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State Street SPDR MSCI USA StrategicFactors ETF

177 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, 36 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

44% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 64

Holders
177
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$325K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
51
Harbor Investment Advisory
Maryland
$2.12M
LIA
52
LBMC Investment Advisors
Tennessee
$2.12M
TF
53
Theory Financial
Colorado
$2.04M
ML
54
McAdam LLC
Pennsylvania
$1.9M
PGAM
55
Princeton Global Asset Management
New Jersey
$1.89M
GA
56
Goldstein Advisors
Wisconsin
$1.85M
SFP
57
Strategic Financial Partners
Oregon
$1.85M
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$1.82M
MFG
59
Merit Financial Group
Georgia
$1.82M
ACM
60
Allred Capital Management
Texas
$1.82M
SAM
61
Smartleaf Asset Management
Massachusetts
$1.66M
SPA
62
Sentinel Pension Advisors
Massachusetts
$1.51M
LFAS
63
Level Four Advisory Services
Texas
$1.51M
RWMH
64
Riverpoint Wealth Management Holdings
Illinois
$1.49M
SOS
65
Silver Oak Securities
Tennessee
$1.36M
SWP
66
Stratos Wealth Partners
Ohio
$1.36M
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$1.33M
CWM
68
Cornerstone Wealth Management
Missouri
$1.31M
SSWM
69
Sheets Smith Wealth Management
North Carolina
$1.29M
WMWM
70
Wilkins Miller Wealth Management
Alabama
$1.21M
GM
71
GeoWealth Management
Illinois
$1.19M
NP
72
NorthRock Partners
Minnesota
$1.1M
HCM
73
Hengehold Capital Management
Ohio
$1.1M
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$1.02M
AFG
75
Atomi Financial Group
New York
$1.02M