Geopolitics Alpha

Request for Information for 2028 Department of Defense (DoD) State Priorities Impacting Service Members and Their Families

Published . Updated .

On Tuesday, March 24, 2026, the Department of Defense (referred to herein as "the Department", "Department of War" or DoW") published a request for information in the Federal Register (FR) that provided an opportunity for the public to submit issues that have an impact on service members and their families, where state governments are the primary agents for making positive change. Each year, DoW selects state policy priorities for states to consider that represent barriers resulting from the transience and uncertainty of military life. For example, DoW has asked states to consider remedies that trade residency-based and time-in-state requirements for portability and continuity, including interstate compacts, license reciprocity, credit for military training, spouse unemployment compensation; cross- reporting agreements with child welfare agencies; educational opportunities including advance enrollment, homeschool solutions, in- state tuition, records transfer, and waiver waitlist retention for families with special needs; support for severely injured personnel; custody and juvenile justice protections for deployed parents and military-connected youth; information sharing on military protective orders; employment and legal protections for military families; and predatory lending safeguards. DoW will consider public submissions in setting those priorities.

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

  • KBE SPDR SER TR STATE STREET SPDR S&P BK ETF

    GA selected KBE as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • XHB STATE STREET SPDR S&P HOMEBUILDERS ETF

    GA selected XHB as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————
KBE———————
XHB———————

On Tuesday, March 24, 2026, the Department of Defense (referred to herein as "the Department", "Department of War" or DoW") published a request for information in the Federal Register (FR) that provided an opportunity for the public to sub…

Source: Federal Register

How far IShares U.S. Aerospace & Defense ETF (ITA) has moved since 13 Oct 2026

Since the first closing price after “Request for Information for 2028 Department of Defense (DoD) State Priorities Impacting Service Members and Their Families,” IShares U.S. Aerospace & Defense ETF (ITA) is +1.63%. The S&P 500 fund (SPY) is -0.40% over the same days, a +2.03% difference versus the market.

ITA
SPY

Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)

Companies carried with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Request for Information for 2028 Department of Defense (DoD) State Priorities Impacting Service Members and Their Families,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KBE Spdr Ser Tr State Street Spdr S&P Bk Etf

    Spdr Ser Tr State Street Spdr S&P Bk Etf (KBE) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Request for Information for 2028 Department of Defense (DoD) State Priorities Impacting Service Members and Their Families.” Reason on file: GA selected KBE as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • SPY Spdr S&P 500 Etf Trust

    Spdr S&P 500 Etf Trust (SPY) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Request for Information for 2028 Department of Defense (DoD) State Priorities Impacting Service Members and Their Families.” Reason on file: GA selected SPY as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • XHB State Street Spdr S&P Homebuilders Etf

    For “Request for Information for 2028 Department of Defense (DoD) State Priorities Impacting Service Members and Their Families,” State Street Spdr S&P Homebuilders Etf (XHB) is linked, with no stored direction, medium confidence. Reason on file: GA selected XHB as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    For “Request for Information for 2028 Department of Defense (DoD) State Priorities Impacting Service Members and Their Families,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, medium confidence. Reason on file: GA selected XOP as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CWI State Street Spdr Msci Acwi Ex Us Etf

    For “Request for Information for 2028 Department of Defense (DoD) State Priorities Impacting Service Members and Their Families,” State Street Spdr Msci Acwi Ex Us Etf (CWI) is linked, with no stored direction, medium confidence. Reason on file: GA selected CWI as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

IShares U.S. Aerospace & Defense ETF (ITA)

On 13 Oct 2026, “Request for Information for 2028 Department of Defense (DoD) State Priorities Impacting Service Members and Their Families” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to this story.

What ties IShares U.S. Aerospace & Defense ETF (ITA) to the headline is this: GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Spdr Ser Tr State Street Spdr S&P Bk Etf (KBE) is here too. Its reason reads: GA selected KBE as a RELATED security because its canonical security name directly matches this event's themes: state. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for IShares U.S. Aerospace & Defense ETF (ITA)

ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. KBE traded between 61.81 and 66.63 across 20 sessions. The latest close on file is 63.14. SPY traded between 758.80 and 781.59 across 20 sessions. The latest close on file is 766.60.

A simple score for IShares U.S. Aerospace & Defense ETF (ITA)

54 out of 100

“Request for Information for 2028 Department of Defense (DoD) State Priorities Impacting Service Members and Their Families” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.