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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

342 hedge funds and large institutions have $993M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
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
101
Reduced
108
Closed
32
Calls
$4.53M
Puts
$834K
Net Calls
+$3.7M
Net Calls Change
+$1.32M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.5M
2
HCMG
Howard Capital Management Group
California
$28.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.57M
4
Morgan Stanley
Morgan Stanley
New York
$114M
5
FIA
Foundations Investment Advisors
Arizona
$4.85M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$260K
3
MML Investors Services
MML Investors Services
Massachusetts
$2.25M
4
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$1.77M
5
LPL Financial
LPL Financial
California
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
226
Rockport Wealth
Ohio
$241K – – –
MWM
227
Mascoma Wealth Management
New Hampshire
$239K -$2.83K -18 -1%
CAS
228
Coppell Advisory Solutions
Texas
$236K -$157 -1 -0.1%
SLC
229
Second Line Capital
Louisiana
$235K -$2.99K -19 -1%
SFA
230
Sequoia Financial Advisors
Ohio
$234K +$157 +1 +0.1%
PWA
231
PCG Wealth Advisors
Kansas
$234K -$629 -4 -0.3%
KIA
232
Kraematon Investment Advisors
Massachusetts
$232K -$23.4K -149 -9%
WS
233
Wedbush Securities
California
$232K +$6.46K +41 +3%
CFD
234
Creative Financial Designs
Indiana
$231K -$65.8K -418 -22%
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$231K -$944 -6 -0.4%
FFA
236
Farther Finance Advisors
California
$231K -$306K -1,943 -57%
EW
237
Evoke Wealth
California
$228K – – –
EWA
238
EP Wealth Advisors
California
$228K +$85.8K +545 +60%
HAG
239
HF Advisory Group
Maryland
$227K -$4.09K -26 -2%
ICM
240
IMS Capital Management
Oregon
$225K +$157 +1 +0.1%
PFG
241
Prosperity Financial Group
California
$225K -$10.5K -67 -4%
BEI
242
Benjamin Edwards Inc
Missouri
$219K +$219K +1,392 New
SFP
243
Shepherd Financial Partners
Massachusetts
$217K +$217K +1,378 New
CHP
244
Cable Hill Partners
Oregon
$216K +$216K +1,373 New
JSW
245
Journey Strategic Wealth
New Jersey
$215K +$215K +1,366 New
USCWA
246
U.S. Capital Wealth Advisors
Texas
$211K +$211K +1,340 New
TWC
247
TD Waterhouse Canada
Ontario, Canada
$209K – – –
PMAM
248
Picton Mahoney Asset Management
Ontario, Canada
$205K +$47.3K +300 +30%
PWMAG
249
Pinnacle Wealth Management Advisory Group
New Jersey
$201K +$201K +1,275 New
YDMI
250
Y.D. More Investments
Israel
$183K -$4.72K -30 -3%
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