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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 %
WWM
101
WJ Wealth Management
Arizona
$980K 7,000 +7,000 New
MIM
102
Meixler Investment Management
Arizona
$962K 6,874 +4,364 +174%
SF
103
Summit Financial
New Jersey
$947K 6,767 +2,977 +79%
RIA
104
Realta Investment Advisors
Delaware
$928K 6,628 -706 -10%
BW
105
Bison Wealth
Georgia
$857K 6,100 – –
FIA
106
Foundations Investment Advisors
Arizona
$837K 5,978 -467 -7%
FP
107
FFG Partners
Florida
$824K 5,884 -621 -10%
SWM
108
Stapp Wealth Management
Washington
$808K 5,772 +236 +4%
RWA
109
Redhawk Wealth Advisors
Minnesota
$795K 5,680 -35 -0.6%
SWM
110
Spire Wealth Management
Virginia
$792K 5,655 +1,330 +31%
FA
111
Flagstar Advisors
New York
$782K 5,590 +356 +7%
WAM
112
Worth Asset Management
Texas
$734K 5,246 +110 +2%
PWS
113
Private Wealth Strategies
Ohio
$708K 5,061 +5 +0.1%
Vontobel Holding
114
Vontobel Holding
Switzerland
$700K 5,000 – –
RRCM
115
Rappaport Reiches Capital Management
Illinois
$694K 4,959 +536 +12%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$664K 4,740 +995 +27%
BEAM
117
Baker Ellis Asset Management
Washington
$654K 4,670 +2,470 +112%
RTL
118
Red Tortoise LLC
Georgia
$638K 4,560 +6 +0.1%
CCFM
119
Clear Creek Financial Management
Washington
$616K 4,402 +36 +0.8%
FHA
120
First Horizon Advisors
Tennessee
$582K 4,157 – –
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$569K 4,068 -246 -6%
IA
122
IFG Advisory
Georgia
$568K 4,054 +4,054 New
FA
123
Fortis Advisors
Pennsylvania
$556K 3,971 +36 +0.9%
NS
124
NBC Securities
Alabama
$552K 3,944 -101 -2%
BWP
125
Balboa Wealth Partners
Arizona
$543K 3,879 -65 -2%
3 4
5
6 7