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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

328 hedge funds and large institutions have $975M invested in SPDR S&P Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 108 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+70
Holders Change %
+27.13%
% of All Funds
4.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
92
Increased
108
Reduced
73
Closed
17
Calls
$3.11M
Puts
$271K
Net Calls
+$2.84M
Net Calls Change
+$1.37M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$184M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.2M
3
LPL Financial
LPL Financial
California
$135M
4
GC
Greenlight Capital
New York
$17.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$18.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$14.9M
2
UBS Group
UBS Group
Switzerland
$19.1M
3
HWM
Heirloom Wealth Management
Colorado
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$1.81M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$322K +$1.23K +9 +0.4%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$321K +$248K +1,830 +339%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$317K +$72.2K +533 +29%
PCIA
179
Prime Capital Investment Advisors
Kansas
$315K +$12.2K +90 +4%
CIBC World Market
180
CIBC World Market
Ontario, Canada
$314K – – –
NEPWA
181
New England Private Wealth Advisors
Massachusetts
$310K -$76.2K -563 -20%
CAM
182
Cypress Asset Management
Texas
$305K -$19.6K -145 -6%
SLC
183
Second Line Capital
Louisiana
$300K +$300K +2,213 New
BEAM
184
Baker Ellis Asset Management
Washington
$298K +$298K +2,200 New
GEA
185
Glen Eagle Advisors
New Jersey
$293K -$16.9K -125 -5%
ICG
186
InterOcean Capital Group
Tennessee
$287K -$45.5K -336 -14%
FAIM
187
Financial Advocates Investment Management
Washington
$286K -$664K -4,906 -70%
AFA
188
Atlas Financial Advisors
California
$282K +$282K +2,085 New
SWA
189
SOA Wealth Advisors
New York
$280K +$812 +6 +0.3%
Franklin Resources
190
Franklin Resources
California
$279K +$24.2K +179 +10%
FFA
191
Founders Financial Alliance
North Carolina
$279K -$14.2K -105 -5%
KPWS
192
Kestra Private Wealth Services
Texas
$277K +$277K +2,043 New
Comerica Bank
193
Comerica Bank
Texas
$276K +$10.4K +77 +4%
RRCM
194
Rappaport Reiches Capital Management
Illinois
$275K +$275K +2,034 New
Bank of New York Mellon
195
Bank of New York Mellon
New York
$271K – – –
SCA
196
Sage Capital Advisors
South Dakota
$271K – – –
WWM
197
Western Wealth Management
Colorado
$268K +$8.8K +65 +3%
SWAG
198
Spectrum Wealth Advisory Group
California
$267K -$27K -199 -9%
Pathstone Holdings
199
Pathstone Holdings
New Jersey
$263K +$263K +1,944 New
OWP
200
Obermeyer Wealth Partners
Colorado
$255K – – –
6 7
8
9 10