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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
SPIA
151
Steward Partners Investment Advisory
New York
$97K +$21.1K +177 +27%
CA
152
Clearstead Advisors
Ohio
$90K
AIC
153
Ayalon Insurance Company
Israel
$73K
GFPC
154
Global Financial Private Client
Florida
$71.6K
CIA
155
Choate Investment Advisors
Massachusetts
$68K +$8.92K +75 +15%
TSWM
156
Tyler-Stone Wealth Management
Ohio
$65K +$66.3K +557 New
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$64K +$65.7K +552 New
HPC
158
HM Payson & Co
Maine
$61K
IA
159
IFP Advisors
Florida
$61K +$49.7K +418 +418%
CFA
160
Carroll Financial Associates
North Carolina
$60K
Franklin Resources
161
Franklin Resources
California
$58K
AA
162
Ancora Advisors
Ohio
$58K +$59.5K +500 New
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$57.1K
GWANC
164
Guardian Wealth Advisors (North Carolina)
North Carolina
$54K +$54.7K +460 New
CA
165
CoreCap Advisors
Michigan
$54K +$54.8K +461 New
BWM
166
Baystate Wealth Management
Massachusetts
$51K
BAM
167
Bellevue Asset Management
Washington
$51K
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$47K -$57K -479 -55%
IPW
169
IronBridge Private Wealth
Texas
$46K +$47K +395 New
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$45K +$46.4K +390 New
ACA
171
Aptus Capital Advisors
Alabama
$42K -$6.54K -55 -13%
FWP
172
FAS Wealth Partners
Kansas
$37K
US Bancorp
173
US Bancorp
Minnesota
$34K
CPA
174
Cardiff Park Advisors
California
$30K +$30.9K +260 New
AWM
175
Accel Wealth Management
Iowa
$29K