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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

331 hedge funds and large institutions have $951M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
44
Increased
115
Reduced
90
Closed
33
Calls
$2.41M
Puts
$84K
Net Calls
+$2.32M
Net Calls Change
-$519K

Top Buyers

1
HCMG
1
Howard Capital Management Group
California
$18.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$12.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.6M
4
LPL Financial
4
LPL Financial
California
$146M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$5.35M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.6M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$99K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.3M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
301
Retirement Group
California
$16.2K +$16.2K +115 New
VNA
302
Valley National Advisers
Pennsylvania
$15K – – –
FFL
303
Financial Freedom LLC
Ohio
$14.7K – – –
GCM
304
Gables Capital Management
Florida
$14.6K +$14.6K +104 New
AF
305
Advisornet Financial
Minnesota
$14.2K – – –
TIM
306
Thompson Investment Management
Wisconsin
$12.4K +$2.53K +18 +26%
GWM
307
Guardian Wealth Management
Illinois
$11.9K – – –
PBK
308
Peoples Bank (Kansas)
Kansas
$11.4K – – –
IRC
309
Investors Research Corp
Georgia
$11.2K – – –
SS
310
Sunbelt Securities
Texas
$10.5K – – –
HNB
311
Hilltop National Bank
Wyoming
$10.5K +$10.5K +75 New
PA
312
PSI Advisors
Florida
$7.73K – – –
WIA
313
Wetzel Investment Advisors
Indiana
$7.53K – – –
JFG
314
JDM Financial Group
Texas
$7.45K – – –
TFA
315
Toth Financial Advisory
Virginia
$7.03K +$1.41K +10 +25%
MIA
316
MeadowBrook Investment Advisors
Michigan
$6.32K – – –
JWA
317
JFS Wealth Advisors
Pennsylvania
$5.48K +$5.48K +39 New
UB
318
UMB Bank
Missouri
$4.22K – – –
AIP
319
Ameritas Investment Partners
Nebraska
$4.22K – – –
FP
320
Financial Perspectives
Minnesota
$3.65K – – –
PB
321
Pinnacle Bancorp
Nebraska
$3.23K +$3.23K +23 New
CA
322
Continuum Advisory
Idaho
$3.14K +$3.14K +22 New
AIM
323
Anchor Investment Management
South Carolina
$2.81K +$2.81K +20 New
EWA
324
EverSource Wealth Advisors
Alabama
$2.72K – – –
SRCM
325
Signature Resources Capital Management
California
$2.71K – – –
11 12
13
14 15