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SPDR MSCI USA StrategicFactors ETF

158 hedge funds and large institutions have $1.06B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.29%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
22
Increased
45
Reduced
56
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
51
Howard Capital Management
Georgia
$1.54M +$171K +1,171 +12%
PGAM
52
Princeton Global Asset Management
New Jersey
$1.49M +$62.6K +430 +4%
RWMH
53
Riverpoint Wealth Management Holdings
Illinois
$1.46M
SPA
54
Sentinel Pension Advisors
Massachusetts
$1.45M -$500K -3,430 -26%
CWM
55
Cornerstone Wealth Management
Missouri
$1.41M +$7.86K +54 +0.6%
HGERS
56
Householder Group Estate & Retirement Specialist
Arizona
$1.4M -$153K -1,049 -10%
SAM
57
Smartleaf Asset Management
Massachusetts
$1.36M +$295K +2,033 +28%
SSB
58
Sandy Spring Bank
Maryland
$1.34M
KAS
59
Kestra Advisory Services
Texas
$1.21M
SSWM
60
Sheets Smith Wealth Management
North Carolina
$1.19M -$5.83K -40 -0.5%
FPCP
61
Fort Point Capital Partners
California
$1.15M +$36.4K +250 +3%
AWA
62
ARQ Wealth Advisors
Arizona
$1.14M +$610K +4,187 +114%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.13M +$666K +4,570 +142%
HCM
64
Hengehold Capital Management
Ohio
$964K -$155K -1,067 -14%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$951K +$5.83K +40 +0.6%
MML Investors Services
66
MML Investors Services
Massachusetts
$947K +$582 +4 +0.1%
Goldman Sachs
67
Goldman Sachs
New York
$905K +$359K +2,463 +66%
ACM
68
Allred Capital Management
Texas
$841K +$30.1K +207 +4%
CFB
69
Cullen/Frost Bankers
Texas
$820K
SWP
70
Stratos Wealth Partners
Ohio
$781K
Luther King Capital Management (LKCM)
71
Luther King Capital Management (LKCM)
Texas
$779K -$707K
1IA
72
1620 Investment Advisors
Massachusetts
$776K +$4.81K +33 +0.6%
VC
73
Vicus Capital
Pennsylvania
$744K +$75.3K +517 +11%
DA
74
Detalus Advisors
Missouri
$717K -$56.8K -390 -7%
NGA
75
Naples Global Advisors
Florida
$711K