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State Street SPDR MSCI USA StrategicFactors ETF

111 hedge funds and large institutions have $646M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4.93% less ownership

Funds ownership: 84.31%79.38% (-4.9%)

5% less funds holding

Funds holding: 117111 (-6)

14% less capital invested

Capital invested by funds: $753M → $646M (-$107M)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.87%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.2%
New
8
Increased
37
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$919K +$2.08K +18 +0.2%
BFAG
52
Blackston Financial Advisory Group
Florida
$876K -$81.6K -707 -8%
FPCP
53
Fort Point Capital Partners
California
$803K +$29.1K +252 +4%
Goldman Sachs
54
Goldman Sachs
New York
$752K -$51.3K -444 -6%
ES
55
Eagle Strategies
New York
$678K +$319K +2,767 +79%
DA
56
Detalus Advisors
Missouri
$574K -$22.9K -198 -4%
MFG
57
Merit Financial Group
Georgia
$554K
FWM
58
Frontier Wealth Management
Missouri
$551K
IAN
59
Integrated Advisors Network
Texas
$535K -$66.2K -573 -10%
NGA
60
Naples Global Advisors
Florida
$531K -$924 -8 -0.2%
RCM
61
Raleigh Capital Management
North Carolina
$507K -$1.85K -16 -0.3%
FGG
62
Financial Guidance Group
Florida
$499K -$202K -1,750 -27%
KM
63
Kalos Management
Georgia
$487K -$4.16K -36 -0.8%
MML Investors Services
64
MML Investors Services
Massachusetts
$455K -$49.9K -432 -9%
CPW
65
Catalyst Private Wealth
California
$438K -$37.1K -321 -7%
AFG
66
Affinia Financial Group
Massachusetts
$429K -$73.8K -639 -14%
LIA
67
LBMC Investment Advisors
Tennessee
$408K
CWM
68
Collaborative Wealth Management
Florida
$402K +$430K +3,723 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$401K +$418K +3,624 New
DWM
70
Drive Wealth Management
Utah
$387K
VBFP
71
Valtinson Bruner Financial Planning
Minnesota
$382K -$14.2K -123 -3%
PTC
72
Private Trust Company
Ohio
$382K +$408K +3,532 New
TRCT
73
Tower Research Capital (TRC)
New York
$365K +$231K +1,998 +145%
AAS
74
Avantax Advisory Services
Texas
$359K +$577 +5 +0.2%
AC
75
Avant Capital
Louisiana
$349K +$1.16K +10 +0.3%