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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

167 hedge funds and large institutions have $1.33B invested in SPDR MSCI USA StrategicFactors ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.24%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
17
Increased
68
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$64.4M
2
PFA
2
Presper Financial Architects
Ohio
$29.1M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$324M
4
WA
4
Win Advisors
Florida
$9.04M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$61.4M

Top Sellers

1
BIP
1
Bouvel Investment Partners
Pennsylvania
$0
2
ECA
2
Elevation Capital Advisory
Oregon
$0
3
GWM
3
Geneos Wealth Management
Colorado
$142K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.7M
5
GAG
5
Goodman Advisory Group
Massachusetts
$7.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SOS
51
Silver Oak Securities
Tennessee
$1.98M 12,136 +12,136 New
HIA
52
Harbor Investment Advisory
Maryland
$1.95M 11,975 +473 +4%
ML
53
McAdam LLC
Pennsylvania
$1.86M 11,395 -414 -4%
PGAM
54
Princeton Global Asset Management
New Jersey
$1.85M 11,360 -500 -4%
GA
55
Goldstein Advisors
Wisconsin
$1.84M 11,275 -9 -0.1%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.77M 10,853 -410 -4%
Goldman Sachs
57
Goldman Sachs
New York
$1.74M 10,663 +10,663 New
SFP
58
Strategic Financial Partners
Oregon
$1.73M 10,584 +10,584 New
MFG
59
Merit Financial Group
Georgia
$1.7M 10,444 +8,023 +331%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.58M 9,694 +1,127 +13%
RWMH
61
Riverpoint Wealth Management Holdings
Illinois
$1.54M 9,430 -219 -2%
HH
62
Hilltop Holdings
Texas
$1.53M 9,395 +4,237 +82%
ACM
63
Allred Capital Management
Texas
$1.5M 9,202 +1,049 +13%
SPA
64
Sentinel Pension Advisors
Massachusetts
$1.5M 9,173 +179 +2%
LFAS
65
Level Four Advisory Services
Texas
$1.45M 8,861 -97 -1%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$1.43M 8,785 +148 +2%
KAS
67
Kestra Advisory Services
Texas
$1.37M 8,414 – –
FPCP
68
Fort Point Capital Partners
California
$1.33M 8,172 +1 +0%
SWP
69
Stratos Wealth Partners
Ohio
$1.29M 7,929 -6,007 -43%
Corient Private Wealth
70
Corient Private Wealth
Florida
$1.29M 7,916 +4,171 +111%
CWM
71
Cornerstone Wealth Management
Missouri
$1.26M 7,706 -859 -10%
SSWM
72
Sheets Smith Wealth Management
North Carolina
$1.23M 7,533 -104 -1%
AFG
73
Atomi Financial Group
New York
$1.19M 7,287 +7,287 New
GM
74
GeoWealth Management
Illinois
$1.18M 7,214 -126 -2%
WMWM
75
Wilkins Miller Wealth Management
Alabama
$1.15M 7,065 +640 +10%
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