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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

256 hedge funds and large institutions have $585M invested in SPDR S&P Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+6
Holders Change %
+2.4%
% of All Funds
4.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
74
Reduced
86
Closed
22
Calls
$2.23M
Puts
$316K
Net Calls
+$1.91M
Net Calls Change
+$130K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$78.5M
2
OPOWM
2
One Plus One Wealth Management
Florida
$7.05M
3
Goldman Sachs
3
Goldman Sachs
New York
$19.7M
4
NWM
4
NEIRG Wealth Management
Massachusetts
$5.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$68.7M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
HWM
2
Heirloom Wealth Management
Colorado
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$16.7M
4
CI
4
Cavalier Investments
Georgia
$1.68M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$6.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
251
Toth Financial Advisory
Virginia
$4.86K +$4.86K +40 New
OIA
252
Optimum Investment Advisors
Illinois
$4.86K – – –
PFBT
253
Parkside Financial Bank & Trust
Missouri
$4.74K – – –
BBHC
254
Brown Brothers Harriman & Co
New York
$3.65K – – –
AIP
255
Ameritas Investment Partners
Nebraska
$3.65K – – –
FP
256
Financial Perspectives
Minnesota
$3.16K – – –
EWA
257
EverSource Wealth Advisors
Alabama
$2.43K – – –
OP
258
ORG Partners
Indiana
$1.83K +$1.83K +15 New
QAM
259
Q3 Asset Management
Michigan
– -$4.78M -40,895 Closed
HWM
260
Heirloom Wealth Management
Colorado
– -$4.76M -40,710 Closed
MCC
261
Money Concepts Capital
Florida
– -$135K -14,220 Closed
TFA
262
Teamwork Financial Advisors
Texas
– -$1.16M -9,924 Closed
KF
263
Krilogy Financial
Missouri
– -$592K -5,061 Closed
IA
264
IFG Advisory
Georgia
– -$579K -4,953 Closed
1832 Asset Management
265
1832 Asset Management
Ontario, Canada
– -$474K -4,057 Closed
SAM
266
Secure Asset Management
Michigan
– -$400K -3,425 Closed
SPC
267
Sigma Planning Corp
Michigan
– -$345K -2,949 Closed
SS
268
Simplicity Solutions
Minnesota
– -$343K -2,934 Closed
SFS
269
Sowell Financial Services
Arkansas
– -$311K -2,662 Closed
BAM
270
Belpointe Asset Management
Nevada
– -$283K -2,417 Closed
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
– -$282K -2,414 Closed
PWP
272
Principle Wealth Partners
Connecticut
– -$241K -2,064 Closed
GLA
273
Good Life Advisors
Pennsylvania
– -$208K -1,776 Closed
AWM
274
Accel Wealth Management
Iowa
– -$40.7K -348 Closed
TAM
275
Tucker Asset Management
Colorado
– -$15.4K -132 Closed
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