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State Street SPDR MSCI EAFE StrategicFactors ETF

144 hedge funds and large institutions have $885M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

7% more capital invested

Capital invested by funds: $831M → $885M (+$54.2M)

2% more funds holding

Funds holding: 141144 (+3)

1.03% more ownership

Funds ownership: 85.56%86.59% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
1.77%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
17
Increased
49
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$121M +$2.62M +27,604 +2%
Morgan Stanley
2
Morgan Stanley
New York
$98.1M -$4.06M -42,839 -4%
Ameriprise
3
Ameriprise
Minnesota
$93.5M -$2.97M -31,301 -3%
IDA
4
Intelligence Driven Advisers
California
$57.2M -$10.6M -111,422 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$40.2M +$7.91M +83,464 +24%
CI
6
CX Institutional
Indiana
$30M +$12.3M +129,367 +67%
GVAG
7
Great Valley Advisor Group
Delaware
$27M +$2.38M +25,053 +9%
SI
8
SimpliFi Inc
California
$22.8M +$69.8K +736 +0.3%
PAG
9
Private Advisor Group
New Jersey
$19.7M -$359K -3,782 -2%
Bank of America
10
Bank of America
North Carolina
$19.2M +$834K +8,796 +4%
IAA
11
Independent Advisor Alliance
North Carolina
$14.6M +$14.8M +156,114 New
KW
12
KWB Wealth
California
$14.6M
ACA
13
Aptus Capital Advisors
Alabama
$13.8M +$356K +3,750 +3%
FGG
14
Financial Guidance Group
Florida
$13.8M +$357K +3,761 +3%
AI
15
Arrien Investments
Idaho
$13.5M -$222K -2,342 -2%
EH
16
Equitable Holdings
New York
$13.4M +$589K +6,213 +4%
FEG
17
Financial Enhancement Group
Indiana
$13.3M -$1.31M -13,837 -9%
FHB
18
First Hawaiian Bank
Hawaii
$12.9M -$40.8K -430 -0.3%
AWA
19
ARQ Wealth Advisors
Arizona
$12.8M +$619K +6,529 +5%
DAS
20
Dynamic Advisor Solutions
Arizona
$12M +$593K +6,257 +5%
HPC
21
Hobart Private Capital
North Carolina
$12M -$441K -4,647 -3%
NA
22
NewEdge Advisors
Louisiana
$10.6M +$461K +4,857 +4%
EPW
23
Evergreen Private Wealth
Colorado
$10.2M -$195K -2,052 -2%
BC
24
Brio Consultants
California
$9.29M -$315K -3,320 -3%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$9.1M -$49.7K -524 -0.5%