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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.

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
1
Morgan Stanley
New York
$184M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$35.2M
3
LPL Financial
3
LPL Financial
California
$135M
4
GC
4
Greenlight Capital
New York
$17.6M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$18.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.9M
2
UBS Group
2
UBS Group
Switzerland
$19.1M
3
HWM
3
Heirloom Wealth Management
Colorado
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.81M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$184M 1,360,714 +755,852 +125%
LPL Financial
2
LPL Financial
California
$135M 998,941 +155,318 +18%
Bank of America
3
Bank of America
North Carolina
$102M 755,529 +33,949 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35.2M 260,186 +186,307 +252%
CA
5
Cumberland Advisors
Florida
$24.5M 181,249 -7,831 -4%
Wells Fargo
6
Wells Fargo
California
$21M 155,353 -4,269 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$19.8M 146,339 +29,488 +25%
UBS Group
8
UBS Group
Switzerland
$19.1M 140,728 -31,414 -18%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$18.2M 134,748 +63,542 +89%
GC
10
Greenlight Capital
New York
$17.6M 129,667 +129,667 New
Goldman Sachs
11
Goldman Sachs
New York
$14.9M 110,192 -51,717 -32%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.9M 102,867 +36,304 +55%
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$11.9M 87,806 +47,856 +120%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.6M 85,877 +34,365 +67%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$11.5M 84,599 +39,311 +87%
RJA
16
Raymond James & Associates
Florida
$11.3M 83,251 +9,148 +12%
GKWIM
17
Gerber Kawasaki Wealth & Investment Management
California
$9.39M 69,329 +20,935 +43%
MML Investors Services
18
MML Investors Services
Massachusetts
$8.79M 64,901 +58,256 +877%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$8.64M 63,783 +40,241 +171%
Ameriprise
20
Ameriprise
Minnesota
$8.42M 62,295 +15,452 +33%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$8.2M 60,521 -5,718 -9%
KDA
22
Kraft Davis & Associates
Missouri
$8.12M 62,793 -1,606 -2%
SWP
23
Strategic Wealth Partners
Ohio
$6.6M 48,726 +48,726 New
CAN
24
Cetera Advisor Networks
California
$6.48M 47,843 +10,324 +28%
CW
25
Connectus Wealth
Ohio
$6.45M 47,622 -3,237 -6%
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