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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

343 hedge funds and large institutions have $941M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 87 reducing their positions, and 28 closing their positions.

Holders
343
Holders Change
+12
Holders Change %
+3.63%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
48
Increased
126
Reduced
87
Closed
28
Calls
$2.52M
Puts
$140K
Net Calls
+$2.38M
Net Calls Change
+$59K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$12.9M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$5.56M
3
LPL Financial
3
LPL Financial
California
$149M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$2.88M

Top Sellers

1
KDA
1
Kraft Davis & Associates
Missouri
$0
2
SWP
2
Strategic Wealth Partners
Ohio
$0
3
Truist Financial
3
Truist Financial
North Carolina
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.2M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
76
Sowell Financial Services
Arkansas
$1.56M 11,172 -9,807 -47%
MWM
77
MGB Wealth Management
Texas
$1.53M 10,681 -30 -0.3%
WAS
78
WESPAC Advisors SoCal
California
$1.5M 10,695 +10,695 New
SEIA
79
Signature Estate & Investment Advisors
California
$1.42M 10,127 +10,127 New
WA
80
WBH Advisory
Maryland
$1.4M 9,966 +225 +2%
IA
81
IFP Advisors
Florida
$1.38M 9,835 +7 +0.1%
BCI
82
Brinker Capital Investments
Pennsylvania
$1.36M 9,739 +95 +1%
OPS
83
Orion Portfolio Solutions
Nebraska
$1.36M 9,739 +95 +1%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$1.34M 9,554 +25 +0.3%
WIA
85
World Investment Advisors
California
$1.32M 9,436 +6,652 +239%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$1.3M 9,301 +4,925 +113%
WA
87
Waverly Advisors
Alabama
$1.22M 8,742 -424 -5%
EWM
88
Evercore Wealth Management
New York
$1.19M 8,523 – –
IWC
89
Integrated Wealth Concepts
Massachusetts
$1.17M 8,358 +528 +7%
BRWA
90
B. Riley Wealth Advisors
Florida
$1.15M 8,248 +358 +5%
AAS
91
Avantax Advisory Services
Texas
$1.13M 8,095 -4,520 -36%
PS
92
Principal Securities
Iowa
$1.12M 8,036 +290 +4%
PCM
93
Prelude Capital Management
New York
$1.12M 7,990 – –
FAM
94
Family Asset Management
South Carolina
$1.1M 7,875 +26 +0.3%
SWA
95
Stratos Wealth Advisors
Ohio
$1.09M 7,760 -36 -0.5%
AAS
96
Ameritas Advisory Services
Nebraska
$1.08M 7,701 +48 +0.6%
QWM
97
Quadcap Wealth Management
Texas
$1.07M 7,634 +4,262 +126%
GVAG
98
Great Valley Advisor Group
Delaware
$1.04M 7,432 -8,345 -53%
FTUS
99
Flow Traders U.S.
New York
$1.02M 7,292 +7,292 New
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$1.01M 7,177 -5,412 -43%
2 3
4
5 6