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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

367 hedge funds and large institutions have $1.15B invested in SPDR S&P Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 142 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+25
Holders Change %
+7.31%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
56
Increased
142
Reduced
87
Closed
23
Calls
$3.65M
Puts
$746K
Net Calls
+$2.9M
Net Calls Change
-$795K

Top Buyers

1
LPL Financial
LPL Financial
California
$197M
2
Wells Fargo
Wells Fargo
California
$39.6M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$15M
4
Two Sigma Investments
Two Sigma Investments
New York
$16.9M
5
Goldman Sachs
Goldman Sachs
New York
$26.2M

Top Sellers

1
DCM
DME Capital Management
New York
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.96M
4
SA
Scarborough Advisors
Maryland
$239K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
226
Joseph P. Lucia & Associates
New York
$250K -$53.1K -320 -18%
PTC
227
Private Trust Company
Ohio
$249K -$150K -905 -38%
SFA
228
Sequoia Financial Advisors
Ohio
$248K +$663 +4 +0.3%
PWA
229
PCG Wealth Advisors
Kansas
$247K – – –
AWA
230
Arete Wealth Advisors
Illinois
$247K -$13.2K -80 -5%
EWA
231
EP Wealth Advisors
California
$246K +$5.31K +32 +2%
KIA
232
Kraematon Investment Advisors
Massachusetts
$245K +$332 +2 +0.1%
Pathstone Holdings
233
Pathstone Holdings
New Jersey
$243K – – –
EW
234
Evoke Wealth
California
$240K – – –
SA
235
Scarborough Advisors
Maryland
$239K -$2.79M -16,798 -92%
ICM
236
IMS Capital Management
Oregon
$238K +$332 +2 +0.1%
JCM
237
J2 Capital Management
Michigan
$237K +$237K +1,431 New
PFG
238
Prosperity Financial Group
California
$236K -$332 -2 -0.1%
PWMAG
239
Pinnacle Wealth Management Advisory Group
New Jersey
$234K +$22.4K +135 +11%
HAG
240
HF Advisory Group
Maryland
$230K -$8.95K -54 -4%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$229K +$229K +1,382 New
SLC
242
Second Line Capital
Louisiana
$229K -$18.9K -114 -8%
SFP
243
Shepherd Financial Partners
Massachusetts
$229K – – –
OIA
244
Optimum Investment Advisors
Illinois
$223K +$33.2K +200 +17%
USCWA
245
U.S. Capital Wealth Advisors
Texas
$222K – – –
HAS
246
HBW Advisory Services
California
$219K +$134K +806 +157%
TWC
247
TD Waterhouse Canada
Ontario, Canada
$218K – – –
SCM
248
Saxony Capital Management
Missouri
$217K +$217K +1,308 New
LFAS
249
Level Four Advisory Services
Texas
$216K +$216K +1,303 New
PAS
250
PKS Advisory Services
New York
$213K +$213K +1,285 New
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