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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

219 hedge funds and large institutions have $374M invested in SPDR S&P Aerospace & Defense ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 30 closing their positions.

Holders
219
Holders Change
-10
Holders Change %
-4.37%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
68
Reduced
65
Closed
30
Calls
$744K
Puts
$266K
Net Calls
+$478K
Net Calls Change
-$39K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.8M
2
Wells Fargo
2
Wells Fargo
California
$14M
3
CI
3
Cavalier Investments
Georgia
$3.69M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$7.56M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$2.22M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$20.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.6M
3
EWP
3
Engrave Wealth Partners
Texas
$0
4
EWA
4
Evolution Wealth Advisors
Florida
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPLA
101
Joseph P. Lucia & Associates
New York
$300K 3,275 – –
KWM
102
Kingsview Wealth Management
Oregon
$296K 3,224 +27 +0.8%
UID
103
Union Investments & Development
Israel
$295K 3,215 – –
9WM
104
9258 Wealth Management
Ohio
$293K 3,200 – –
PWA
105
PCG Wealth Advisors
Kansas
$278K 3,028 +3,028 New
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$277K 3,024 -89 -3%
Citigroup
107
Citigroup
New York
$277K 3,019 -144 -5%
OCM
108
Objective Capital Management
Ohio
$277K 3,023 +2 +0.1%
PD
109
Planning Directions
Pennsylvania
$276K 3,007 +4 +0.1%
ARC
110
Advisor Resource Council
Texas
$275K 2,997 -24,389 -89%
GPA
111
Guerra Pan Advisors
New Jersey
$275K 2,867 – –
1832 Asset Management
112
1832 Asset Management
Ontario, Canada
$261K 2,846 – –
MWM
113
Meridian Wealth Management
Kentucky
$250K 2,725 – –
USCWA
114
U.S. Capital Wealth Advisors
Texas
$248K 2,704 -1,566 -37%
AWM
115
AE Wealth Management
Kansas
$248K 2,704 -317 -10%
WA
116
WBH Advisory
Maryland
$246K 2,684 +475 +22%
IWC
117
Integrated Wealth Concepts
Massachusetts
$245K 2,669 -183 -6%
OC
118
Oppenheimer & Co
New York
$237K 2,588 +82 +3%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$236K 2,575 -669 -21%
MFP
120
Meridian Financial Partners
Virginia
$233K 2,500 – –
ISWM
121
Independent Solutions Wealth Management
New York
$230K 2,505 – –
Luther King Capital Management (LKCM)
122
Luther King Capital Management (LKCM)
Texas
– – – –
KIA
123
KCM Investment Advisors
California
$227K 2,473 – –
MTIC
124
Missouri Trust & Investment Company
Missouri
$226K 2,470 – –
LTI
125
Laffer Tengler Investments
Tennessee
$215K 2,348 +479 +26%
3 4
5
6 7