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State Street SPDR S&P Aerospace & Defense ETF

368 hedge funds and large institutions have $1.15B invested in State Street SPDR S&P Aerospace & Defense ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 130 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

697% more call options, than puts

Call options by funds: $4.87M | Put options by funds: $611K

37% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 95

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

1.31% more ownership

Funds ownership: 43.78%45.09% (+1.3%)

0% less capital invested

Capital invested by funds: $1.16B → $1.15B (-$1.92M)

1% less funds holding

Funds holding: 370368 (-2)

Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
130
Reduced
95
Closed
34
Calls
$4.87M
Puts
$611K
Net Calls
+$4.26M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$8.1M +$14.3K +85 +0.2%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$7.46M -$7.36M -43,810 -49%
JP Morgan Chase
28
JP Morgan Chase
New York
$6.94M +$2.53M +15,065 +54%
OPPS
29
Obsidian Personal Planning Solutions
Maryland
$6.93M +$701K +4,170 +11%
Lido Advisors
30
Lido Advisors
California
$6.33M +$97.7K +581 +1%
BCM
31
Bourgeon Capital Management
Connecticut
$6.1M -$49.6K -295 -0.8%
FCA
32
FLC Capital Advisors
California
$5.9M +$56.3K +335 +0.9%
WAS
33
WESPAC Advisors SoCal
California
$5.7M +$486K +2,891 +9%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$5.23M +$1.7M +10,101 +45%
Corient Private Wealth
35
Corient Private Wealth
Florida
$4.63M -$162K -961 -3%
AWS
36
Atria Wealth Solutions
New York
$4.09M +$675K +4,014 +19%
Truist Financial
37
Truist Financial
North Carolina
$3.95M -$166K -988 -4%
Creative Planning
38
Creative Planning
Kansas
$3.59M +$189K +1,126 +5%
PAG
39
Private Advisor Group
New Jersey
$3.48M -$35.6K -212 -1%
ARC
40
Advisor Resource Council
Texas
$3.29M +$3.44M +20,469 New
SA
41
SFI Advisors
New Jersey
$3.23M -$68.4K -407 -2%
IWM
42
IHT Wealth Management
Illinois
$3.16M -$99.2K -590 -3%
Mariner
43
Mariner
Kansas
$3.07M +$126K +751 +4%
PSF
44
Pacific Sun Financial
California
$2.98M -$22.7K -135 -0.7%
Jane Street
45
Jane Street
New York
$2.95M +$280K +1,667 +10%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$2.93M +$1.29M +7,646 +72%
KAS
47
Kestra Advisory Services
Texas
$2.92M +$149K +886 +5%
PWM
48
Perigon Wealth Management
California
$2.88M +$18.7K +111 +0.6%
PA
49
Pinnacle Associates
New York
$2.79M -$12.6K -75 -0.4%
Brown Advisory
50
Brown Advisory
Maryland
$2.73M -$238K -1,417 -8%