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State Street SPDR S&P Aerospace & Defense ETF

181 hedge funds and large institutions have $887M invested in State Street SPDR S&P Aerospace & Defense ETF in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

111% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $613K

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

18% more capital invested

Capital invested by funds: $749M → $887M (+$138M)

13% more funds holding

Funds holding: 160181 (+21)

0.7% more ownership

Funds ownership: 56.11%56.81% (+0.7%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
181
Holders Change
+21
Holders Change %
+13.13%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
34
Increased
64
Reduced
50
Closed
11
Calls
$1.29M
Puts
$613K
Net Calls
+$681K
Net Calls Change
-$642K
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
126
Parisi Gray Wealth Management
New Jersey
$222K -$1.17K -12 -0.6%
Mariner
127
Mariner
Kansas
$219K +$206K +2,107 New
PS
128
Portfolio Strategies
New York
$213K +$200K +2,051 New
GG
129
Gofen & Glossberg
Illinois
$208K +$196K +2,004 New
BAM
130
Belpointe Asset Management
Nevada
$188K +$177K +1,810 New
Victory Capital Management
131
Victory Capital Management
Texas
$177K
SMFS
132
Squar Milner Financial Services
California
$145K
AC
133
Avestar Capital
New York
$129K
KTC
134
Kistler-Tiffany Companies
Pennsylvania
$126K
US Bancorp
135
US Bancorp
Minnesota
$101K +$2.54K +26 +3%
SSB
136
Sandy Spring Bank
Maryland
$95K
HPC
137
HM Payson & Co
Maine
$95K +$89.1K +913 New
QAM
138
Q3 Asset Management
Michigan
$80K +$228K +2,335 New
CAC
139
Certified Advisory Corp
Florida
$65K
EWA
140
Evolution Wealth Advisors
Florida
$55K -$7.32K -75 -13%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$52K
WAS
142
Winch Advisory Services
Wisconsin
$51K +$98 +1 +0.2%
CG
143
Cutler Group
California
$51K +$39K +399 +399%
GFPC
144
Global Financial Private Capital
Florida
$50K +$47.4K +485 New
SPIA
145
Steward Partners Investment Advisory
New York
$47K +$44.2K +453 New
BWM
146
Baystate Wealth Management
Massachusetts
$45K +$98 +1 +0.2%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$44K +$41K +420 New
TF
148
Tompkins Financial
New York
$40K
GWM
149
Geneos Wealth Management
Colorado
$39K
PCM
150
Princeton Capital Management
New Jersey
$34K