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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

151 hedge funds and large institutions have $825M invested in SPDR S&P Aerospace & Defense ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+14
Holders Change %
+10.22%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
26
Increased
72
Reduced
31
Closed
11
Calls
$609K
Puts
$926K
Net Calls
-$317K
Net Calls Change
-$232K

Top Buyers

1
MIH
Meitav Investment House
Israel
$26.4M
2
Citigroup
Citigroup
New York
$234M
3
Bank of America
Bank of America
North Carolina
$65.1M
4
LPL Financial
LPL Financial
California
$36.3M
5
BHB
Bank Hapoalim BM
Israel
$16.6M

Top Sellers

1
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$3.12M
2
NWP
Northstar Wealth Partners
Connecticut
$0
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.7M
4
CF
Centaurus Financial
California
$182
5
CA
Cetera Advisors
Colorado
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
126
River Wealth Advisors
Pennsylvania
$25K – – –
FHA
127
Flagship Harbor Advisors
Massachusetts
$25K +$25K +250 New
VNA
128
Valley National Advisers
Pennsylvania
$21K – – –
EDRH
129
Edmond de Rothschild Holding
Switzerland
$21K +$21K +210 New
FHB
130
First Hawaiian Bank
Hawaii
$21K +$21K +214 New
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$20.1K – – –
GWM
132
Geneos Wealth Management
Colorado
$19K -$9.5K -100 -33%
RFM
133
Royal Fund Management
Florida
$19K +$19K +200 New
AIM
134
Advantage Investment Management
Iowa
$18K -$2.53K -26 -12%
GRP
135
Global Retirement Partners
California
$18K – – –
RCG
136
Ruggie Capital Group
Florida
$18K – – –
AWM
137
AllSquare Wealth Management
New York
$14K – – –
WAS
138
WESPAC Advisors SoCal
California
$13K – – –
APP
139
Avantax Planning Partners
Iowa
$11K +$11K +107 New
WF
140
WealthTrust Fairport
Ohio
$11K +$11K +109 New
CTC
141
Central Trust Company
Missouri
$10K – – –
SIAP
142
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$10K +100 New
ONST
143
Old North State Trust
North Carolina
$10K +$10K +100 New
MSFP
144
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
AOWM
145
Alpha Omega Wealth Management
Virginia
$6K – – –
JFA
146
JNBA Financial Advisors
Minnesota
$6K +$6K +65 New
CAL
147
Capital Analysts LLC
Pennsylvania
$2K – – –
MIM
148
Macroview Investment Management
Maryland
$2K +$2K +20 New
PS
149
Portfolio Strategies
New York
$1K +$1K +10 New
CF
150
Centaurus Financial
California
$182 -$514K -5,649 -100%
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