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State Street SPDR MSCI USA StrategicFactors ETF

128 hedge funds and large institutions have $800M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.8% more ownership

Funds ownership: 78.76%81.55% (+2.8%)

3% more capital invested

Capital invested by funds: $773M → $800M (+$26.4M)

1% more funds holding

Funds holding: 127128 (+1)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.03%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
12
Increased
42
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
51
LBMC Investment Advisors
Tennessee
$1.16M
PGAM
52
Princeton Global Asset Management
New Jersey
$1.12M -$42.6K -343 -4%
HCM
53
Hengehold Capital Management
Ohio
$1.03M -$21.2K -171 -2%
HCM
54
Howard Capital Management
Georgia
$1M +$32.9K +265 +3%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$985K +$10.3K +83 +1%
MFG
56
Merit Financial Group
Georgia
$937K -$1.67M -13,455 -63%
FPCP
57
Fort Point Capital Partners
California
$930K +$4.96K +40 +0.5%
GIA
58
Gladstone Institutional Advisory
Florida
$862K -$283K -2,277 -24%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$816K +$839K +6,758 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$701K -$33.9K -273 -4%
CFB
61
Cullen/Frost Bankers
Texas
$680K
BFAG
62
Blackston Financial Advisory Group
Florida
$660K -$27.8K -224 -4%
1IA
63
1620 Investment Advisors
Massachusetts
$655K +$210K +1,692 +45%
ACM
64
Allred Capital Management
Texas
$655K +$199K +1,605 +42%
Luther King Capital Management (LKCM)
65
Luther King Capital Management (LKCM)
Texas
$646K
DA
66
Detalus Advisors
Missouri
$645K
SWP
67
Stratos Wealth Partners
Ohio
$644K +$164K +1,323 +33%
HIA
68
Harbor Investment Advisory
Maryland
$616K +$40.1K +323 +7%
CAN
69
Cetera Advisor Networks
California
$601K +$85.4K +688 +16%
NGA
70
Naples Global Advisors
Florida
$590K
VC
71
Vicus Capital
Pennsylvania
$569K -$8.44K -68 -1%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$542K -$1.74M -13,988 -76%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$516K -$41.2K -332 -7%
IAN
74
Integrated Advisors Network
Texas
$502K -$14.6K -118 -3%
VCM
75
Versant Capital Management
Arizona
$502K +$516K +4,159 New