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State Street SPDR S&P Aerospace & Defense ETF

370 hedge funds and large institutions have $1.16B invested in State Street SPDR S&P Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 143 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $746K

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

64% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 87

16% more capital invested

Capital invested by funds: $994M → $1.16B (+$162M)

7% more funds holding

Funds holding: 345370 (+25)

1.82% more ownership

Funds ownership: 41.96%43.78% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
370
Holders Change
+25
Holders Change %
+7.25%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
56
Increased
143
Reduced
87
Closed
24
Calls
$3.65M
Puts
$746K
Net Calls
+$2.9M
Net Calls Change
-$795K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$197M +$26M +157,742 +15%
Bank of America
2
Bank of America
North Carolina
$134M +$6.93M +42,021 +5%
Morgan Stanley
3
Morgan Stanley
New York
$126M +$5.62M +34,074 +5%
Wells Fargo
4
Wells Fargo
California
$39.6M +$14.8M +89,751 +60%
UBS Group
5
UBS Group
Switzerland
$34.2M +$4.03M +24,430 +13%
HCMG
6
Howard Capital Management Group
California
$30.9M +$1.13M +6,861 +4%
Goldman Sachs
7
Goldman Sachs
New York
$26.2M +$9.79M +59,361 +60%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$24.6M +$1.01M +6,121 +4%
CA
9
Cumberland Advisors
Florida
$23.9M -$1.07M -6,485 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$22.2M +$976K +5,917 +5%
Raymond James Financial
11
Raymond James Financial
Florida
$22.1M +$22M +133,388 New
Osaic Holdings
12
Osaic Holdings
Arizona
$19M +$797K +4,832 +4%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$17.9M +$1.04M +6,300 +6%
Two Sigma Investments
14
Two Sigma Investments
New York
$16.9M +$13.1M +79,400 +351%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.1M -$7.49M -45,392 -33%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$15M +$14.6M +88,570 +5,355%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$14M +$4.03M +24,408 +41%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$14M +$912K +5,529 +7%
KWM
19
Kingsview Wealth Management
Oregon
$12.6M +$4.26M +25,812 +51%
EA
20
Enclave Advisors
Texas
$12.3M +$2.11M +12,786 +21%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$11M +$8.6M +52,100 +372%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$10.8M -$1.35M -8,205 -11%
Ameriprise
23
Ameriprise
Minnesota
$10.8M -$1.83M -11,064 -15%
BWM
24
Buska Wealth Management
Wisconsin
$10.3M +$1M +6,069 +11%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$9.87M +$7.68M +46,530 +358%