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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 %
PBK
301
Peoples Bank (Kansas)
Kansas
$11K +$11K +81 New
IRC
302
Investors Research Corp
Georgia
$10.8K – – –
SS
303
Sunbelt Securities
Texas
$10.2K – – –
RWPA
304
Richard W. Paul & Associates
Michigan
$9.48K – – –
TIM
305
Thompson Investment Management
Wisconsin
$9.48K +$9.48K +70 New
NSIM
306
North Star Investment Management
Illinois
$8.26K +$8.26K +61 New
WIA
307
Wetzel Investment Advisors
Indiana
$8K +$8K +57 New
OP
308
ORG Partners
Indiana
$7.45K +$5.42K +40 +267%
RIM
309
Rockbridge Investment Management
New York
$7.45K +$7.45K +55 New
PA
310
PSI Advisors
Florida
$7.45K – – –
SIS
311
Sound Income Strategies
Florida
$7.2K +$7.2K +53 New
JFG
312
JDM Financial Group
Texas
$7.18K – – –
NFA
313
Northwest Financial Advisors
Virginia
$6.77K +$6.77K +50 New
MIA
314
MeadowBrook Investment Advisors
Michigan
$6.09K +$6.09K +45 New
LA
315
LM Advisors
California
$6.09K +$6.09K +45 New
TFA
316
Toth Financial Advisory
Virginia
$5.42K – – –
PFBT
317
Parkside Financial Bank & Trust
Missouri
$5.28K – – –
MSWM
318
McGlone Suttner Wealth Management
Wisconsin
$4.6K +$4.6K +34 New
RFG
319
REAP Financial Group
Texas
$4.35K +$4.35K +32 New
AIP
320
Ameritas Investment Partners
Nebraska
$4.06K – – –
UB
321
UMB Bank
Missouri
$4.06K +$4.06K +30 New
HWA
322
HHM Wealth Advisors
Tennessee
$3.93K +$3.93K +29 New
FP
323
Financial Perspectives
Minnesota
$3.52K – – –
EWA
324
EverSource Wealth Advisors
Alabama
$2.71K – – –
SRCM
325
Signature Resources Capital Management
California
$2.71K +$2.71K +20 New
10 11 12
13
14