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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

343 hedge funds and large institutions have $941M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+12
Holders Change %
+3.63%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
48
Increased
126
Reduced
87
Closed
28
Calls
$2.52M
Puts
$140K
Net Calls
+$2.38M
Net Calls Change
+$59K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$12.9M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$5.56M
3
LPL Financial
3
LPL Financial
California
$149M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$2.88M

Top Sellers

1
KDA
1
Kraft Davis & Associates
Missouri
$0
2
SWP
2
Strategic Wealth Partners
Ohio
$0
3
Truist Financial
3
Truist Financial
North Carolina
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.2M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
326
MeadowBrook Investment Advisors
Michigan
$6.3K – – –
UB
327
UMB Bank
Missouri
$4.2K – – –
AIP
328
Ameritas Investment Partners
Nebraska
$4.2K – – –
FP
329
Financial Perspectives
Minnesota
$3.64K – – –
NP
330
NorthRock Partners
Minnesota
$3.36K +$3.36K +24 New
PB
331
Pinnacle Bancorp
Nebraska
$3.22K – – –
CA
332
Continuum Advisory
Idaho
$3.08K – – –
EWA
333
EverSource Wealth Advisors
Alabama
$3.02K – – –
SRCM
334
Signature Resources Capital Management
California
$2.8K – – –
BTI
335
Blue Trust Inc
Georgia
$2.67K – – –
TIM
336
Thompson Investment Management
Wisconsin
$2.52K -$9.8K -70 -80%
BlackRock
337
BlackRock
New York
$2.1K – – –
CPBTD
338
Central Pacific Bank - Trust Division
Hawaii
$1.82K – – –
CTWM
339
Cherry Tree Wealth Management
Minnesota
$1.54K +$140 +1 +10%
MFT
340
Moisand Fitzgerald Tamayo
Florida
$980 +$980 +7 New
AssetMark Inc
341
AssetMark Inc
California
$840 +$840 +6 New
TRCT
342
Tower Research Capital (TRC)
New York
$700 – – –
CP
343
Camelot Portfolios
Ohio
$338 +$338 +2 New
SL
344
Salomon & Ludwin
Virginia
$280 -$132K -945 -100%
DFA
345
DHJJ Financial Advisors
Illinois
$280 – – –
SIS
346
Sound Income Strategies
Florida
$19 -$19 – –
GAA
347
Global Assets Advisory
Florida
– -$800K -111,272 Closed
KDA
348
Kraft Davis & Associates
Missouri
– -$6.36M -53,846 Closed
SWP
349
Strategic Wealth Partners
Ohio
– -$6.25M -44,463 Closed
LNC
350
Lincoln National Corp
Pennsylvania
– -$2.49M -17,737 Closed
11 12 13
14
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