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SPDR MSCI EAFE StrategicFactors ETF

129 hedge funds and large institutions have $800M invested in SPDR MSCI EAFE StrategicFactors ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 49

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
129
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
VestGen Advisors
Illinois
$545K
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$478K
KFGK
78
Keystone Financial Group (Kentucky)
Kentucky
$477K
FHC
79
First Heartland Consultants
Missouri
$437K
AI
80
Atria Investments
North Carolina
$437K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$415K
NWMG
82
National Wealth Management Group
Ohio
$410K
FHA
83
Flagship Harbor Advisors
Massachusetts
$403K
WA
84
Waddell & Associates
Tennessee
$379K
PTC
85
Private Trust Company
Ohio
$369K
TA
86
TFB Advisors
Kansas
$360K
AQR Capital Management
87
AQR Capital Management
Connecticut
$337K
AssetMark Inc
88
AssetMark Inc
California
$332K
OFG
89
Opulen Financial Group
Virginia
$324K
FPW
90
Flagship Private Wealth
Massachusetts
$302K
VA
91
Valmark Advisers
Ohio
$301K
GIM
92
Glenmede Investment Management
Pennsylvania
$294K
OWM
93
Orgel Wealth Management
Wisconsin
$289K
Raymond James Financial
94
Raymond James Financial
Florida
$287K
VFPW
95
Vantage Financial Partners (Wisconsin)
Wisconsin
$269K
KWA
96
Kingswood Wealth Advisors
California
$265K
SW
97
Simplicity Wealth
New Jersey
$247K
CWM
98
Collaborative Wealth Management
Florida
$226K
MFG
99
Merit Financial Group
Georgia
$221K
SWM
100
Seed Wealth Management
Illinois
$220K