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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$149M 1,065,669 +28,069 +3%
Bank of America
2
Bank of America
North Carolina
$112M 798,691 +10,565 +1%
Morgan Stanley
3
Morgan Stanley
New York
$97.8M 698,711 -10,474 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47M 335,968 +25,649 +8%
UBS Group
5
UBS Group
Switzerland
$23.3M 166,469 +2,336 +1%
CA
6
Cumberland Advisors
Florida
$22M 157,289 -8,130 -5%
Wells Fargo
7
Wells Fargo
California
$21.5M 153,911 +7,149 +5%
HCMG
8
Howard Capital Management Group
California
$20.7M 148,195 +18,545 +14%
DCM
9
DME Capital Management
New York
$17.9M 127,557 – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$17.1M 121,818 +1,221 +1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$16.5M 118,050 +10,520 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$15.2M 108,416 -18,685 -15%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$13.8M 98,410 +9,322 +10%
Goldman Sachs
14
Goldman Sachs
New York
$13.6M 97,125 +7,911 +9%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$12.9M 89,022 +49,955 +128%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.5M 82,503 -9,756 -11%
MML Investors Services
17
MML Investors Services
Massachusetts
$11.2M 79,971 +4,211 +6%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$11M 78,909 -8,721 -10%
RJA
19
Raymond James & Associates
Florida
$11M 78,722 +5,278 +7%
Ameriprise
20
Ameriprise
Minnesota
$10.3M 73,309 +491 +0.7%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$9.99M 71,346 -1,681 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$8.98M 64,120 -5,651 -8%
BWM
23
Buska Wealth Management
Wisconsin
$6.97M 49,776 +8,812 +22%
KWM
24
Kingsview Wealth Management
Oregon
$6.7M 47,898 -2,902 -6%
ZIMP
25
Zimmermann Investment Management & Planning
Pennsylvania
$6.34M 45,285 +2,332 +5%
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