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State Street SPDR MSCI USA StrategicFactors ETF

153 hedge funds and large institutions have $1.13B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$61M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 155153 (-2)

2.42% less ownership

Funds ownership: 82.1%79.68% (-2.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

34% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 61

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
16
Increased
40
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$6M -$1.29M -8,468 -18%
GM
27
GeoWealth Management
Illinois
$5.9M +$4.08M +26,835 +252%
BIP
28
Bouvel Investment Partners
Pennsylvania
$5.83M -$4.86K -32 -0.1%
NA
29
NewEdge Advisors
Louisiana
$5.82M -$77.7K -511 -1%
AG
30
AlTi Global
New York
$5.75M +$1.76M +11,602 +47%
VIM
31
Vista Investment Management
Pennsylvania
$5.69M +$54.7K +360 +1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.94M +$4.77M +31,375 New
IWS
33
Integrity Wealth Solutions
Colorado
$4.84M -$277K -1,826 -6%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$4.64M -$417K -2,747 -9%
ECA
35
Elevation Capital Advisory
Oregon
$4.25M +$4.1M +27,003 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$4.19M +$39.1K +257 +1%
Cerity Partners
37
Cerity Partners
New York
$4.09M -$13.6M -89,254 -77%
AWA
38
ARQ Wealth Advisors
Arizona
$4.09M +$768K +5,051 +24%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$4.06M -$780K -5,132 -17%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.68M -$131K -865 -4%
SAM
41
Smartleaf Asset Management
Massachusetts
$3.5M +$1.95M +12,859 +136%
PCM
42
Parsons Capital Management
Rhode Island
$3.46M -$105K -692 -3%
TF
43
Theory Financial
Colorado
$3.32M -$150K -987 -4%
GWM
44
Geneos Wealth Management
Colorado
$3.07M -$41K -270 -1%
EFS
45
Essex Financial Services
Connecticut
$2.67M +$563K +3,703 +28%
ML
46
McAdam LLC
Pennsylvania
$2.01M -$113K -745 -6%
LIA
47
LBMC Investment Advisors
Tennessee
$1.93M -$201K -1,320 -10%
WA
48
Win Advisors
Florida
$1.92M +$1.85M +12,157 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.8M +$1.09M +7,201 +170%
GA
50
Goldstein Advisors
Wisconsin
$1.78M +$23.9K +157 +1%