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State Street SPDR MSCI EAFE StrategicFactors ETF

134 hedge funds and large institutions have $801M invested in State Street SPDR MSCI EAFE StrategicFactors ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $751M → $801M (+$50.5M)

4% more funds holding

Funds holding: 129134 (+5)

1.22% more ownership

Funds ownership: 84.4%85.63% (+1.2%)

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
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.76%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
15
Increased
49
Reduced
49
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$103M +$11.5M +133,600 +13%
Morgan Stanley
2
Morgan Stanley
New York
$96.7M -$2.8M -32,510 -3%
Ameriprise
3
Ameriprise
Minnesota
$92.6M +$7.79M +90,449 +9%
IDA
4
Intelligence Driven Advisers
California
$66.5M +$1.9M +21,999 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.8M -$1.14M -13,180 -3%
GVAG
6
Great Valley Advisor Group
Delaware
$23.1M +$929K +10,785 +4%
SI
7
SimpliFi Inc
California
$21.9M -$855K -9,920 -4%
PAG
8
Private Advisor Group
New Jersey
$18.4M +$14.2K +165 +0.1%
CI
9
CX Institutional
Indiana
$17.7M +$5.26M +61,066 +44%
KW
10
KWB Wealth
California
$13.5M -$383K -4,451 -3%
HPC
11
Hobart Private Capital
North Carolina
$13.3M -$2.42M -28,083 -16%
FEG
12
Financial Enhancement Group
Indiana
$13.1M -$18.6M -216,466 -59%
FHB
13
First Hawaiian Bank
Hawaii
$13.1M -$463K -5,372 -3%
AI
14
Arrien Investments
Idaho
$12.4M +$498K +5,778 +4%
FGG
15
Financial Guidance Group
Florida
$12.3M +$262K +3,041 +2%
ACA
16
Aptus Capital Advisors
Alabama
$12.3M +$262K +3,041 +2%
EH
17
Equitable Holdings
New York
$11.8M +$328K +3,805 +3%
Bank of America
18
Bank of America
North Carolina
$11.8M -$618K -7,170 -5%
NA
19
NewEdge Advisors
Louisiana
$11.5M -$66.2K -768 -0.6%
DAS
20
Dynamic Advisor Solutions
Arizona
$11.2M +$386K +4,478 +4%
AWA
21
ARQ Wealth Advisors
Arizona
$10.3M -$400K -4,648 -4%
FTUS
22
Flow Traders U.S.
New York
$9.81M +$5.53M +64,220 +136%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$9.64M -$66.2K -769 -0.7%
EPW
24
Evergreen Private Wealth
Colorado
$9.03M -$103K -1,192 -1%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$8.85M -$56.5K -656 -0.6%