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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
LPL Financial
1
LPL Financial
California
$149M +$3.92M +28,069 +3%
Bank of America
2
Bank of America
North Carolina
$112M +$1.47M +10,565 +1%
Morgan Stanley
3
Morgan Stanley
New York
$97.8M -$1.46M -10,474 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47M +$3.58M +25,649 +8%
UBS Group
5
UBS Group
Switzerland
$23.3M +$326K +2,336 +1%
CA
6
Cumberland Advisors
Florida
$22M -$1.13M -8,130 -5%
Wells Fargo
7
Wells Fargo
California
$21.5M +$997K +7,149 +5%
HCMG
8
Howard Capital Management Group
California
$20.7M +$2.59M +18,545 +14%
DCM
9
DME Capital Management
New York
$17.9M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$17.1M +$170K +1,221 +1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$16.5M +$1.47M +10,520 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$15.2M -$2.61M -18,685 -15%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$13.8M +$1.3M +9,322 +10%
Goldman Sachs
14
Goldman Sachs
New York
$13.6M +$1.1M +7,911 +9%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$12.9M +$6.97M +49,955 +128%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.5M -$1.36M -9,756 -11%
MML Investors Services
17
MML Investors Services
Massachusetts
$11.2M +$587K +4,211 +6%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$11M -$1.22M -8,721 -10%
RJA
19
Raymond James & Associates
Florida
$11M +$736K +5,278 +7%
Ameriprise
20
Ameriprise
Minnesota
$10.3M +$68.5K +491 +0.7%
JP Morgan Chase
21
JP Morgan Chase
New York
$9.99M -$235K -1,681 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$8.98M -$788K -5,651 -8%
BWM
23
Buska Wealth Management
Wisconsin
$6.97M +$1.23M +8,812 +22%
KWM
24
Kingsview Wealth Management
Oregon
$6.7M -$405K -2,902 -6%
ZIMP
25
Zimmermann Investment Management & Planning
Pennsylvania
$6.34M +$325K +2,332 +5%