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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 %
MFG
201
Magnus Financial Group
New York
$254K +$254K +1,873 New
ISWM
202
Independent Solutions Wealth Management
New York
$251K -$54.2K -400 -18%
TCOT
203
Trust Company of Toledo
Ohio
$250K +$250K +1,845 New
SG
204
StoneX Group
New York
$244K +$244K +1,800 New
ACM
205
Armbruster Capital Management
New York
$243K +$243K +1,795 New
ACS
206
Archford Capital Strategies
Illinois
$243K -$33.2K -245 -12%
OCM
207
Objective Capital Management
Ohio
$242K – – –
VAM
208
Verity Asset Management
North Carolina
$242K -$52.5K -388 -18%
HAG
209
HF Advisory Group
Maryland
$239K -$9.07K -67 -4%
PIA
210
Powell Investment Advisors
Florida
$237K +$237K +1,750 New
EWA
211
Evolution Wealth Advisors
Florida
$236K +$236K +1,745 New
KWA
212
Kingswood Wealth Advisors
California
$232K +$232K +1,711 New
AWA
213
Arete Wealth Advisors
Illinois
$226K +$226K +1,672 New
KIA
214
Kraematon Investment Advisors
Massachusetts
$226K -$28K -207 -11%
KA
215
Kovack Advisors
Florida
$225K +$225K +1,660 New
SCA
216
Snowden Capital Advisors
New York
$220K +$220K +1,625 New
ACA
217
Aptus Capital Advisors
Alabama
$216K -$10.3K -76 -5%
USCWA
218
U.S. Capital Wealth Advisors
Texas
$215K +$215K +1,584 New
RFP
219
Root Financial Partners
California
$208K +$208K +1,535 New
ICM
220
IMS Capital Management
Oregon
$207K +$207K +1,530 New
BCM
221
Brookstone Capital Management
Illinois
$206K +$206K +1,519 New
PSCM
222
Per Stirling Capital Management
Texas
$205K +$205K +1,514 New
MWM
223
Mascoma Wealth Management
New Hampshire
$205K +$1.35K +10 +0.7%
PWA
224
PCG Wealth Advisors
Kansas
$204K +$204K +1,504 New
US Bancorp
225
US Bancorp
Minnesota
$203K -$14.5K -107 -7%
7 8
9
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