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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 %
PPC
326
Park Place Capital
Alabama
$5.35K -$4.72K -30 -47%
AIP
327
Ameritas Investment Partners
Nebraska
$4.72K – – –
UB
328
UMB Bank
Missouri
$4.72K – – –
FP
329
Financial Perspectives
Minnesota
$4.09K – – –
CA
330
Continuum Advisory
Idaho
$3.64K – – –
PB
331
Pinnacle Bancorp
Nebraska
$3.62K – – –
EWA
332
EverSource Wealth Advisors
Alabama
$3.15K – – –
SRCM
333
Signature Resources Capital Management
California
$3.15K – – –
TIM
334
Thompson Investment Management
Wisconsin
$2.83K – – –
RDFA
335
Ritter Daniher Financial Advisory
Ohio
$2.46K +$2.46K +16 New
CPBTD
336
Central Pacific Bank - Trust Division
Hawaii
$2.05K – – –
CTWM
337
Cherry Tree Wealth Management
Minnesota
$1.73K – – –
BTI
338
Blue Trust Inc
Georgia
$1.12K -$1.54K -11 -58%
WGS
339
Washington Growth Strategies
District of Columbia
$433 +$433 +69 New
LIS
340
Legacy Investment Solutions
Idaho
$343 +$343 +2 New
LWMI
341
Legacy Wealth Management (Idaho)
Idaho
$343 +$343 +2 New
SL
342
Salomon & Ludwin
Virginia
$315 – – –
DFA
343
DHJJ Financial Advisors
Illinois
$315 – – –
SIS
344
Sound Income Strategies
Florida
$22 -$19 – –
SFC
345
Strategic Financial Concepts
Texas
– -$226K -85,674 Closed
PAS
346
Park Avenue Securities
New York
– -$2.32M -16,567 Closed
RL
347
Retireful LLC
Michigan
– -$1.82M -13,025 Closed
SWA
348
Stratos Wealth Advisors
Ohio
– -$1.09M -7,760 Closed
BW
349
Bison Wealth
Georgia
– -$857K -6,100 Closed
IA
350
IFG Advisory
Georgia
– -$568K -4,054 Closed
12 13
14
15 16