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State Street SPDR MSCI USA StrategicFactors ETF

153 hedge funds and large institutions have $1.13B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$61M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 155153 (-2)

2.42% less ownership

Funds ownership: 82.1%79.68% (-2.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

34% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 61

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
16
Increased
40
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$1.77M -$84K -553 -5%
PGAM
52
Princeton Global Asset Management
New Jersey
$1.71M +$77.3K +509 +5%
HCM
53
Howard Capital Management
Georgia
$1.7M -$2.28K -15 -0.1%
JWBC
54
John W. Brooker & Co
California
$1.64M -$22.2K -146 -1%
HH
55
Hilltop Holdings
Texas
$1.61M +$1.56M +10,250 New
RWMH
56
Riverpoint Wealth Management Holdings
Illinois
$1.51M -$80.8K -532 -5%
SSB
57
Sandy Spring Bank
Maryland
$1.45M
SPA
58
Sentinel Pension Advisors
Massachusetts
$1.42M -$95.6K -629 -7%
CWM
59
Cornerstone Wealth Management
Missouri
$1.42M -$63.5K -418 -4%
Citadel Advisors
60
Citadel Advisors
Florida
$1.36M -$1.86M -12,261 -59%
Jane Street
61
Jane Street
New York
$1.35M +$692K +4,551 +114%
KAS
62
Kestra Advisory Services
Texas
$1.32M
WC
63
Waterloo Capital
Texas
$1.27M +$674K +4,436 +123%
SSWM
64
Sheets Smith Wealth Management
North Carolina
$1.27M -$16.3K -107 -1%
FPCP
65
Fort Point Capital Partners
California
$1.27M +$19.8K +130 +2%
ACM
66
Allred Capital Management
Texas
$1.23M +$125K +825 +12%
VCM
67
Versant Capital Management
Arizona
$1.18M +$510K +3,355 +81%
HIA
68
Harbor Investment Advisory
Maryland
$1.14M +$260K +1,711 +31%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$1.12M -$25.2K -166 -2%
RFM
70
Royal Fund Management
Florida
$1.12M -$3.91M -25,755 -78%
HGERS
71
Householder Group Estate & Retirement Specialist
Arizona
$1.07M -$207K -1,361 -17%
HCM
72
Hengehold Capital Management
Ohio
$1.03M
CFB
73
Cullen/Frost Bankers
Texas
$887K
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$879K -$12.3K -81 -1%
1IA
75
1620 Investment Advisors
Massachusetts
$873K -$608 -4 -0.1%