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State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$21.6M)

0% more funds holding

Funds holding: 163163 (0)

1.13% less ownership

Funds ownership: 83.57%82.44% (-1.1%)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

Holders
163
Holders Change
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
17
Increased
45
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$8.18M +$3.63M +22,881 +78%
CW
27
CreativeOne Wealth
Kansas
$7.97M -$370K -2,334 -4%
SHJ
28
Sharkey, Howes & Javer
Colorado
$7.32M +$344K +2,169 +5%
HFS
29
Hughes Financial Services
Virginia
$7.11M -$258K -1,626 -3%
QCM
30
Quantinno Capital Management
New York
$6.6M +$124K +779 +2%
BIP
31
Bouvel Investment Partners
Pennsylvania
$5.83M +$75.6K +476 +1%
AG
32
AlTi Global
New York
$5.73M +$93.7K +590 +2%
VIM
33
Vista Investment Management
Pennsylvania
$5.68M +$1.27K +8 +0%
AWA
34
ARQ Wealth Advisors
Arizona
$5.32M +$765K +4,820 +17%
NA
35
NewEdge Advisors
Louisiana
$5.32M -$237K -1,494 -4%
FHA
36
Flagship Harbor Advisors
Massachusetts
$4.64M +$478K +3,013 +11%
IWS
37
Integrity Wealth Solutions
Colorado
$4.59M -$71.3K -449 -2%
ECA
38
Elevation Capital Advisory
Oregon
$4.49M +$4.55M +28,671 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$4.41M -$303K -1,911 -6%
PCM
40
Parsons Capital Management
Rhode Island
$3.86M +$427K +2,687 +12%
Cerity Partners
41
Cerity Partners
New York
$3.75M -$247K -1,556 -6%
HCM
42
Howard Capital Management
Georgia
$3.57M +$710K +4,472 +24%
GWM
43
Geneos Wealth Management
Colorado
$3.29M +$1.32M +8,296 +65%
TF
44
Theory Financial
Colorado
$3.22M -$127K -800 -4%
EFS
45
Essex Financial Services
Connecticut
$3.14M +$210K +1,324 +7%
VCM
46
Versant Capital Management
Arizona
$2.51M
SAM
47
Smartleaf Asset Management
Massachusetts
$2.27M -$1.07M -6,721 -31%
SWP
48
Stratos Wealth Partners
Ohio
$2.18M +$1.36M +8,563 +159%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$2.08M -$1.51M -9,541 -42%
LIA
50
LBMC Investment Advisors
Tennessee
$1.93M