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State Street SPDR S&P Aerospace & Defense ETF

259 hedge funds and large institutions have $586M invested in State Street SPDR S&P Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

606% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $316K

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

9% more capital invested

Capital invested by funds: $538M → $586M (+$47.6M)

2% more funds holding

Funds holding: 253259 (+6)

1.56% more ownership

Funds ownership: 36.73%38.29% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

13% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 87

Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
4.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
76
Reduced
87
Closed
22
Calls
$2.23M
Puts
$316K
Net Calls
+$1.91M
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
201
CoreFirst Bank & Trust
Kansas
$68.7K +$65.6K +565 New
TSWM
202
Tyler-Stone Wealth Management
Ohio
$68K +$65.2K +561 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$67K -$6.97K -60 -10%
CIA
204
Choate Investment Advisors
Massachusetts
$59.1K -$29.3K -252 -34%
GFPC
205
Global Financial Private Client
Florida
$59K -$9.29K -80 -14%
HNB
206
Huntington National Bank
Ohio
$55.9K
BWM
207
Baystate Wealth Management
Massachusetts
$53.9K
ST
208
Smithfield Trust
Pennsylvania
$52K
PA
209
Parallel Advisors
California
$49.1K
HPC
210
HM Payson & Co
Maine
$45.2K
AA
211
Addison Advisors
Vermont
$40.1K +$19.2K +165 +100%
FWP
212
FAS Wealth Partners
Kansas
$38.9K
GWSG
213
GPS Wealth Strategies Group
Colorado
$38.8K
RA
214
Rise Advisors
New York
$36.7K
CG
215
Cutler Group
California
$36K
IGWM
216
ICA Group Wealth Management
Colorado
$35.2K -$27.3K -235 -45%
HI
217
Harbour Investments
Wisconsin
$33.4K -$200K -1,719 -86%
BAM
218
Bellevue Asset Management
Washington
$32.3K
FFA
219
Fairfield Financial Advisors
Massachusetts
$31.9K +$116 +1 +0.4%
TWC
220
TD Waterhouse Canada
Ontario, Canada
$30.7K
BFO
221
Biltmore Family Office
North Carolina
$30.4K
CFO
222
CVA Family Office
Colorado
$30.4K
TFGT
223
TS Financial Group (TSFG)
Illinois
$29K
ZB
224
Zions Bancorporation
Utah
$27.7K
RCM
225
Raleigh Capital Management
North Carolina
$26.2K