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SPDR MSCI USA StrategicFactors ETF

146 hedge funds and large institutions have $907M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+18
Holders Change %
+14.06%
% of All Funds
2.14%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
29
Increased
38
Reduced
56
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HGERS
51
Householder Group Estate & Retirement Specialist
Arizona
$1.41M 10,658 -833 -7%
RWMH
52
Riverpoint Wealth Management Holdings
Illinois
$1.33M 10,032 +10,032 New
PGAM
53
Princeton Global Asset Management
New Jersey
$1.3M 9,811 +530 +6%
LIA
54
LBMC Investment Advisors
Tennessee
$1.29M 9,784 +68 +0.7%
CWM
55
Cornerstone Wealth Management
Missouri
$1.27M 9,598 -195 -2%
HCM
56
Howard Capital Management
Georgia
$1.24M 9,403 +1,100 +13%
SSB
57
Sandy Spring Bank
Maryland
$1.22M 9,207 +9,207 New
KAS
58
Kestra Advisory Services
Texas
$1.1M 8,330 -4,359 -34%
SSWM
59
Sheets Smith Wealth Management
North Carolina
$1.08M 8,183 +18 +0.2%
HCM
60
Hengehold Capital Management
Ohio
$1.02M 7,690 -815 -10%
FPCP
61
Fort Point Capital Partners
California
$1.01M 7,644 -64 -0.8%
SAM
62
Smartleaf Asset Management
Massachusetts
$972K 7,338 +7,338 New
MML Investors Services
63
MML Investors Services
Massachusetts
$859K 6,501 +6,501 New
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$858K 6,491 -267 -4%
CFB
65
Cullen/Frost Bankers
Texas
$744K 5,633
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$743K 5,625 -183 -3%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$739K 5,591 +3,429 +159%
ACM
68
Allred Capital Management
Texas
$735K 5,565 +138 +3%
SWP
69
Stratos Wealth Partners
Ohio
$709K 5,363 +24 +0.4%
Luther King Capital Management (LKCM)
70
Luther King Capital Management (LKCM)
Texas
DA
71
Detalus Advisors
Missouri
$702K 5,316 -25 -0.5%
1IA
72
1620 Investment Advisors
Massachusetts
$699K 5,294 -135 -2%
GIA
73
Gladstone Institutional Advisory
Florida
$696K 5,269 -1,873 -26%
BFAG
74
Blackston Financial Advisory Group
Florida
$683K 5,168 -300 -5%
NGA
75
Naples Global Advisors
Florida
$645K 4,885