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State Street SPDR MSCI USA StrategicFactors ETF

107 hedge funds and large institutions have $641M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

4.81% more ownership

Funds ownership: 79.38%84.19% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $646M → $641M (-$5.1M)

4% less funds holding

Funds holding: 111107 (-4)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.84%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
13
Increased
39
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
26
Andesa Financial Management
Pennsylvania
$4.56M +$2.49M +22,232 +98%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.07M +$576K +5,144 +15%
FHA
28
Flagship Harbor Advisors
Massachusetts
$3.82M +$2.11M +18,820 +100%
OWA
29
Outlook Wealth Advisors
Texas
$3.8M -$99.8K -891 -2%
SPA
30
Sentinel Pension Advisors
Massachusetts
$3.67M -$29.2K -261 -0.7%
VIM
31
Vista Investment Management
Pennsylvania
$3.49M +$1.23K +11 +0%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.29M -$47.1K -420 -1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.21M +$1.82M +16,224 +106%
Bank of America
34
Bank of America
North Carolina
$3.17M -$318K -2,838 -8%
RPG
35
Resource Planning Group
Georgia
$3.08M +$1.15M +10,267 +51%
FEG
36
Financial Enhancement Group
Indiana
$2.71M -$14.7K -131 -0.5%
IA
37
IFP Advisors
Florida
$2.62M +$36K +321 +1%
NA
38
NewEdge Advisors
Louisiana
$2.56M -$16.4K -146 -0.6%
ML
39
McAdam LLC
Pennsylvania
$1.91M -$207K -1,844 -9%
HGERS
40
Householder Group Estate & Retirement Specialist
Arizona
$1.7M -$147K -1,313 -7%
HIA
41
Harbor Investment Advisory
Maryland
$1.68M -$8.52K -76 -0.5%
NWM
42
NEIRG Wealth Management
Massachusetts
$1.39M -$8.18K -73 -0.5%
GIA
43
Gladstone Institutional Advisory
Florida
$1.29M +$121K +1,079 +9%
KAS
44
Kestra Advisory Services
Texas
$1.29M +$1.46K +13 +0.1%
JWBC
45
John W. Brooker & Co
California
$1.26M -$323K -2,884 -19%
AWM
46
Accurate Wealth Management
Florida
$1.26M +$1.1M +9,853 New
FFG
47
Ford Financial Group
California
$1.21M +$1.33M +11,874 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.13M +$211K +1,885 +20%
LIA
49
LBMC Investment Advisors
Tennessee
$1.13M +$819K +7,310 +194%
PCM
50
Parsons Capital Management
Rhode Island
$1.1M +$8.74K +78 +0.7%