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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 %
BRWA
76
B. Riley Wealth Advisors
Florida
$884K -$68.8K -614 -7%
TRCT
77
Tower Research Capital (TRC)
New York
$841K -$104K -928 -11%
OCBCO
78
Oversea-Chinese Banking Corp (OCBC)
Singapore
$824K -$712K -6,355 -46%
Mariner
79
Mariner
Kansas
$797K -$62.1K -554 -7%
FAIM
80
Financial Advocates Investment Management
Washington
$786K +$479K +4,272 +156%
EWM
81
Evercore Wealth Management
New York
$776K +$31.6K +282 +4%
MML Investors Services
82
MML Investors Services
Massachusetts
$745K -$1.46K -13 -0.2%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$731K +$731K +6,522 New
BW
84
Bison Wealth
Georgia
$706K +$224 +2 +0%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$689K +$225K +2,008 +49%
SWM
86
Stapp Wealth Management
Washington
$615K -$1.35K -12 -0.2%
FFN
87
Focus Financial Network
Minnesota
$611K +$213K +1,901 +53%
PWS
88
Private Wealth Strategies
Ohio
$592K -$23.2K -207 -4%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$588K +$588K +5,244 New
Corient Private Wealth
90
Corient Private Wealth
Florida
$568K +$343K +3,063 +153%
AAS
91
Ameritas Advisory Services
Nebraska
$566K +$11.8K +101 +2%
DS
92
DRW Securities
Illinois
$558K +$558K +4,982 New
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$532K -$177K -1,582 -25%
GRP
94
Global Retirement Partners
California
$531K +$77.7K +709 +17%
FHA
95
First Horizon Advisors
Tennessee
$517K – – –
RTL
96
Red Tortoise LLC
Georgia
$509K +$560 +5 +0.1%
WA
97
Wambolt & Associates
Colorado
$477K -$31.7K -286 -6%
FCA
98
FLC Capital Advisors
California
$476K +$476K +4,248 New
BMCM
99
Bryn Mawr Capital Management
Pennsylvania
$452K +$452K +4,028 New
NS
100
NBC Securities
Alabama
$439K +$439K +3,919 New
2 3
4
5 6