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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
PGFC
101
Peapack-Gladstone Financial Corp
New Jersey
$444K
Kovitz Investment Group Partners
102
Kovitz Investment Group Partners
Illinois
$439K -$38.1K -328 -8%
FFN
103
Focus Financial Network
Minnesota
$432K +$413K +3,554 New
FA
104
Fortis Advisors
Pennsylvania
$430K +$465 +4 +0.1%
CRC
105
Curi RMB Capital
Illinois
$426K
FAM
106
Formidable Asset Management
Ohio
$425K
MSAM
107
Moloney Securities Asset Management
Missouri
$411K -$74.1K -638 -16%
OC
108
Oppenheimer & Co
New York
$406K +$3.25K +28 +0.8%
UID
109
Union Investments & Development
Israel
$391K
9WM
110
9258 Wealth Management
Ohio
$371K -$17.4K -150 -5%
CCM
111
Crabel Capital Management
California
$368K +$352K +3,030 New
BBA
112
BLB&B Advisors
Pennsylvania
$361K
CWM
113
Cornerstone Wealth Management
Missouri
$357K -$271K -2,331 -44%
ASN
114
Advisory Services Network
Georgia
$357K +$9.29K +80 +3%
GPA
115
Guerra Pan Advisors
New Jersey
$348K
IFG
116
Independent Financial Group
California
$346K +$31.8K +274 +11%
Citigroup
117
Citigroup
New York
$339K -$53K -456 -14%
FAIM
118
Financial Advocates Investment Management
Washington
$333K +$25.2K +217 +9%
MWM
119
Meridian Wealth Management
Kentucky
$331K
WA
120
WBH Advisory
Maryland
$327K +$1.74K +15 +0.6%
IWC
121
Integrated Wealth Concepts
Massachusetts
$315K -$36.6K -315 -11%
HAS
122
HBW Advisory Services
California
$315K -$1.55M -13,332 -32%
CS
123
Comerica Securities
Michigan
$313K +$11.6K +100 +4%
MTIC
124
Missouri Trust & Investment Company
Missouri
$312K +$11.6K +100 +4%
ES
125
ETF Store
Kansas
$309K +$293K +2,522 New