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SPDR S&P Aerospace & Defense ETF
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Overview Fund Activity

343 hedge funds and large institutions have $941M invested in SPDR S&P Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+12
Holders Change %
+3.63%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
48
Increased
126
Reduced
87
Closed
28
Calls
$2.52M
Puts
$140K
Net Calls
+$2.38M
Net Calls Change
+$59K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$12.9M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$5.56M
3
LPL Financial
3
LPL Financial
California
$149M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47M
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$2.88M

Top Sellers

1
KDA
1
Kraft Davis & Associates
Missouri
$0
2
SWP
2
Strategic Wealth Partners
Ohio
$0
3
Truist Financial
3
Truist Financial
North Carolina
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.2M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
I
201
INVST
Indiana
$262K +$262K +1,881 New
FAIM
202
Financial Advocates Investment Management
Washington
$260K +$4.34K +31 +2%
TCOT
203
Trust Company of Toledo
Ohio
$258K – – –
RJT
204
Raymond James Trust
Florida
$256K +$30.7K +219 +14%
WWM
205
Western Wealth Management
Colorado
$255K -$7.7K -55 -3%
AWA
206
Arkadios Wealth Advisors
Georgia
$253K +$49.1K +351 +24%
KA
207
Kovack Advisors
Florida
$251K +$251K +1,795 New
VAM
208
Verity Asset Management
North Carolina
$249K -$31.8K -227 -11%
MFG
209
Magnus Financial Group
New York
$248K -$27.2K -194 -10%
ISWM
210
Independent Solutions Wealth Management
New York
$247K -$9.8K -70 -4%
OIA
211
OneDigital Investment Advisors
Kansas
$245K +$12.5K +89 +5%
PIA
212
Powell Investment Advisors
Florida
$245K – – –
PWA
213
Prairie Wealth Advisors
Nebraska
$244K +$20.3K +145 +9%
AI
214
Atria Investments
North Carolina
$240K +$240K +1,715 New
US Bancorp
215
US Bancorp
Minnesota
$239K +$2.94K +21 +1%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$236K +$53K +378 +29%
GWP
217
Gateway Wealth Partners
Wisconsin
$234K +$234K +1,668 New
KIA
218
Kraematon Investment Advisors
Massachusetts
$227K +$140 +1 +0.1%
SFC
219
Strategic Financial Concepts
Texas
$226K +$218K +82,664 +2,746%
ACA
220
Aptus Capital Advisors
Alabama
$226K -$61.3K -438 -21%
FIM
221
Freedom Investment Management
Connecticut
$223K +$223K +1,590 New
AWA
222
Arete Wealth Advisors
Illinois
$219K +$219K +1,572 New
ICM
223
IMS Capital Management
Oregon
$216K -$15K -99 -6%
MWM
224
Mascoma Wealth Management
New Hampshire
$215K -$8.82K -63 -4%
RFP
225
Root Financial Partners
California
$215K – – –
7 8
9
10 11