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State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.17B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more funds holding

Funds holding: 153163 (+10)

3.89% more ownership

Funds ownership: 79.68%83.57% (+3.9%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$41.1M)

2% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 52

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
26
Increased
51
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$8.24M -$1.56M -9,778 -16%
HFS
27
Hughes Financial Services
Virginia
$7.28M +$7.5M +47,043 New
SHJ
28
Sharkey, Howes & Javer
Colorado
$6.9M +$880K +5,523 +14%
QCM
29
Quantinno Capital Management
New York
$6.4M +$6.59M +41,360 New
AAS
30
Ameritas Advisory Services
Nebraska
$6.18M +$6.36M +39,923 New
BIP
31
Bouvel Investment Partners
Pennsylvania
$5.66M -$75.9K -476 -1%
VIM
32
Vista Investment Management
Pennsylvania
$5.61M +$18.6K +117 +0.3%
AG
33
AlTi Global
New York
$5.57M -$76.8K -482 -1%
NA
34
NewEdge Advisors
Louisiana
$5.49M -$246K -1,546 -4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.66M +$99K +621 +2%
IWS
36
Integrity Wealth Solutions
Colorado
$4.61M -$152K -953 -3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$4.54M +$954K +5,982 +26%
AWA
38
ARQ Wealth Advisors
Arizona
$4.51M +$477K +2,992 +11%
FHA
39
Flagship Harbor Advisors
Massachusetts
$4.12M -$3.83K -24 -0.1%
Cerity Partners
40
Cerity Partners
New York
$3.95M -$76.7K -481 -2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$3.54M -$1.36M -8,529 -27%
PCM
42
Parsons Capital Management
Rhode Island
$3.39M -$1.91K -12 -0.1%
SAM
43
Smartleaf Asset Management
Massachusetts
$3.31M -$151K -947 -4%
TF
44
Theory Financial
Colorado
$3.3M +$3.19K +20 +0.1%
EFS
45
Essex Financial Services
Connecticut
$2.9M +$313K +1,965 +12%
HCM
46
Howard Capital Management
Georgia
$2.83M +$1.2M +7,511 +70%
VCM
47
Versant Capital Management
Arizona
$2.48M +$1.35M +8,487 +113%
Citadel Advisors
48
Citadel Advisors
Florida
$2.05M +$733K +4,599 +53%
GWM
49
Geneos Wealth Management
Colorado
$1.96M -$1.09M -6,838 -35%
LIA
50
LBMC Investment Advisors
Tennessee
$1.91M +$13.7K +86 +0.7%