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SPDR MSCI EAFE StrategicFactors ETF
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Overview Fund Activity

120 hedge funds and large institutions have $798M invested in SPDR MSCI EAFE StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.6%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
14
Increased
54
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$163M
2
IAA
2
Independent Advisor Alliance
North Carolina
$8.87M
3
GVAG
3
Great Valley Advisor Group
Delaware
$43.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$9.01M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.15M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$48.9M
2
AWA
2
Adapt Wealth Advisors
Georgia
$3.18M
3
PAG
3
Private Advisor Group
New Jersey
$14.2M
4
FHB
4
First Hawaiian Bank
Hawaii
$13.4M
5
Bank of America
5
Bank of America
North Carolina
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$7.7M 106,166 +3,236 +3%
ES
27
Eagle Strategies
New York
$6.44M 88,817 +3,095 +4%
EPW
28
Evergreen Private Wealth
Colorado
$6.12M 84,335 +336 +0.4%
EH
29
Equitable Holdings
New York
$5.18M 71,406 +4,858 +7%
LA
30
Lane & Associates
New Jersey
$5.07M 66,928 +500 +0.8%
BC
31
Brio Consultants
California
$5.02M 69,224 +3,969 +6%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$4.15M 57,258 +53,146 +1,292%
MML Investors Services
33
MML Investors Services
Massachusetts
$3.94M 54,347 +5,515 +11%
SMA
34
Sage Mountain Advisors
Georgia
$3.82M 52,750 -5,673 -10%
JWWM
35
Johnson & White Wealth Management
Pennsylvania
$3.78M 52,205 -4,642 -8%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$3.6M 49,682 -2,438 -5%
Jane Street
37
Jane Street
New York
$3.48M 47,987 -9,710 -17%
HighTower Advisors
38
HighTower Advisors
Illinois
$3.19M 43,958 +1,763 +4%
AWA
39
Adapt Wealth Advisors
Georgia
$3.18M 43,922 -23,541 -35%
MFG
40
Merit Financial Group
Georgia
$3.06M 42,132 -2,962 -7%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$2.88M 39,734 +8,817 +29%
1IA
42
1620 Investment Advisors
Massachusetts
$2.71M 37,416 -5,380 -13%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$2.41M 33,197 -7,098 -18%
EFA
44
Edge Financial Advisors
Illinois
$2.33M 32,084 +173 +0.5%
IWM
45
IHT Wealth Management
Illinois
$2.28M 31,496 +383 +1%
JSW
46
Journey Strategic Wealth
New Jersey
$2.21M 30,535 +1,045 +4%
WSWA
47
Warren Street Wealth Advisors
California
$2.21M 30,491 -1,404 -4%
TC
48
TownSquare Capital
Utah
$2.18M 30,125 +5,718 +23%
WWM
49
Western Wealth Management
Colorado
$1.85M 25,509 +1,842 +8%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.64M 22,630 +6,350 +39%
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