We are live on ! Find out more
XAR icon

State Street SPDR S&P Aerospace & Defense ETF

346 hedge funds and large institutions have $942M invested in State Street SPDR S&P Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $140K

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

46% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 87

4% more funds holding

Funds holding: 334346 (+12)

0.73% less ownership

Funds ownership: 45.79%45.06% (-0.73%)

1% less capital invested

Capital invested by funds: $952M → $942M (-$10.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
346
Holders Change
+12
Holders Change %
+3.59%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
48
Increased
127
Reduced
87
Closed
28
Calls
$2.52M
Puts
$140K
Net Calls
+$2.38M
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
WJ Wealth Management
Arizona
$980K +$977K +7,000 New
MIM
102
Meixler Investment Management
Arizona
$962K +$609K +4,364 +174%
SF
103
Summit Financial
New Jersey
$947K +$415K +2,977 +79%
RIA
104
Realta Investment Advisors
Delaware
$928K -$98.5K -706 -10%
BW
105
Bison Wealth
Georgia
$857K
FIA
106
Foundations Investment Advisors
Arizona
$837K -$65.2K -467 -7%
FP
107
FFG Partners
Florida
$824K -$86.6K -621 -10%
SWM
108
Stapp Wealth Management
Washington
$808K +$32.9K +236 +4%
RWA
109
Redhawk Wealth Advisors
Minnesota
$795K -$4.88K -35 -0.6%
SWM
110
Spire Wealth Management
Virginia
$792K +$186K +1,330 +31%
FA
111
Flagstar Advisors
New York
$782K +$49.7K +356 +7%
WAM
112
Worth Asset Management
Texas
$734K +$15.3K +110 +2%
PWS
113
Private Wealth Strategies
Ohio
$708K +$698 +5 +0.1%
Vontobel Holding
114
Vontobel Holding
Switzerland
$700K
RRCM
115
Rappaport Reiches Capital Management
Illinois
$694K +$74.8K +536 +12%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$664K +$139K +995 +27%
BEAM
117
Baker Ellis Asset Management
Washington
$654K +$345K +2,470 +112%
RTL
118
Red Tortoise LLC
Georgia
$638K +$837 +6 +0.1%
CCFM
119
Clear Creek Financial Management
Washington
$616K +$5.02K +36 +0.8%
FHA
120
First Horizon Advisors
Tennessee
$582K
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$569K -$34.3K -246 -6%
IA
122
IFG Advisory
Georgia
$568K +$566K +4,054 New
FA
123
Fortis Advisors
Pennsylvania
$556K +$5.02K +36 +0.9%
NS
124
NBC Securities
Alabama
$552K -$14.1K -101 -2%
BWP
125
Balboa Wealth Partners
Arizona
$543K -$9.07K -65 -2%