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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

167 hedge funds and large institutions have $1.33B invested in SPDR MSCI USA StrategicFactors ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.24%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
17
Increased
68
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$64.4M
2
PFA
2
Presper Financial Architects
Ohio
$29.1M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$324M
4
WA
4
Win Advisors
Florida
$9.04M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$61.4M

Top Sellers

1
BIP
1
Bouvel Investment Partners
Pennsylvania
$0
2
ECA
2
Elevation Capital Advisory
Oregon
$0
3
GWM
3
Geneos Wealth Management
Colorado
$142K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.7M
5
GAG
5
Goodman Advisory Group
Massachusetts
$7.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$324M 1,986,570 +67,972 +4%
TWM
2
Tolleson Wealth Management
Texas
$92.7M 568,476 -16,082 -3%
SWA
3
SFMG Wealth Advisors
Texas
$84.7M 519,412 +2,122 +0.4%
PAG
4
Private Advisor Group
New Jersey
$67M 411,007 +5,695 +1%
Bank of America
5
Bank of America
North Carolina
$64.4M 394,815 +192,062 +95%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$61.4M 376,207 +37,625 +11%
LPL Financial
7
LPL Financial
California
$46.2M 283,280 -7,746 -3%
Morgan Stanley
8
Morgan Stanley
New York
$41.4M 254,010 +5,841 +2%
PIA
9
Perennial Investment Advisors
California
$39.8M 244,173 +27,022 +12%
MYIA
10
Mount Yale Investment Advisors
Colorado
$38.9M 238,262 -2,427 -1%
SMA
11
Sage Mountain Advisors
Georgia
$30.5M 187,074 -4,159 -2%
Ameriprise
12
Ameriprise
Minnesota
$29.4M 180,293 +11,667 +7%
PFA
13
Presper Financial Architects
Ohio
$29.1M 178,719 +178,719 New
GWAG
14
Garrett Wealth Advisory Group
Texas
$27.9M 170,978 -8,158 -5%
Raymond James Financial
15
Raymond James Financial
Florida
$22.9M 140,287 +33,967 +32%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$18.7M 113,903 -18,167 -14%
SB
17
Strategic Blueprint
Georgia
$15.7M 96,371 -5,841 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15.1M 92,524 +9,063 +11%
CA
19
Continuum Advisory
Idaho
$12.7M 78,018 +842 +1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$11.4M 69,858 +17,626 +34%
AMM
21
American Money Management
California
$10.8M 65,951 +696 +1%
PRRFG
22
Paul R. Ried Financial Group
Washington
$10.7M 65,745 +3,445 +6%
ES
23
Eagle Strategies
New York
$10.2M 62,669 +933 +2%
WA
24
Win Advisors
Florida
$9.04M 55,442 +55,442 New
SHJ
25
Sharkey, Howes & Javer
Colorado
$9.04M 55,409 +8,701 +19%
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