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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

331 hedge funds and large institutions have $951M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 33 closing their positions.

Holders
331
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
44
Increased
115
Reduced
90
Closed
33
Calls
$2.41M
Puts
$84K
Net Calls
+$2.32M
Net Calls Change
-$519K

Top Buyers

1
HCMG
1
Howard Capital Management Group
California
$18.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$12.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.6M
4
LPL Financial
4
LPL Financial
California
$146M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$5.35M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.6M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$99K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.3M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
26
Connectus Wealth
Ohio
$6.24M -$452K -3,218 -7%
CF
27
Centaurus Financial
California
$6.12M +$580K +4,126 +10%
LFGH
28
Lee Financial Group Hawaii
Hawaii
$6.09M -$122K -871 -2%
CFGS
29
Concourse Financial Group Securities
Alabama
$6.04M +$190K +1,355 +3%
ZIMP
30
Zimmermann Investment Management & Planning
Pennsylvania
$6.04M +$700K +4,981 +13%
Truist Financial
31
Truist Financial
North Carolina
$6M +$74.6K +531 +1%
Stifel Financial
32
Stifel Financial
Missouri
$5.95M -$116K -824 -2%
BWM
33
Buska Wealth Management
Wisconsin
$5.76M +$5.76M +40,964 New
BCM
34
Bourgeon Capital Management
Connecticut
$5.43M -$2.81K -20 -0.1%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$5.35M +$5.35M +39,067 New
Lido Advisors
36
Lido Advisors
California
$5.34M +$343K +2,443 +7%
CA
37
CoreCap Advisors
Michigan
$5.19M +$1.29M +9,194 +33%
FCA
38
FLC Capital Advisors
California
$5.06M +$235K +1,676 +5%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$5.03M +$246K +1,752 +5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$4.3M -$7.59M -53,984 -64%
OPPS
41
Obsidian Personal Planning Solutions
Maryland
$4.03M +$387K +2,843 +11%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$3.92M +$916K +6,519 +31%
Creative Planning
43
Creative Planning
Kansas
$3.9M -$291K -2,073 -7%
BHB
44
Bank Hapoalim BM
Israel
$3.7M +$97.2K +692 +3%
CA
45
Cetera Advisors
Colorado
$3.58M +$1.54M +10,979 +76%
Corient Private Wealth
46
Corient Private Wealth
Florida
$3.57M +$2.92M +21,256 +449%
AWS
47
Atria Wealth Solutions
New York
$3.56M +$790K +5,619 +29%
HAS
48
HBW Advisory Services
California
$3.37M – – –
SA
49
Scarborough Advisors
Maryland
$3.33M +$253K +1,803 +8%
PAG
50
Private Advisor Group
New Jersey
$2.96M -$1.59M -11,313 -35%
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