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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$587K +$33.8K +215 +6%
ACM
127
Avalon Capital Management
California
$585K – – –
PGFC
128
Peapack-Gladstone Financial Corp
New Jersey
$574K – – –
AFA
129
Atlas Financial Advisors
California
$562K +$80.9K +514 +17%
Citigroup
130
Citigroup
New York
$556K – – –
CRC
131
Curi RMB Capital
Illinois
$551K – – –
FAM
132
Formidable Asset Management
Ohio
$551K – – –
PD
133
Planning Directions
Pennsylvania
$536K -$7.55K -48 -1%
JIP
134
Jaffetilchin Investment Partners
Florida
$535K -$17.2K -109 -3%
IA
135
IFP Advisors
Florida
$530K -$1.02M -6,465 -66%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$529K +$76.9K +489 +17%
SIG
137
Spinnaker Investment Group
California
$521K +$35.4K +225 +7%
MA
138
Mutual Advisors
Nebraska
$497K +$96.5K +608 +24%
JWCA
139
J.W. Cole Advisors
Florida
$480K -$7.08K -45 -1%
9WM
140
9258 Wealth Management
Ohio
$480K – – –
GS
141
GTS Securities
New York
$479K +$479K +3,044 New
SIC
142
Salem Investment Counselors
North Carolina
$472K – – –
SCA
143
Snowden Capital Advisors
New York
$470K – – –
BBA
144
BLB&B Advisors
Pennsylvania
$468K – – –
MCC
145
Money Concepts Capital
Florida
$464K -$21.1K -134 -4%
SPIA
146
Steward Partners Investment Advisory
New York
$464K +$47.5K +302 +11%
GRP
147
Global Retirement Partners
California
$464K -$84.6K -538 -15%
FFA
148
Founders Financial Alliance
North Carolina
$462K +$109K +694 +31%
MWM
149
Meridian Wealth Management
Kentucky
$459K -$1.26K -8 -0.3%
CIAS
150
Capital Investment Advisory Services
North Carolina
$459K -$14.3K -91 -3%
4 5
6
7 8