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State Street SPDR S&P Aerospace & Defense ETF

370 hedge funds and large institutions have $1.16B invested in State Street SPDR S&P Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 143 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $746K

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

64% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 87

16% more capital invested

Capital invested by funds: $994M → $1.16B (+$162M)

7% more funds holding

Funds holding: 345370 (+25)

1.82% more ownership

Funds ownership: 41.96%43.78% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
370
Holders Change
+25
Holders Change %
+7.25%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
56
Increased
143
Reduced
87
Closed
24
Calls
$3.65M
Puts
$746K
Net Calls
+$2.9M
Net Calls Change
-$795K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
WJ Wealth Management
Arizona
$1.01M -$149K -900 -13%
SWM
102
Stapp Wealth Management
Washington
$986K +$31.5K +191 +3%
CRC
103
Curi RMB Capital
Illinois
$981K +$398K +2,414 +69%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$981K +$361K +2,185 +59%
RRCM
105
Rappaport Reiches Capital Management
Illinois
$955K +$102K +619 +12%
FP
106
FFG Partners
Florida
$912K -$72.4K -439 -7%
SAM
107
Strategy Asset Managers
California
$912K +$41.4K +251 +5%
RA
108
RoundAngle Advisors
New Jersey
$907K +$902K +5,467 New
CWP
109
Cyndeo Wealth Partners
Florida
$873K +$53.1K +322 +7%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$872K +$32.7K +198 +4%
MFG
111
Merit Financial Group
Georgia
$871K +$867K +5,255 New
Kovitz Investment Group Partners
112
Kovitz Investment Group Partners
Illinois
$860K +$41.6K +252 +5%
WAM
113
Worth Asset Management
Texas
$859K -$12.4K -75 -1%
SWM
114
Spire Wealth Management
Virginia
$857K -$8.09K -49 -0.9%
PFS
115
Prospera Financial Services
Texas
$835K +$830K +5,032 New
BEI
116
Benjamin Edwards Inc
Missouri
$831K +$597K +3,621 +260%
SIG
117
Spinnaker Investment Group
California
$816K +$266K +1,613 +49%
GRP
118
Global Retirement Partners
California
$806K +$316K +1,913 +65%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$803K +$14.7K +89 +2%
RTL
120
Red Tortoise LLC
Georgia
$760K +$2.48K +15 +0.3%
WA
121
WBH Advisory
Maryland
$753K -$20.6K -125 -3%
BEAM
122
Baker Ellis Asset Management
Washington
$743K -$33K -200 -4%
AFA
123
Atlas Financial Advisors
California
$689K +$95.9K +581 +16%
MWM
124
Maridea Wealth Management
New York
$686K +$682K +4,136 New
IA
125
IFG Advisory
Georgia
$660K +$657K +3,982 New