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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 %
Franklin Resources
151
Franklin Resources
California
$453K +$483 +3 +0.1%
GPA
152
Guerra Pan Advisors
New Jersey
$451K – – –
CAL
153
Capital Analysts LLC
Pennsylvania
$434K +$42.6K +271 +11%
P
154
&Partners
Tennessee
$428K +$428K +2,719 New
MCWS
155
McKinley Carter Wealth Services
West Virginia
$425K – – –
PCIA
156
Prime Capital Investment Advisors
Kansas
$418K +$71.7K +456 +21%
BCM
157
Brookstone Capital Management
Illinois
$416K -$23.1K -147 -5%
KPWS
158
Kestra Private Wealth Services
Texas
$411K +$80.1K +509 +24%
FTS
159
Fifth Third Securities
Ohio
$405K +$1.1K +7 +0.3%
MTIC
160
Missouri Trust & Investment Company
Missouri
$404K – – –
Luther King Capital Management (LKCM)
161
Luther King Capital Management (LKCM)
Texas
$393K -$350K – –
KIA
162
KCM Investment Advisors
California
$389K – – –
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$385K -$1.57K -10 -0.4%
ASN
164
Advisory Services Network
Georgia
$383K – – –
CA
165
Clearstead Advisors
Ohio
$383K +$212K +1,349 +125%
PTC
166
Private Trust Company
Ohio
$379K +$19.4K +123 +5%
CAM
167
Cypress Asset Management
Texas
$377K +$12.6K +80 +3%
PFP
168
Paragon Financial Partners
California
$376K +$472 +3 +0.1%
FFN
169
Focus Financial Network
Minnesota
$373K -$207K -1,315 -36%
MSAM
170
Moloney Securities Asset Management
Missouri
$372K -$4.41K -28 -1%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$370K -$760K -4,826 -67%
RWA
172
Redhawk Wealth Advisors
Minnesota
$366K -$527K -3,353 -59%
SG
173
StoneX Group
New York
$366K +$64.5K +410 +21%
SA
174
Sanctuary Advisors
Indiana
$365K -$148K -859 -29%
NEPWA
175
New England Private Wealth Advisors
Massachusetts
$363K +$2.83K +18 +0.8%
5 6
7
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