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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

328 hedge funds and large institutions have $975M invested in SPDR S&P Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 108 increasing their positions, 73 reducing their positions, and 17 closing their positions.

Holders
328
Holders Change
+70
Holders Change %
+27.13%
% of All Funds
4.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
92
Increased
108
Reduced
73
Closed
17
Calls
$3.11M
Puts
$271K
Net Calls
+$2.84M
Net Calls Change
+$1.37M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$184M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$35.2M
3
LPL Financial
3
LPL Financial
California
$135M
4
GC
4
Greenlight Capital
New York
$17.6M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$18.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$19.1M
3
HWM
3
Heirloom Wealth Management
Colorado
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.81M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GW
26
GW & Wade
Massachusetts
$6.09M 44,995 +36 +0.1%
LFGH
27
Lee Financial Group Hawaii
Hawaii
$5.99M 44,198 -469 -1%
Stifel Financial
28
Stifel Financial
Missouri
$5.85M 43,171 +5,049 +13%
Truist Financial
29
Truist Financial
North Carolina
$5.71M 42,153 +4,107 +11%
CFGS
30
Concourse Financial Group Securities
Alabama
$5.64M 41,636 +4,459 +12%
CF
31
Centaurus Financial
California
$5.34M 39,443 +10,287 +35%
BCM
32
Bourgeon Capital Management
Connecticut
$5.24M 38,672 +38,672 New
ZIMP
33
Zimmermann Investment Management & Planning
Pennsylvania
$5.14M 37,972 +3,946 +12%
Lido Advisors
34
Lido Advisors
California
$4.82M 35,592 +2,039 +6%
FCA
35
FLC Capital Advisors
California
$4.65M 34,366 +30,118 +709%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$4.61M 34,044 +27,898 +454%
MIH
37
Meitav Investment House
Israel
$4.42M 32,554 +17,110 +111%
PAG
38
Private Advisor Group
New Jersey
$4.39M 32,399 +21,143 +188%
Creative Planning
39
Creative Planning
Kansas
$4.04M 29,837 -5,709 -16%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$3.97M 29,315 -53 -0.2%
CA
41
CoreCap Advisors
Michigan
$3.76M 27,772 +27,772 New
OPPS
42
Obsidian Personal Planning Solutions
Maryland
$3.63M 26,784 +26,784 New
BHB
43
Bank Hapoalim BM
Israel
$3.48M 25,671 -1,468 -5%
HAS
44
HBW Advisory Services
California
$3.37M 24,904 +322 +1%
ARC
45
Advisor Resource Council
Texas
$3.16M 23,353 +23,353 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$3.14M 23,179 -364 -2%
SA
47
Scarborough Advisors
Maryland
$2.96M 21,869 +21,869 New
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$2.89M 21,358 +16,114 +307%
SA
49
SFI Advisors
New Jersey
$2.8M 20,710 -953 -4%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.7M 19,908 -1,496 -7%
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