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SPDR S&P Aerospace & Defense ETF

250 hedge funds and large institutions have $537M invested in SPDR S&P Aerospace & Defense ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 69 reducing their positions, and 27 closing their positions.

Holders
250
Holders Change
Holders Change %
0%
% of All Funds
4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
89
Reduced
69
Closed
27
Calls
$2.23M
Puts
$444K
Net Calls
+$1.78M
Net Calls Change
+$592K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$84.6M 723,878 +79,763 +12%
Bank of America
2
Bank of America
North Carolina
$66M 564,948 +5,273 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$61.2M 523,104 +7,939 +2%
CA
4
Cumberland Advisors
Florida
$22.7M 194,240 -8,680 -4%
UBS Group
5
UBS Group
Switzerland
$20.5M 175,746 -11,643 -6%
Wells Fargo
6
Wells Fargo
California
$20M 170,991 +22,672 +15%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$19.3M 165,438 +63,091 +62%
Goldman Sachs
8
Goldman Sachs
New York
$13.3M 113,783 -796 -0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.75M 83,368 -75,317 -47%
RJA
10
Raymond James & Associates
Florida
$8.66M 74,116 +6,150 +9%
MIFH
11
Migdal Insurance & Financial Holdings
Israel
$8.11M 69,669 +14,798 +27%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.24M 61,908 +7,139 +13%
Ameriprise
13
Ameriprise
Minnesota
$5.84M 50,136 +23,841 +91%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.82M 49,760 +4,066 +9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.45M 46,587 -22,638 -33%
LFGH
16
Lee Financial Group Hawaii
Hawaii
$5.28M 45,130 -128 -0.3%
GW
17
GW & Wade
Massachusetts
$5.25M 44,931 +42,222 +1,559%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$4.98M 42,559 +31,101 +271%
HAS
19
HBW Advisory Services
California
$4.94M 42,281 +13,037 +45%
QAM
20
Q3 Asset Management
Michigan
$4.78M 40,895 +13,633 +50%
HWM
21
Heirloom Wealth Management
Colorado
$4.76M 40,710 +40,710 New
CI
22
Cavalier Investments
Georgia
$4.75M 40,610 +2,357 +6%
Stifel Financial
23
Stifel Financial
Missouri
$4.65M 39,737 +13,067 +49%
CFGS
24
Concourse Financial Group Securities
Alabama
$4.62M 39,481 -573 -1%
Creative Planning
25
Creative Planning
Kansas
$4.16M 35,594 -3,627 -9%