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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 Market Value Shares Shares
Change 		Shares
Change %
EH
76
Equitable Holdings
New York
$1.74M 11,088 -167 -1%
SFS
77
Sowell Financial Services
Arkansas
$1.74M 11,041 -131 -1%
SEIA
78
Signature Estate & Investment Advisors
California
$1.6M 10,152 +25 +0.2%
WIA
79
World Investment Advisors
California
$1.55M 9,838 +402 +4%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$1.51M 9,605 +51 +0.5%
MWM
81
MGB Wealth Management
Texas
$1.51M 9,571 -1,110 -10%
PS
82
Principal Securities
Iowa
$1.5M 9,547 +1,511 +19%
OPS
83
Orion Portfolio Solutions
Nebraska
$1.47M 9,334 -405 -4%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.47M 9,334 -405 -4%
WA
85
Waverly Advisors
Alabama
$1.35M 8,608 -134 -2%
Prudential Financial
86
Prudential Financial
New Jersey
$1.35M 8,594 -10,200 -54%
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.35M 8,563 +205 +2%
BRWA
88
B. Riley Wealth Advisors
Florida
$1.34M 8,489 +241 +3%
AAS
89
Ameritas Advisory Services
Nebraska
$1.34M 8,485 +784 +10%
PCM
90
Prelude Capital Management
New York
$1.26M 7,990 – –
AAS
91
Avantax Advisory Services
Texas
$1.16M 7,369 -726 -9%
SF
92
Summit Financial
New Jersey
$1.11M 7,067 +300 +4%
WWM
93
WJ Wealth Management
Arizona
$1.1M 7,000 – –
MIM
94
Meixler Investment Management
Arizona
$1.1M 6,961 +87 +1%
EWM
95
Evercore Wealth Management
New York
$1.09M 6,923 -1,600 -19%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$1.07M 6,830 +5,846 +594%
FTUS
97
Flow Traders U.S.
New York
$1.07M 6,800 -492 -7%
GVAG
98
Great Valley Advisor Group
Delaware
$1.07M 6,776 -656 -9%
FAIM
99
Financial Advocates Investment Management
Washington
$962K 6,117 +4,257 +229%
FP
100
FFG Partners
Florida
$934K 5,939 +55 +0.9%
2 3
4
5 6