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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

256 hedge funds and large institutions have $585M invested in SPDR S&P Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 86 reducing their positions, and 22 closing their positions.

Holders
256
Holders Change
+6
Holders Change %
+2.4%
% of All Funds
4.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
74
Reduced
86
Closed
22
Calls
$2.23M
Puts
$316K
Net Calls
+$1.91M
Net Calls Change
+$130K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$78.5M
2
OPOWM
2
One Plus One Wealth Management
Florida
$7.05M
3
Goldman Sachs
3
Goldman Sachs
New York
$19.7M
4
NWM
4
NEIRG Wealth Management
Massachusetts
$5.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$68.7M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
HWM
2
Heirloom Wealth Management
Colorado
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$16.7M
4
CI
4
Cavalier Investments
Georgia
$1.68M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$6.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$4.19M 34,484 -1,110 -3%
Lido Advisors
27
Lido Advisors
California
$3.82M 31,447 +2,381 +8%
ZIMP
28
Zimmermann Investment Management & Planning
Pennsylvania
$3.77M 31,046 +7,608 +32%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$3.64M 29,933 -12,626 -30%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.5M 28,781 -1,041 -3%
CF
31
Centaurus Financial
California
$3.49M 28,752 -1,697 -6%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$3.43M 28,261 +578 +2%
Truist Financial
33
Truist Financial
North Carolina
$3.11M 25,610 +12,883 +101%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.81M 23,091 -3,229 -12%
BHB
35
Bank Hapoalim BM
Israel
$2.7M 22,207 +1,063 +5%
SA
36
SFI Advisors
New Jersey
$2.6M 21,432 +107 +0.5%
AFA
37
American Financial Advisors
Georgia
$2.33M 19,167 -515 -3%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.29M 18,807 -3,487 -16%
PSF
39
Pacific Sun Financial
California
$2.27M 19,411 +19,411 New
MIH
40
Meitav Investment House
Israel
$2.11M 17,364 +400 +2%
WI
41
WBI Investments
New Jersey
$2.05M 16,830 +3,278 +24%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2M 16,492 +5,091 +45%
CW
43
CreativeOne Wealth
Kansas
$1.99M 16,363 -2,065 -11%
PA
44
Pinnacle Associates
New York
$1.96M 16,121 -225 -1%
SWM
45
SeaCrest Wealth Management
New York
$1.86M 15,320 +1,464 +11%
KAS
46
Kestra Advisory Services
Texas
$1.74M 14,326 +3,191 +29%
CA
47
Cetera Advisors
Colorado
$1.7M 13,959 +9 +0.1%
AWS
48
Atria Wealth Solutions
New York
$1.68M 13,829 +99 +0.7%
PWM
49
Perigon Wealth Management
California
$1.68M 13,827 -404 -3%
CI
50
Cavalier Investments
Georgia
$1.68M 13,804 -26,806 -66%
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