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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

367 hedge funds and large institutions have $1.15B invested in SPDR S&P Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 142 increasing their positions, 87 reducing their positions, and 23 closing their positions.

Holders
367
Holders Change
+25
Holders Change %
+7.31%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
56
Increased
142
Reduced
87
Closed
23
Calls
$3.65M
Puts
$746K
Net Calls
+$2.9M
Net Calls Change
-$795K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$197M
2
Wells Fargo
2
Wells Fargo
California
$39.6M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$15M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$16.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$26.2M

Top Sellers

1
DCM
1
DME Capital Management
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.1M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.96M
4
SA
4
Scarborough Advisors
Maryland
$239K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$8.34M 50,287 +10,323 +26%
CA
27
CoreCap Advisors
Michigan
$7.55M 45,533 +1,555 +4%
CFGS
28
Concourse Financial Group Securities
Alabama
$6.58M 36,753 +2,371 +7%
Lido Advisors
29
Lido Advisors
California
$6.43M 38,780 +1,358 +4%
OPPS
30
Obsidian Personal Planning Solutions
Maryland
$6.38M 36,341 +1,559 +4%
BCM
31
Bourgeon Capital Management
Connecticut
$6.34M 38,248 -304 -0.8%
FCA
32
FLC Capital Advisors
California
$6.03M 36,378 +9 +0%
WAS
33
WESPAC Advisors SoCal
California
$5.4M 32,584 +19,797 +155%
Corient Private Wealth
34
Corient Private Wealth
Florida
$4.94M 29,766 +426 +1%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$4.66M 28,129 -13,791 -33%
Truist Financial
36
Truist Financial
North Carolina
$4.23M 25,540 +10,672 +72%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.73M 22,472 +664 +3%
PAG
38
Private Advisor Group
New Jersey
$3.62M 21,861 +2,617 +14%
AWS
39
Atria Wealth Solutions
New York
$3.56M 21,463 +1,799 +9%
Creative Planning
40
Creative Planning
Kansas
$3.52M 21,231 -1,336 -6%
MIFH
41
Migdal Insurance & Financial Holdings
Israel
$3.51M 21,138 -4,061 -16%
CF
42
Centaurus Financial
California
$3.48M 21,012 +450 +2%
SA
43
SFI Advisors
New Jersey
$3.4M 20,483 -348 -2%
IWM
44
IHT Wealth Management
Illinois
$3.35M 20,229 +1,991 +11%
IAA
45
Independent Advisor Alliance
North Carolina
$3.15M 18,984 +18,984 New
OC
46
Oppenheimer & Co
New York
$3.15M 18,974 +5,231 +38%
PSF
47
Pacific Sun Financial
California
$3.1M 18,704 +105 +0.6%
FIA
48
Foundations Investment Advisors
Arizona
$3.1M 18,687 -12,163 -39%
PWM
49
Perigon Wealth Management
California
$3.06M 17,831 -1,269 -7%
Brown Advisory
50
Brown Advisory
Maryland
$3.05M 18,387 +7 +0%
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