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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

331 hedge funds and large institutions have $951M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
44
Increased
115
Reduced
90
Closed
33
Calls
$2.41M
Puts
$84K
Net Calls
+$2.32M
Net Calls Change
-$519K

Top Buyers

1
HCMG
1
Howard Capital Management Group
California
$18.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$12.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.6M
4
LPL Financial
4
LPL Financial
California
$146M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$5.35M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.6M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$99K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.3M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
176
Paragon Financial Partners
California
$335K +$421 +3 +0.1%
PTC
177
Private Trust Company
Ohio
$329K -$52.3K -372 -14%
PCIA
178
Prime Capital Investment Advisors
Kansas
$329K +$2.11K +15 +0.6%
CIBC World Market
179
CIBC World Market
Ontario, Canada
$326K – – –
NEPWA
180
New England Private Wealth Advisors
Massachusetts
$318K – – –
RIA
181
Regal Investment Advisors
Michigan
$312K +$312K +2,223 New
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$312K -$19.1K -136 -6%
BEAM
183
Baker Ellis Asset Management
Washington
$309K – – –
ACM
184
Armbruster Capital Management
New York
$304K +$51.3K +365 +20%
FFA
185
Founders Financial Alliance
North Carolina
$300K +$11.4K +81 +4%
GEA
186
Glen Eagle Advisors
New Jersey
$299K -$4.92K -35 -2%
JPLA
187
Joseph P. Lucia & Associates
New York
$296K -$64.6K -460 -18%
ICG
188
InterOcean Capital Group
Tennessee
$293K -$4.08K -29 -1%
BFA
189
Bright Financial Advisors
Michigan
$292K +$292K +2,115 New
SWA
190
SOA Wealth Advisors
New York
$291K +$281 +2 +0.1%
ACA
191
Aptus Capital Advisors
Alabama
$288K +$64.5K +459 +29%
ARC
192
Advisor Resource Council
Texas
$287K -$2.88M -21,233 -91%
VAM
193
Verity Asset Management
North Carolina
$282K +$31.3K +223 +12%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$281K -$141 -1 -0%
SCA
195
Sage Capital Advisors
South Dakota
$281K – – –
Northern Trust
196
Northern Trust
Illinois
$279K -$617K -4,392 -69%
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$277K +$4.22K +30 +2%
SWAG
198
Spectrum Wealth Advisory Group
California
$277K – – –
MFG
199
Magnus Financial Group
New York
$276K +$12.6K +90 +5%
KPWS
200
Kestra Private Wealth Services
Texas
$273K -$13.8K -98 -5%
6 7
8
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