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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

328 hedge funds and large institutions have $975M invested in SPDR S&P Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 108 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+70
Holders Change %
+27.13%
% of All Funds
4.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
92
Increased
108
Reduced
73
Closed
17
Calls
$3.11M
Puts
$271K
Net Calls
+$2.84M
Net Calls Change
+$1.37M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$184M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.2M
3
LPL Financial
LPL Financial
California
$135M
4
GC
Greenlight Capital
New York
$17.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$18.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$14.9M
2
UBS Group
UBS Group
Switzerland
$19.1M
3
HWM
Heirloom Wealth Management
Colorado
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$1.81M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Clearstead Advisors
Ohio
$105K -$105K -776 -50%
AIC
252
Ayalon Insurance Company
Israel
$85K – – –
NFSG
253
Newbridge Financial Services Group
Florida
$83.7K -$23.2K -171 -22%
EDRH
254
Edmond de Rothschild Holding
Switzerland
$79.9K -$23K -170 -22%
PA
255
Pineridge Advisors
Missouri
$79.4K +$79.4K +586 New
CBT
256
CoreFirst Bank & Trust
Kansas
$76.5K – – –
TSWM
257
Tyler-Stone Wealth Management
Ohio
$76.2K +$271 +2 +0.4%
GFPC
258
Global Financial Private Client
Florida
$67.2K +$1.49K +11 +2%
HNB
259
Huntington National Bank
Ohio
$65.8K -$51.6K – –
PA
260
Parallel Advisors
California
$60.6K +$135 +1 +0.2%
BWM
261
Baystate Wealth Management
Massachusetts
$60.3K +$136 +1 +0.2%
CAL
262
Capital Advisors Ltd
Ohio
$60K +$60K +443 New
LWA
263
Lowe Wealth Advisors
Maryland
$59.6K -$196K -1,450 -77%
ST
264
Smithfield Trust
Pennsylvania
$58K – – –
PPC
265
Park Place Capital
Alabama
$54K +$54K +399 New
IGWM
266
ICA Group Wealth Management
Colorado
$53.5K +$53.5K +395 New
S
267
SignatureFD
Georgia
$52.9K +$2.44K +18 +5%
DF
268
Dunhill Financial
United Kingdom
$51.2K +$51.2K +378 New
HPC
269
HM Payson & Co
Maine
$50.4K – – –
LFA
270
LGT Financial Advisors
Texas
$49.8K +$49.8K +368 New
GWM
271
Geneos Wealth Management
Colorado
$45K +$23.7K +175 +111%
FWP
272
FAS Wealth Partners
Kansas
$43.6K +$135 +1 +0.3%
FFA
273
Farther Finance Advisors
California
$43.3K +$22.6K +167 +109%
GWSG
274
GPS Wealth Strategies Group
Colorado
$43.2K – – –
RA
275
Rise Advisors
New York
$41.1K +$136 +1 +0.3%
9 10
11
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