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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.

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 %
BCM
26
Bourgeon Capital Management
Connecticut
$6.07M – – –
Lido Advisors
27
Lido Advisors
California
$5.89M -$57.1K -363 -1%
FCA
28
FLC Capital Advisors
California
$5.72M +$32.3K +205 +0.6%
CFGS
29
Concourse Financial Group Securities
Alabama
$5.41M -$1.52M -9,661 -22%
OPPS
30
Obsidian Personal Planning Solutions
Maryland
$5.35M +$495K +3,218 +10%
FIA
31
Foundations Investment Advisors
Arizona
$4.85M +$3.91M +24,872 +416%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$4.74M +$8.81K +56 +0.2%
MIH
33
Meitav Investment House
Israel
$4.69M +$469K +3,005 +11%
Corient Private Wealth
34
Corient Private Wealth
Florida
$4.62M -$21.9K -139 -0.5%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$4.57M +$4.24M +27,055 +1,274%
MIFH
36
Migdal Insurance & Financial Holdings
Israel
$3.96M +$740K +4,712 +23%
RPGK
37
Retirement Planning Group (Kansas)
Kansas
$3.62M -$2.63M -16,722 -42%
Two Sigma Investments
38
Two Sigma Investments
New York
$3.56M +$3.32M +21,100 +1,407%
Creative Planning
39
Creative Planning
Kansas
$3.55M -$284K -1,805 -7%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.43M -$333K -2,114 -9%
SA
41
SFI Advisors
New Jersey
$3.28M +$24.7K +157 +0.8%
CF
42
Centaurus Financial
California
$3.24M -$1.69M -10,714 -34%
AWS
43
Atria Wealth Solutions
New York
$3.09M -$1.18M -7,472 -28%
PAG
44
Private Advisor Group
New Jersey
$3.03M +$443K +2,814 +17%
PWM
45
Perigon Wealth Management
California
$3.01M -$9.44K -60 -0.3%
KAS
46
Kestra Advisory Services
Texas
$2.94M -$282K -1,790 -9%
PSF
47
Pacific Sun Financial
California
$2.93M -$40.9K -260 -1%
Brown Advisory
48
Brown Advisory
Maryland
$2.89M +$12.6K +80 +0.4%
IWM
49
IHT Wealth Management
Illinois
$2.87M +$124K +789 +5%
SA
50
Scarborough Advisors
Maryland
$2.87M -$1.14M -7,216 -28%
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