We are live on ! Find out more
QUS icon

State Street SPDR MSCI USA StrategicFactors ETF

155 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$9.06M)

0.64% more ownership

Funds ownership: 81.46%82.1% (+0.64%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

2% less funds holding

Funds holding: 158155 (-3)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
18
Increased
50
Reduced
57
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Marotta Asset Management
Virginia
$8.58M -$225K -1,561 -3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.86M +$1.35M +9,379 +25%
NA
28
NewEdge Advisors
Louisiana
$5.53M +$418K +2,900 +8%
BIP
29
Bouvel Investment Partners
Pennsylvania
$5.46M +$57.9K +402 +1%
VIM
30
Vista Investment Management
Pennsylvania
$5.27M +$110K +761 +2%
RFM
31
Royal Fund Management
Florida
$4.87M -$1.14M -7,935 -19%
IWS
32
Integrity Wealth Solutions
Colorado
$4.8M -$106K -734 -2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.75M +$306K +2,123 +7%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$4.57M -$1.25M -8,686 -22%
FHA
35
Flagship Harbor Advisors
Massachusetts
$3.88M +$58.5K +406 +2%
AG
36
AlTi Global
New York
$3.67M +$3.58M +24,876 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.57M +$3.22M +22,375 +1,204%
PCM
38
Parsons Capital Management
Rhode Island
$3.34M -$141K -978 -4%
TF
39
Theory Financial
Colorado
$3.29M -$822K -5,706 -20%
AWA
40
ARQ Wealth Advisors
Arizona
$3.11M +$1.91M +13,243 +169%
Citadel Advisors
41
Citadel Advisors
Florida
$3.08M +$3.01M +20,881 New
GWM
42
Geneos Wealth Management
Colorado
$2.92M -$1.42M -9,839 -33%
LIA
43
LBMC Investment Advisors
Tennessee
$2M +$10.8K +75 +0.6%
ML
44
McAdam LLC
Pennsylvania
$1.99M -$57.6K -400 -3%
EFS
45
Essex Financial Services
Connecticut
$1.93M +$1.88M +13,061 New
LFAS
46
Level Four Advisory Services
Texas
$1.76M -$253K -1,760 -13%
GA
47
Goldstein Advisors
Wisconsin
$1.65M -$1.3K -9 -0.1%
HCM
48
Howard Capital Management
Georgia
$1.59M +$31.1K +216 +2%
GM
49
GeoWealth Management
Illinois
$1.57M -$459K -3,188 -23%
JWBC
50
John W. Brooker & Co
California
$1.56M -$56K -389 -4%