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State Street SPDR S&P Aerospace & Defense ETF

368 hedge funds and large institutions have $1.15B invested in State Street SPDR S&P Aerospace & Defense ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 130 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

697% more call options, than puts

Call options by funds: $4.87M | Put options by funds: $611K

37% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 95

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

1.31% more ownership

Funds ownership: 43.78%45.09% (+1.3%)

0% less capital invested

Capital invested by funds: $1.16B → $1.15B (-$1.92M)

1% less funds holding

Funds holding: 370368 (-2)

Holders
368
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
40
Increased
130
Reduced
95
Closed
34
Calls
$4.87M
Puts
$611K
Net Calls
+$4.26M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$193M +$2.02M +12,045 +1%
Bank of America
2
Bank of America
North Carolina
$131M +$618K +3,675 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$120M -$2.01M -11,970 -2%
Wells Fargo
4
Wells Fargo
California
$40M +$1.72M +10,232 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.3M +$27M +160,704 +247%
UBS Group
6
UBS Group
Switzerland
$33.6M +$472K +2,810 +1%
HCMG
7
Howard Capital Management Group
California
$30.1M +$174K +1,038 +0.6%
Raymond James Financial
8
Raymond James Financial
Florida
$27M +$5.84M +34,722 +26%
Goldman Sachs
9
Goldman Sachs
New York
$25.3M -$133K -792 -0.5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$24.2M +$2.81M +16,706 +12%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$21.5M -$2.49M -14,809 -10%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$19.9M +$6.66M +39,618 +47%
CA
13
Cumberland Advisors
Florida
$17.9M -$5.59M -33,230 -23%
GKWIM
14
Gerber Kawasaki Wealth & Investment Management
California
$17.4M +$68.7K +409 +0.4%
Osaic Holdings
15
Osaic Holdings
Arizona
$17.2M -$1.26M -7,498 -7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$17M +$2.47M +14,717 +16%
Ameriprise
17
Ameriprise
Minnesota
$15.8M +$5.62M +33,431 +52%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$14.8M +$1.35M +8,049 +10%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$14.6M +$4.2M +25,010 +38%
EA
20
Enclave Advisors
Texas
$13.8M +$1.89M +11,254 +15%
KWM
21
Kingsview Wealth Management
Oregon
$12.5M +$222K +1,320 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$9.85M +$7.73M +45,960 +299%
BWM
23
Buska Wealth Management
Wisconsin
$9.36M -$683K -4,066 -7%
TCMP
24
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.57M +$23.4M +139,337 New
CA
25
CoreCap Advisors
Michigan
$8.37M +$1.1M +6,573 +14%