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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

331 hedge funds and large institutions have $951M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
44
Increased
115
Reduced
90
Closed
33
Calls
$2.41M
Puts
$84K
Net Calls
+$2.32M
Net Calls Change
-$519K

Top Buyers

1
HCMG
1
Howard Capital Management Group
California
$18.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$12.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.6M
4
LPL Financial
4
LPL Financial
California
$146M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$5.35M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.6M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$99K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.3M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
226
PCG Wealth Advisors
Kansas
$211K – – –
WA
227
Wambolt & Associates
Colorado
$211K -$211K -1,520 -50%
BCM
228
Brookstone Capital Management
Illinois
$210K -$3.37K -24 -2%
MS
229
Madden Securities
Texas
$210K – – –
CAM
230
Cresset Asset Management
Illinois
$209K – – –
SFA
231
Sequoia Financial Advisors
Ohio
$209K +$141 +1 +0.1%
CASC
232
Coppell Advisory Solutions Corp
Texas
$208K +$208K +1,479 New
HAG
233
HF Advisory Group
Maryland
$207K -$41.5K -295 -17%
AWA
234
Arkadios Wealth Advisors
Georgia
$205K +$205K +1,456 New
PFG
235
Prosperity Financial Group
California
$202K -$8.43K -60 -4%
William Blair & Company
236
William Blair & Company
Illinois
$191K -$703 -5 -0.4%
BFEC
237
Benjamin F. Edwards & Company
Missouri
$190K – – –
T
238
Tidemark
California
$189K -$468K -3,332 -71%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$184K -$150K -1,064 -45%
YDMI
240
Y.D. More Investments
Israel
$172K +$21.1K +150 +14%
AA
241
Ancora Advisors
Ohio
$160K – – –
SN
242
Sittner & Nelson
Oregon
$147K +$843 +6 +0.6%
NA
243
NewEdge Advisors
Louisiana
$147K -$42.9K -305 -23%
OIA
244
Optimum Investment Advisors
Illinois
$141K – – –
SL
245
Salomon & Ludwin
Virginia
$133K – – –
VF
246
VitalStone Financial
Texas
$133K +$118K +844 +804%
S
247
SignatureFD
Georgia
$131K +$76K +541 +139%
Barclays
248
Barclays
United Kingdom
$122K – – –
SPIA
249
Steward Partners Investment Advisory
New York
$121K – – –
HGERS
250
Householder Group Estate & Retirement Specialist
Arizona
$113K +$141 +1 +0.1%
8 9
10
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