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State Street SPDR MSCI USA StrategicFactors ETF

180 hedge funds and large institutions have $1.28B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

5% more funds holding

Funds holding: 172180 (+8)

0.41% less ownership

Funds ownership: 83.87%83.46% (-0.41%)

4% less capital invested

Capital invested by funds: $1.33B → $1.28B (-$50.5M)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

41% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 64

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.09%
New
22
Increased
38
Reduced
64
Closed
9
Calls
$325K
Puts
Net Calls
+$325K
Net Calls Change
+$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$8.68M -$10.5M -63,427 -56%
SHJ
27
Sharkey, Howes & Javer
Colorado
$8.54M -$916K -5,519 -10%
HFS
28
Hughes Financial Services
Virginia
$7.67M -$106K -637 -1%
FHB
29
First Hawaiian Bank
Hawaii
$7.01M -$2.18M -13,139 -24%
CW
30
CreativeOne Wealth
Kansas
$6.76M -$1.63M -9,839 -20%
AG
31
AlTi Global
New York
$6.35M -$80.8K -487 -1%
NA
32
NewEdge Advisors
Louisiana
$6.26M +$40.2K +242 +0.7%
VIM
33
Vista Investment Management
Pennsylvania
$6.14M -$72.5K -437 -1%
AWA
34
ARQ Wealth Advisors
Arizona
$5.71M -$102K -614 -2%
Raymond James Financial
35
Raymond James Financial
Florida
$5.6M -$17.9M -107,589 -77%
QCM
36
Quantinno Capital Management
New York
$5.05M -$988K -5,954 -17%
PCM
37
Parsons Capital Management
Rhode Island
$4.89M +$81.8K +493 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$4.82M -$26.2K -158 -0.6%
IWS
39
Integrity Wealth Solutions
Colorado
$4.74M -$202K -1,216 -4%
PPWM
40
PFG Private Wealth Management
Florida
$4.74M +$4.6M +27,711 New
Cerity Partners
41
Cerity Partners
New York
$4.71M +$640K +3,856 +16%
FHA
42
Flagship Harbor Advisors
Massachusetts
$4.45M -$626K -3,775 -13%
FTUS
43
Flow Traders U.S.
New York
$4.12M +$3.99M +24,066 New
ECA
44
Elevation Capital Advisory
Oregon
$3.78M +$3.66M +22,078 New
Goldman Sachs
45
Goldman Sachs
New York
$3.46M +$1.59M +9,573 +90%
EFS
46
Essex Financial Services
Connecticut
$3.43M -$62.4K -376 -2%
Citadel Advisors
47
Citadel Advisors
Florida
$3.07M +$2.97M +17,915 New
KAS
48
Kestra Advisory Services
Texas
$3.02M +$1.53M +9,200 +109%
VCM
49
Versant Capital Management
Arizona
$2.74M
WG
50
Warner Group
Connecticut
$2.27M +$2.2M +13,266 New