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SPDR S&P Aerospace & Defense ETF

328 hedge funds and large institutions have $975M invested in SPDR S&P Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 108 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+70
Holders Change %
+27.13%
% of All Funds
4.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
92
Increased
108
Reduced
73
Closed
17
Calls
$3.11M
Puts
$271K
Net Calls
+$2.84M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
151
Capital Investment Advisory Services
North Carolina
$400K +$400K +2,956 New
Kovitz Investment Group Partners
152
Kovitz Investment Group Partners
Illinois
$398K -$21K -155 -5%
ASN
153
Advisory Services Network
Georgia
$397K +$17.9K +132 +5%
MWM
154
Meridian Wealth Management
Kentucky
$397K +$26.4K +195 +7%
LTI
155
Laffer Tengler Investments
Tennessee
$394K -$89.9K -664 -19%
CIS
156
Custom Index Systems
New York
$392K +$392K +2,892 New
GPA
157
Guerra Pan Advisors
New Jersey
$388K +$135 +1 +0%
CWM
158
Cornerstone Wealth Management
Missouri
$384K -$86.8K -641 -18%
IWN
159
Independent Wealth Network
Iowa
$383K +$383K +2,831 New
SFC
160
Strategic Financial Concepts
Texas
$379K +$54.4K +402 +17%
OWM
161
OneAscent Wealth Management
Alabama
$372K +$372K +2,748 New
PTC
162
Private Trust Company
Ohio
$367K +$39.7K +293 +12%
MCWS
163
McKinley Carter Wealth Services
West Virginia
$365K +$65.1K +481 +22%
JWCA
164
J.W. Cole Advisors
Florida
$365K +$33K +244 +10%
Citigroup
165
Citigroup
New York
$364K -$13.5K -100 -4%
CAM
166
Creekmur Asset Management
Illinois
$359K +$359K +2,648 New
BBWP
167
Beacon Bridge Wealth Partners
Pennsylvania
$350K +$350K +2,583 New
MTIC
168
Missouri Trust & Investment Company
Missouri
$348K +$348K +2,570 New
JPLA
169
Joseph P. Lucia & Associates
New York
$347K +$19.1K +141 +6%
MA
170
Mutual Advisors
Nebraska
$342K +$36.3K +268 +12%
Luther King Capital Management (LKCM)
171
Luther King Capital Management (LKCM)
Texas
$339K -$280K
KIA
172
KCM Investment Advisors
California
$335K
TPSF
173
Texas Permanent School Fund
Texas
$328K
CAL
174
Capital Analysts LLC
Pennsylvania
$324K +$212K +1,567 +190%
PFP
175
Paragon Financial Partners
California
$322K +$813 +6 +0.3%