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State Street SPDR S&P Aerospace & Defense ETF

345 hedge funds and large institutions have $994M invested in State Street SPDR S&P Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 102 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $4.53M | Put options by funds: $834K

5% more capital invested

Capital invested by funds: $942M → $994M (+$51.7M)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 346345 (-1)

7% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 110

3.11% less ownership

Funds ownership: 45.06%41.96% (-3.1%)

Holders
345
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
102
Reduced
110
Closed
32
Calls
$4.53M
Puts
$834K
Net Calls
+$3.7M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$163M -$4.88M -32,747 -3%
Bank of America
2
Bank of America
North Carolina
$121M -$4.44M -29,793 -4%
Morgan Stanley
3
Morgan Stanley
New York
$114M +$3.77M +25,309 +4%
UBS Group
4
UBS Group
Switzerland
$28.6M +$2.26M +15,199 +9%
HCMG
5
Howard Capital Management Group
California
$28.2M +$4.66M +31,277 +21%
CA
6
Cumberland Advisors
Florida
$23.7M -$957K -6,425 -4%
Wells Fargo
7
Wells Fargo
California
$23.5M -$702K -4,713 -3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$22.4M +$3.63M +24,404 +21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.5M +$8.03M +53,945 +65%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$20.2M +$938K +6,302 +5%
DCM
11
DME Capital Management
New York
$20.1M
Osaic Holdings
12
Osaic Holdings
Arizona
$17.2M +$174K +1,167 +1%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$16M +$453K +3,043 +3%
Goldman Sachs
14
Goldman Sachs
New York
$15.5M +$254K +1,703 +2%
RJA
15
Raymond James & Associates
Florida
$12.6M +$164K +1,102 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$12.4M +$2.17M +14,541 +23%
Ameriprise
17
Ameriprise
Minnesota
$12M +$396K +2,660 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$11.5M -$39.1M -262,825 -78%
EA
19
Enclave Advisors
Texas
$9.69M +$9.17M +61,598 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$9.43M -$2.83M -18,972 -24%
BWM
21
Buska Wealth Management
Wisconsin
$8.85M +$966K +6,489 +13%
KWM
22
Kingsview Wealth Management
Oregon
$7.92M +$367K +2,466 +5%
CA
23
CoreCap Advisors
Michigan
$6.92M +$741K +4,976 +13%
JP Morgan Chase
24
JP Morgan Chase
New York
$6.6M -$4.38M -29,426 -41%
Stifel Financial
25
Stifel Financial
Missouri
$6.29M -$22.9K -154 -0.4%