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State Street SPDR S&P Aerospace & Defense ETF

346 hedge funds and large institutions have $942M invested in State Street SPDR S&P Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $140K

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

46% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 87

4% more funds holding

Funds holding: 334346 (+12)

0.73% less ownership

Funds ownership: 45.79%45.06% (-0.73%)

1% less capital invested

Capital invested by funds: $952M → $942M (-$10.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
346
Holders Change
+12
Holders Change %
+3.59%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
48
Increased
127
Reduced
87
Closed
28
Calls
$2.52M
Puts
$140K
Net Calls
+$2.38M
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
201
Obermeyer Wealth Partners
Colorado
$264K
EWA
202
Evolution Wealth Advisors
Florida
$264K +$19.5K +140 +8%
I
203
INVST
Indiana
$262K +$262K +1,881 New
FAIM
204
Financial Advocates Investment Management
Washington
$260K +$4.33K +31 +2%
TCOT
205
Trust Company of Toledo
Ohio
$258K
RJT
206
Raymond James Trust
Florida
$256K +$30.6K +219 +14%
WWM
207
Western Wealth Management
Colorado
$255K -$7.67K -55 -3%
AWA
208
Arkadios Wealth Advisors
Georgia
$253K +$49K +351 +24%
KA
209
Kovack Advisors
Florida
$251K +$250K +1,795 New
VAM
210
Verity Asset Management
North Carolina
$249K -$31.7K -227 -11%
MFG
211
Magnus Financial Group
New York
$248K -$27.1K -194 -10%
ISWM
212
Independent Solutions Wealth Management
New York
$247K -$9.77K -70 -4%
OIA
213
OneDigital Investment Advisors
Kansas
$245K +$12.4K +89 +5%
PIA
214
Powell Investment Advisors
Florida
$245K
PWA
215
Prairie Wealth Advisors
Nebraska
$244K +$20.2K +145 +9%
AI
216
Atria Investments
North Carolina
$240K +$239K +1,715 New
US Bancorp
217
US Bancorp
Minnesota
$239K +$2.93K +21 +1%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$236K +$52.7K +378 +29%
GWP
219
Gateway Wealth Partners
Wisconsin
$234K +$233K +1,668 New
KIA
220
Kraematon Investment Advisors
Massachusetts
$227K +$140 +1 +0.1%
SFC
221
Strategic Financial Concepts
Texas
$226K +$11.5M +82,664 +2,746%
ACA
222
Aptus Capital Advisors
Alabama
$226K -$61.1K -438 -21%
FIM
223
Freedom Investment Management
Connecticut
$223K +$222K +1,590 New
AWA
224
Arete Wealth Advisors
Illinois
$219K +$219K +1,572 New
ICM
225
IMS Capital Management
Oregon
$216K -$13.8K -99 -6%