We are live on ! Find out more
XAR icon

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
Morgan Stanley
1
Morgan Stanley
New York
$43.2M -$3.45M -29,009 -7%
Bank of America
2
Bank of America
North Carolina
$31.4M -$258K -2,165 -0.8%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$29.2M +$29.8M +250,657 +62,664%
CA
4
Cumberland Advisors
Florida
$23.8M -$212K -1,780 -0.9%
LPL Financial
5
LPL Financial
California
$22.1M +$1.48M +12,431 +7%
UBS Group
6
UBS Group
Switzerland
$16.4M -$12.1M -101,458 -42%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.2M -$708K -5,950 -6%
Wells Fargo
8
Wells Fargo
California
$10.9M -$714 -6 -0%
3AM
9
3EDGE Asset Management
Florida
$6.75M -$248K -2,088 -3%
EWP
10
Engrave Wealth Partners
Texas
$6.1M +$501K +4,215 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.58M +$621K +5,222 +12%
LFGH
12
Lee Financial Group Hawaii
Hawaii
$5.19M -$416K -3,493 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.03M -$498K -4,187 -9%
CI
14
Cavalier Investments
Georgia
$4.63M +$844K +7,095 +22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.36M -$97.8K -822 -2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$4.16M +$4.28K +36 +0.1%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$3.79M +$2.65M +22,282 +218%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$3.51M +$58.8K +494 +2%
JE
19
JMAC Enterprises
Pennsylvania
$3.27M +$3.46M +29,059 New
CAN
20
Cetera Advisor Networks
California
$3.12M +$1.26M +10,614 +66%
HAS
21
HBW Advisory Services
California
$3.06M +$44.4K +373 +1%
Lido Advisors
22
Lido Advisors
California
$2.95M +$296K +2,487 +11%
AFA
23
American Financial Advisors
Georgia
$2.93M -$10.7M -89,523 -78%
RJA
24
Raymond James & Associates
Florida
$2.76M -$2.4M -20,162 -46%
BHB
25
Bank Hapoalim BM
Israel
$2.75M -$416K -3,499 -13%