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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

258 hedge funds and large institutions have $576M invested in SPDR S&P Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
84
Reduced
74
Closed
28
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
-$443K

Top Buyers

1
LPL Financial
LPL Financial
California
$94.6M
2
Bank of America
Bank of America
North Carolina
$80.9M
3
CW
Connectus Wealth
Ohio
$5.7M
4
Morgan Stanley
Morgan Stanley
New York
$67.8M
5
HWM
Heirloom Wealth Management
Colorado
$4.1M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$7.98M
2
OPOWM
One Plus One Wealth Management
Florida
$0
3
CW
CreativeOne Wealth
Kansas
$0
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$4.47M
5
AWM
Apollon Wealth Management
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$24.8K +$24.8K +221 New
RCM
227
Raleigh Capital Management
North Carolina
$24.1K – – –
BC
228
Barrett & Company
Rhode Island
$22.4K – – –
AF
229
Allworth Financial
California
$21K +$112 +1 +0.5%
CG
230
Cutler Group
California
$21K -$11.3K -105 -35%
GWM
231
Geneos Wealth Management
Colorado
$17.6K – – –
SSWM
232
Sheets Smith Wealth Management
North Carolina
$17.4K +$17.4K +156 New
FFA
233
Farther Finance Advisors
California
$17.2K – – –
GWANC
234
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.5K – – –
KFS
235
Kelly Financial Services
Massachusetts
$14.4K – – –
VNA
236
Valley National Advisers
Pennsylvania
$12K – – –
FFL
237
Financial Freedom LLC
Ohio
$11.7K – – –
AF
238
Advisornet Financial
Minnesota
$11.3K – – –
GJIA
239
Glass Jacobson Investment Advisors
Maryland
$11.3K – – –
MIM
240
Macroview Investment Management
Maryland
$10.4K – – –
GWM
241
Guardian Wealth Management
Illinois
$9.53K – – –
IRC
242
Investors Research Corp
Georgia
$8.97K – – –
SS
243
Sunbelt Securities
Texas
$8.41K – – –
Simplex Trading
244
Simplex Trading
Illinois
$8K +$8K +80 New
RWPA
245
Richard W. Paul & Associates
Michigan
$7.85K +$3.25K +29 +71%
OIA
246
Optimum Investment Advisors
Illinois
$7.4K +$2.92K +26 +65%
PA
247
PSI Advisors
Florida
$6.17K – – –
JFG
248
JDM Financial Group
Texas
$5.94K +$224 +2 +4%
TFA
249
Toth Financial Advisory
Virginia
$4.48K – – –
PFBT
250
Parkside Financial Bank & Trust
Missouri
$4.37K – – –
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10
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