We are live on ! Find out more
QUS icon

State Street SPDR MSCI USA StrategicFactors ETF

89 hedge funds and large institutions have $403M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

16.29% more ownership

Funds ownership: 61.19%77.48% (+16%)

7% more funds holding

Funds holding: 8389 (+6)

1% more capital invested

Capital invested by funds: $400M → $403M (+$2.39M)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.96%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.26%
New
26
Increased
32
Reduced
23
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
26
Royal Fund Management
Florida
$3.23M +$101K +1,121 +3%
SPA
27
Sentinel Pension Advisors
Massachusetts
$3.19M +$869K +9,660 +30%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.98M +$1.95M +21,679 +125%
SSWM
29
Sheets Smith Wealth Management
North Carolina
$2.58M +$891K +9,897 +42%
FHA
30
Flagship Harbor Advisors
Massachusetts
$2.49M +$2.56M +28,436 +692%
ML
31
McAdam LLC
Pennsylvania
$2.18M +$1.28M +14,187 +99%
VIM
32
Vista Investment Management
Pennsylvania
$1.91M +$501K +5,572 +29%
Morgan Stanley
33
Morgan Stanley
New York
$1.89M +$1.79M +19,941 +420%
FFN
34
Focus Financial Network
Minnesota
$1.49M +$105K +1,172 +6%
LA
35
LexAurum Advisors
Kansas
$1.28M +$396K +4,400 +36%
PAG
36
Private Advisor Group
New Jersey
$1.11M +$1.05M +11,703 +418%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.09M +$233K +2,588 +22%
NA
38
NewEdge Advisors
Louisiana
$1.09M +$1.28M +14,227 New
UCFA
39
United Capital Financial Advisors
Texas
$939K -$13.2K -147 -1%
HighTower Advisors
40
HighTower Advisors
Illinois
$776K -$28.8K -320 -3%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$750K +$102K +1,129 +13%
CWM
42
Cornerstone Wealth Management
Missouri
$650K +$766K +8,516 New
JWBC
43
John W. Brooker & Co
California
$637K +$479K +5,320 +176%
WC
44
Waterloo Capital
Texas
$491K +$578K +6,425 New
BSW
45
Buckingham Strategic Wealth
Missouri
$486K +$573K +6,366 New
SFSIG
46
San Francisco Sentry Investment Group
California
$468K +$79.3K +881 +17%
IAN
47
Integrated Advisors Network
Texas
$462K +$197K +2,190 +57%
CW
48
CreativeOne Wealth
Kansas
$435K -$210K -2,329 -29%
TCA
49
Transcend Capital Advisors
New Jersey
$432K -$153K -1,702 -23%
DA
50
Detalus Advisors
Missouri
$390K