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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$260K
3
MML Investors Services
3
MML Investors Services
Massachusetts
$2.25M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$1.77M
5
LPL Financial
5
LPL Financial
California
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Avior Wealth Management
Nebraska
$68.8K +$157 +1 +0.2%
ST
277
Smithfield Trust
Pennsylvania
$67K – – –
NFSG
278
Newbridge Financial Services Group
Florida
$59.9K -$37.2K -236 -38%
DF
279
Dunhill Financial
United Kingdom
$59.7K – – –
GWM
280
Geneos Wealth Management
Colorado
$52.2K – – –
SC
281
Solstein Capital
California
$51.3K – – –
FWP
282
FAS Wealth Partners
Kansas
$50.8K +$157 +1 +0.3%
CJ
283
Caitlin John
Michigan
$50.5K -$19.2K -112 -28%
RA
284
Rise Advisors
New York
$47.9K – – –
AWM
285
AllSquare Wealth Management
New York
$47.4K – – –
TRCT
286
Tower Research Capital (TRC)
New York
$45.2K +$44.4K +282 +5,640%
BAM
287
Bellevue Asset Management
Washington
$41.8K – – –
FFA
288
Fairfield Financial Advisors
Massachusetts
$41.6K +$157 +1 +0.4%
HI
289
Harbour Investments
Wisconsin
$40.2K -$64.6K -411 -62%
WT
290
Washington Trust
Rhode Island
$39.7K – – –
BFO
291
Biltmore Family Office
North Carolina
$39.3K – – –
CFO
292
CVA Family Office
Colorado
$39.3K – – –
GJIA
293
Glass Jacobson Investment Advisors
Maryland
$38.2K – – –
BBHC
294
Brown Brothers Harriman & Co
New York
$37.8K – – –
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$36.4K – – –
ZB
296
Zions Bancorporation
Utah
$35.9K – – –
HPC
297
HM Payson & Co
Maine
$35.4K -$23.1K -147 -40%
RCM
298
Raleigh Capital Management
North Carolina
$33.9K – – –
BC
299
Barrett & Company
Rhode Island
$31.6K +$157 +1 +0.5%
PCWA
300
Pacific Capital Wealth Advisors
California
$29.9K +$29.9K +190 New
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12
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