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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

258 hedge funds and large institutions have $576M invested in SPDR S&P Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
84
Reduced
74
Closed
28
Calls
$1.47M
Puts
–
Net Calls
+$1.47M
Net Calls Change
-$443K

Top Buyers

1
LPL Financial
LPL Financial
California
$94.6M
2
Bank of America
Bank of America
North Carolina
$80.9M
3
CW
Connectus Wealth
Ohio
$5.7M
4
Morgan Stanley
Morgan Stanley
New York
$67.8M
5
HWM
Heirloom Wealth Management
Colorado
$4.1M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$7.98M
2
OPOWM
One Plus One Wealth Management
Florida
$0
3
CW
CreativeOne Wealth
Kansas
$0
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$4.47M
5
AWM
Apollon Wealth Management
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
151
Northern Trust
Illinois
$249K +$249K +2,221 New
MCWS
152
McKinley Carter Wealth Services
West Virginia
$249K +$249K +2,218 New
NA
153
NewEdge Advisors
Louisiana
$248K +$17.7K +158 +8%
VAM
154
Verity Asset Management
North Carolina
$244K +$18.8K +168 +8%
SWAG
155
Spectrum Wealth Advisory Group
California
$243K -$5.61K -50 -2%
FFA
156
Founders Financial Alliance
North Carolina
$242K -$2.69K -24 -1%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$239K -$37.8K -337 -14%
BJL
158
Brighton Jones LLC
Washington
$234K +$234K +2,090 New
CBFP
159
Cedar Brook Financial Partners
Ohio
$232K +$1.01K +9 +0.4%
SWA
160
SOA Wealth Advisors
New York
$231K +$224 +2 +0.1%
AAS
161
Avantax Advisory Services
Texas
$230K -$965K -8,608 -81%
ACS
162
Archford Capital Strategies
Illinois
$229K -$1.91K -17 -0.8%
Bank of New York Mellon
163
Bank of New York Mellon
New York
$225K +$224 +2 +0.1%
SCA
164
Sage Capital Advisors
South Dakota
$224K – – –
Renaissance Technologies
165
Renaissance Technologies
New York
$224K -$22.4K -200 -9%
Comerica Bank
166
Comerica Bank
Texas
$220K +$220K +1,960 New
FA
167
Flagstar Advisors
New York
$218K +$218K +1,947 New
PFO
168
Pathstone Family Office
New Jersey
$217K +$217K +1,932 New
WWM
169
Western Wealth Management
Colorado
$215K +$112 +1 +0.1%
LWA
170
Lowe Wealth Advisors
Maryland
$212K – – –
OWP
171
Obermeyer Wealth Partners
Colorado
$211K – – –
Franklin Resources
172
Franklin Resources
California
$211K +$59.3K +529 +39%
KIA
173
Kraematon Investment Advisors
Massachusetts
$211K -$16.7K -149 -7%
HAG
174
HF Advisory Group
Maryland
$206K -$13.1K -117 -6%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$203K -$1.79K -16 -0.9%
5 6
7
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