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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 %
SLC
201
Second Line Capital
Louisiana
$270K -$40.6K -289 -13%
SG
202
StoneX Group
New York
$266K +$12.6K +90 +5%
OWP
203
Obermeyer Wealth Partners
Colorado
$265K – – –
WWM
204
Western Wealth Management
Colorado
$264K -$14.5K -103 -5%
CFD
205
Creative Financial Designs
Indiana
$261K +$89.4K +636 +52%
TCOT
206
Trust Company of Toledo
Ohio
$259K – – –
ISWM
207
Independent Solutions Wealth Management
New York
$258K -$2.81K -20 -1%
FAIM
208
Financial Advocates Investment Management
Washington
$257K -$39.3K -280 -13%
ACS
209
Archford Capital Strategies
Illinois
$253K +$422 +3 +0.2%
OCM
210
Objective Capital Management
Ohio
$251K – – –
PIA
211
Powell Investment Advisors
Florida
$246K – – –
EWA
212
Evolution Wealth Advisors
Florida
$245K – – –
US Bancorp
213
US Bancorp
Minnesota
$237K +$26.6K +189 +13%
OIA
214
OneDigital Investment Advisors
Kansas
$233K +$233K +1,661 New
Comerica Bank
215
Comerica Bank
Texas
$230K -$56.2K -400 -20%
CIS
216
Custom Index Systems
New York
$230K -$177K -1,258 -43%
KIA
217
Kraematon Investment Advisors
Massachusetts
$228K -$6.88K -49 -3%
DA
218
Dash Acquisitions
California
$228K +$228K +1,723 New
RJT
219
Raymond James Trust
Florida
$226K +$226K +1,607 New
PMAM
220
Picton Mahoney Asset Management
Ontario, Canada
$225K +$70.3K +500 +45%
MWM
221
Mascoma Wealth Management
New Hampshire
$225K +$12.5K +89 +6%
PWA
222
Prairie Wealth Advisors
Nebraska
$224K +$224K +1,595 New
JIR
223
James Investment Research
Ohio
$224K +$224K +1,591 New
RFP
224
Root Financial Partners
California
$216K – – –
ICM
225
IMS Capital Management
Oregon
$215K +$141 +1 +0.1%
7 8
9
10 11