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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

258 hedge funds and large institutions have $576M invested in SPDR S&P Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 74 reducing their positions, and 28 closing their positions.

Holders
258
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
84
Reduced
74
Closed
28
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
-$443K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$94.6M
2
Bank of America
2
Bank of America
North Carolina
$80.9M
3
CW
3
Connectus Wealth
Ohio
$5.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.8M
5
HWM
5
Heirloom Wealth Management
Colorado
$4.1M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$7.98M
2
OPOWM
2
One Plus One Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$4.47M
5
AWM
5
Apollon Wealth Management
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$4.17M -$275K -2,452 -6%
HWM
27
Heirloom Wealth Management
Colorado
$4.1M +$4.1M +36,550 New
Two Sigma Investments
28
Two Sigma Investments
New York
$4M +$4M +35,700 New
Creative Planning
29
Creative Planning
Kansas
$3.98M +$119K +1,062 +3%
ZIMP
30
Zimmermann Investment Management & Planning
Pennsylvania
$3.81M +$334K +2,980 +10%
Lido Advisors
31
Lido Advisors
California
$3.76M +$236K +2,106 +7%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$3.29M +$124K +1,107 +4%
CF
33
Centaurus Financial
California
$3.27M +$45.3K +404 +1%
BHB
34
Bank Hapoalim BM
Israel
$3.04M +$553K +4,932 +22%
HAS
35
HBW Advisory Services
California
$2.76M -$490K -4,367 -15%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.64M +$50.7K +452 +2%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$2.64M -$716K -6,391 -21%
SA
38
SFI Advisors
New Jersey
$2.43M +$25.9K +231 +1%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.4M -$829K -7,377 -26%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.39M +$1.45M +12,975 +155%
PSF
41
Pacific Sun Financial
California
$2.16M -$11.8K -105 -0.5%
PWM
42
Perigon Wealth Management
California
$2.14M +$592K +5,285 +38%
SWP
43
Stratos Wealth Partners
Ohio
$2.08M +$991K +8,840 +91%
AFA
44
American Financial Advisors
Georgia
$2.06M -$87.7K -782 -4%
WI
45
WBI Investments
New Jersey
$1.98M +$90.8K +810 +5%
AWS
46
Atria Wealth Solutions
New York
$1.88M +$325K +2,902 +21%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.85M +$4.82K +43 +0.3%
PA
48
Pinnacle Associates
New York
$1.83M +$21.9K +195 +1%
FIA
49
Foundations Investment Advisors
Arizona
$1.75M +$1.75M +15,601 New
MIH
50
Meitav Investment House
Israel
$1.73M -$215K -1,920 -11%
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