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State Street SPDR S&P Aerospace & Defense ETF

213 hedge funds and large institutions have $348M invested in State Street SPDR S&P Aerospace & Defense ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

7% more funds holding

Funds holding: 199213 (+14)

1.45% more ownership

Funds ownership: 29.89%31.34% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $364M → $348M (-$15.9M)

29% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 72

Holders
213
Holders Change
+14
Holders Change %
+7.04%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
51
Reduced
72
Closed
18
Calls
$431K
Puts
Net Calls
+$431K
Net Calls Change
+$705K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
PFG Advisors
Arizona
$1.17M -$479K -4,025 -29%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.1M -$204K -1,715 -15%
RIA
53
Realta Investment Advisors
Delaware
$979K -$44.3K -372 -4%
Truist Financial
54
Truist Financial
North Carolina
$959K -$155K -1,303 -14%
EH
55
Equitable Holdings
New York
$909K +$252K +2,116 +37%
PAG
56
Private Advisor Group
New Jersey
$903K -$72.1K -606 -7%
SWAG
57
Spectrum Wealth Advisory Group
California
$902K -$25.9K -218 -3%
Goldman Sachs
58
Goldman Sachs
New York
$874K -$1.26M -10,591 -59%
MIFH
59
Migdal Insurance & Financial Holdings
Israel
$836K +$799K +6,719 +1,391%
PWS
60
Private Wealth Strategies
Ohio
$781K -$58.7K -493 -7%
LWP
61
Legacy Wealth Planning
Nevada
$751K
Creative Planning
62
Creative Planning
Kansas
$748K -$94.2K -792 -11%
MFG
63
Magnus Financial Group
New York
$742K +$8.33K +70 +1%
Vontobel Holding
64
Vontobel Holding
Switzerland
$699K
SWP
65
Stratos Wealth Partners
Ohio
$677K +$103K +862 +17%
SG
66
StoneX Group
New York
$673K -$150K -1,257 -18%
FAIM
67
Financial Advocates Investment Management
Washington
$654K -$823K -6,915 -55%
CFGS
68
Concourse Financial Group Securities
Alabama
$616K -$15.1K -127 -2%
WA
69
Wambolt & Associates
Colorado
$598K
USCWA
70
U.S. Capital Wealth Advisors
Texas
$588K +$2.74K +23 +0.5%
KAS
71
Kestra Advisory Services
Texas
$586K -$997K -8,377 -62%
SFA
72
Sequoia Financial Advisors
Ohio
$586K +$599K +5,035 New
JPLA
73
Joseph P. Lucia & Associates
New York
$581K
AAS
74
Ameritas Advisory Services
Nebraska
$561K +$573K +4,818 New
AWM
75
Ameliora Wealth Management
Switzerland
$530K +$595K +5,000 New