We are live on ! Find out more
QUS icon

State Street SPDR MSCI USA StrategicFactors ETF

96 hedge funds and large institutions have $682M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $646M → $682M (+$36.1M)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0.43% less ownership

Funds ownership: 72.12%71.69% (-0.43%)

4% less funds holding

Funds holding: 10096 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
1.67%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
8
Increased
35
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Frontier Wealth Management
Missouri
$609K -$24.7K -212 -4%
PAG
52
Private Advisor Group
New Jersey
$602K +$28.7K +246 +5%
HIA
53
Harbor Investment Advisory
Maryland
$599K -$5.83K -50 -1%
OCM
54
Oakwood Capital Management
California
$496K
VBFP
55
Valtinson Bruner Financial Planning
Minnesota
$483K
BWA
56
Beam Wealth Advisors
Louisiana
$440K +$9.9K +85 +2%
MA
57
Mezzasalma Advisors
New Jersey
$374K -$5.83K -50 -2%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$370K -$2.79M -23,924 -89%
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$370K +$47.3K +406 +15%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$368K +$359K +3,079 New
Citadel Advisors
61
Citadel Advisors
Florida
$350K +$342K +2,932 New
RWA
62
Redhawk Wealth Advisors
Minnesota
$321K -$5.71K -49 -2%
1WM
63
1900 Wealth Management
Texas
$315K -$11.7K -100 -4%
AIC
64
Ameritas Investment Company
Nebraska
$308K
KM
65
Kalos Management
Georgia
$304K +$932 +8 +0.3%
JWCA
66
J.W. Cole Advisors
Florida
$304K +$1.05K +9 +0.4%
GL
67
Graypoint LLC
New York
$299K +$6.41K +55 +2%
RJA
68
Raymond James & Associates
Florida
$292K +$12K +103 +4%
IA
69
IFG Advisory
Georgia
$266K
MWM
70
MBE Wealth Management
Wisconsin
$265K
FHA
71
Flagship Harbor Advisors
Massachusetts
$260K -$2.09M -17,933 -89%
EWM
72
Echo Wealth Management
Minnesota
$259K -$518K -4,443 -68%
TRCT
73
Tower Research Capital (TRC)
New York
$244K -$183K -1,572 -44%
5L
74
55I LLC
Massachusetts
$244K
ACM
75
Allred Capital Management
Texas
$225K