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State Street SPDR MSCI USA StrategicFactors ETF

127 hedge funds and large institutions have $773M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

4% more capital invested

Capital invested by funds: $744M → $773M (+$29.8M)

0.03% more ownership

Funds ownership: 78.72%78.76% (+0.03%)

0% more funds holding

Funds holding: 127127 (0)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
1.99%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
12
Increased
44
Reduced
50
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
26
Resource Planning Group
Georgia
$6.01M +$546K +4,623 +10%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$5.09M +$1.07M +9,032 +28%
VIM
28
Vista Investment Management
Pennsylvania
$4.33M -$28.2K -239 -0.7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$4.08M -$346K -2,933 -8%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$3.98M +$3.82M +32,330 New
GWM
31
Geneos Wealth Management
Colorado
$3.9M +$2.95K +25 +0.1%
FHA
32
Flagship Harbor Advisors
Massachusetts
$3.86M +$670K +5,674 +22%
NA
33
NewEdge Advisors
Louisiana
$3.29M +$944 +8 +0%
Citadel Advisors
34
Citadel Advisors
Florida
$2.63M +$2.53M +21,411 New
MFG
35
Merit Financial Group
Georgia
$2.61M -$2.06M -17,434 -45%
PCM
36
Parsons Capital Management
Rhode Island
$2.54M +$94.9K +804 +4%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.27M +$1.72M +14,580 +374%
SPA
38
Sentinel Pension Advisors
Massachusetts
$2.14M -$159K -1,350 -7%
LFAS
39
Level Four Advisory Services
Texas
$2.12M -$6.56M -55,576 -76%
GM
40
GeoWealth Management
Illinois
$1.94M +$147K +1,245 +9%
ML
41
McAdam LLC
Pennsylvania
$1.93M -$154K -1,306 -8%
NWM
42
NEIRG Wealth Management
Massachusetts
$1.81M +$126K +1,067 +8%
GA
43
Goldstein Advisors
Wisconsin
$1.65M -$156K -1,321 -9%
PIA
44
Perennial Investment Advisors
California
$1.45M +$27.1K +230 +2%
JWBC
45
John W. Brooker & Co
California
$1.36M -$107K -908 -8%
FTS
46
Fifth Third Securities
Ohio
$1.34M +$313K +2,654 +32%
CWM
47
Cornerstone Wealth Management
Missouri
$1.23M +$9.92K +84 +0.8%
LIA
48
LBMC Investment Advisors
Tennessee
$1.19M +$6.37K +54 +0.6%
PGAM
49
Princeton Global Asset Management
New Jersey
$1.18M +$30.3K +257 +3%
GIA
50
Gladstone Institutional Advisory
Florida
$1.16M -$190K -1,608 -15%