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SPDR MSCI EAFE StrategicFactors ETF

127 hedge funds and large institutions have $748M invested in SPDR MSCI EAFE StrategicFactors ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
1.7%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
16
Increased
54
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$96.7M +$1.75M +20,480 +2%
LPL Financial
2
LPL Financial
California
$88.8M +$19.2M +225,053 +28%
Ameriprise
3
Ameriprise
Minnesota
$82.4M -$21.2M -248,928 -21%
IDA
4
Intelligence Driven Advisers
California
$62.7M +$5.27M +61,778 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34M -$1.63M -19,085 -5%
FEG
6
Financial Enhancement Group
Indiana
$31M -$3.78M -44,517 -11%
SI
7
SimpliFi Inc
California
$22.1M -$93K -1,090 -0.4%
GVAG
8
Great Valley Advisor Group
Delaware
$21.5M -$13.4M -156,848 -38%
PAG
9
Private Advisor Group
New Jersey
$17.8M +$168K +1,963 +0.9%
HPC
10
Hobart Private Capital
North Carolina
$15.3M +$4.64M +54,383 +44%
FHB
11
First Hawaiian Bank
Hawaii
$13.1M -$705K -8,263 -5%
KW
12
KWB Wealth
California
$12.9M +$145K +1,838 +1%
Bank of America
13
Bank of America
North Carolina
$12.1M -$24.6K -288 -0.2%
CI
14
CX Institutional
Indiana
$12M -$3.28M -38,487 -22%
ACA
15
Aptus Capital Advisors
Alabama
$11.7M +$639K +7,486 +6%
FGG
16
Financial Guidance Group
Florida
$11.7M +$639K +7,486 +6%
AI
17
Arrien Investments
Idaho
$11.5M +$91K +1,066 +0.8%
NA
18
NewEdge Advisors
Louisiana
$11.2M +$5.97K +70 +0.1%
EH
19
Equitable Holdings
New York
$11.2M +$1.25M +14,651 +13%
DAS
20
Dynamic Advisor Solutions
Arizona
$10.5M +$59.5K +697 +0.6%
AWA
21
ARQ Wealth Advisors
Arizona
$9.58M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.42M -$64.6K -757 -0.7%
EPW
23
Evergreen Private Wealth
Colorado
$8.87M +$472K +5,532 +6%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$8.64M +$48.6K +570 +0.6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$8.34M -$871K -10,208 -9%