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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 %
CFD
251
Creative Financial Designs
Indiana
$4.07K -$1.58K -14 -28%
AIP
252
Ameritas Investment Partners
Nebraska
$3.36K – – –
BAAM
253
Baker Avenue Asset Management
California
$3.36K +$3.36K +30 New
FP
254
Financial Perspectives
Minnesota
$2.92K – – –
EWA
255
EverSource Wealth Advisors
Alabama
$2.24K – – –
OP
256
ORG Partners
Indiana
$1.69K – – –
CTWM
257
Cherry Tree Wealth Management
Minnesota
$785 +$785 +7 New
HT
258
Headlands Technologies
Illinois
$785 +$785 +7 New
ACM
259
Antonetti Capital Management
Florida
$561 +$561 +5 New
DFA
260
DHJJ Financial Advisors
Illinois
$225 +$225 +2 New
OPOWM
261
One Plus One Wealth Management
Florida
– -$7.05M -57,975 Closed
NWM
262
NEIRG Wealth Management
Massachusetts
– -$5.71M -46,962 Closed
CW
263
CreativeOne Wealth
Kansas
– -$1.99M -16,363 Closed
AWM
264
Apollon Wealth Management
South Carolina
– -$1.1M -9,033 Closed
CCM
265
Crabel Capital Management
California
– -$368K -3,030 Closed
MTIC
266
Missouri Trust & Investment Company
Missouri
– -$312K -2,570 Closed
USCWA
267
U.S. Capital Wealth Advisors
Texas
– -$292K -2,399 Closed
AWA
268
Arkadios Wealth Advisors
Georgia
– -$280K -2,306 Closed
ARC
269
Advisor Resource Council
Texas
– -$271K -2,226 Closed
SG
270
StoneX Group
New York
– -$244K -2,010 Closed
RJT
271
Raymond James Trust
Florida
– -$243K -2,001 Closed
MFG
272
Merit Financial Group
Georgia
– -$232K -1,908 Closed
PA
273
PFG Advisors
Arizona
– -$227K -1,871 Closed
HFRG
274
Houlihan Financial Resource Group
Virginia
– -$216K -1,860 Closed
EWA
275
Evolution Wealth Advisors
Florida
– -$215K -1,770 Closed
8 9 10
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