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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
CWM
101
Comprehensive Wealth Management
Washington
$331K +$70.9K +596 +27%
MCWS
102
McKinley Carter Wealth Services
West Virginia
$330K -$30.9K -260 -8%
MWM
103
Meridian Wealth Management
Kentucky
$317K
AWM
104
Accurate Wealth Management
Florida
$309K -$12.6K -106 -4%
MCA
105
Millennium Capital Advisors
Arkansas
$309K +$315K +2,650 New
IWC
106
Integrated Wealth Concepts
Massachusetts
$307K -$15.6K -131 -5%
ASN
107
Advisory Services Network
Georgia
$305K +$8.45K +71 +3%
AWM
108
AE Wealth Management
Kansas
$302K -$21.7K -182 -7%
GKWIM
109
Gerber Kawasaki Wealth & Investment Management
California
$301K +$45.8K +385 +17%
ISWM
110
Independent Solutions Wealth Management
New York
$292K
Luther King Capital Management (LKCM)
111
Luther King Capital Management (LKCM)
Texas
$291K
KIA
112
KCM Investment Advisors
California
$288K
MFP
113
Meridian Financial Partners
Virginia
$288K
OLA
114
Oliver Luxxe Assets
New Jersey
$283K -$17.8K -150 -6%
GEA
115
Glen Eagle Advisors
New Jersey
$273K
CIA
116
Capital Investment Advisors
Georgia
$261K -$6.54K -55 -2%
BAM
117
Belpointe Asset Management
Nevada
$253K -$2.26K -19 -0.9%
KIA
118
Kraematon Investment Advisors
Massachusetts
$242K +$248K +2,081 New
BBA
119
BLB&B Advisors
Pennsylvania
$236K
Bank of New York Mellon
120
Bank of New York Mellon
New York
$233K -$20.7K -174 -8%
GG
121
Gofen & Glossberg
Illinois
$233K
VFM
122
Vivid Financial Management
California
$228K +$1.55K +13 +0.7%
PWA
123
PCG Wealth Advisors
Kansas
$227K +$234K +1,964 New
PWP
124
Principle Wealth Partners
Connecticut
$226K -$11.9K -100 -5%
AWA
125
Arete Wealth Advisors
Illinois
$226K +$1.31K +11 +0.6%