morgan Chase
35
JP Morgan Chase
New York
$4.66M -$2.28M -13,791 -33%
Truist Financial
36
Truist Financial
North Carolina
$4.23M +$1.76M +10,672 +72%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.73M +$110K +664 +3%
PAG
38
Private Advisor Group
New Jersey
$3.62M +$432K +2,617 +14%
AWS
39
Atria Wealth Solutions
New York
$3.56M +$297K +1,799 +9%
Creative Planning
40
Creative Planning
Kansas
$3.52M -$220K -1,336 -6%
MIFH
41
Migdal Insurance & Financial Holdings
Israel
$3.51M -$670K -4,061 -16%
CF
42
Centaurus Financial
California
$3.48M +$74.3K +450 +2%
SA
43
SFI Advisors
New Jersey
$3.4M -$57.4K -348 -2%
IWM
44
IHT Wealth Management
Illinois
$3.35M +$329K +1,991 +11%
IAA
45
Independent Advisor Alliance
North Carolina
$3.15M +$3.13M +18,984 New
OC
46
Oppenheimer & Co
New York
$3.15M +$863K +5,231 +38%
PSF
47
Pacific Sun Financial
California
$3.1M +$17.3K +105 +0.6%
FIA
48
Foundations Investment Advisors
Arizona
$3.1M -$2.01M -12,163 -39%
PWM
49
Perigon Wealth Management
California
$3.06M -$209K -1,269 -7%
Brown Advisory
50
Brown Advisory
Maryland
$3.05M +$1.16K +7 +0%