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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

162 hedge funds and large institutions have $1.17B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
2.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
51
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$37.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$22.9M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$291M
4
PRRFG
4
Paul R. Ried Financial Group
Washington
$9.15M
5
HFS
5
Hughes Financial Services
Virginia
$7.28M

Top Sellers

1
TWM
1
Tolleson Wealth Management
Texas
$94.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.4M
3
GM
3
GeoWealth Management
Illinois
$1.16M
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
ML
51
McAdam LLC
Pennsylvania
$1.87M 12,077 -655 -5%
SOS
52
Silver Oak Securities
Tennessee
$1.86M 12,009 +12,009 New
GA
53
Goldstein Advisors
Wisconsin
$1.75M 11,299 -20 -0.2%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$1.74M 11,263 +10,183 +943%
HIA
55
Harbor Investment Advisory
Maryland
$1.74M 11,242 +3,975 +55%
LFAS
56
Level Four Advisory Services
Texas
$1.71M 11,066 -333 -3%
PGAM
57
Princeton Global Asset Management
New Jersey
$1.7M 10,957 +77 +0.7%
JWBC
58
John W. Brooker & Co
California
$1.6M 10,344 -74 -0.7%
RWMH
59
Riverpoint Wealth Management Holdings
Illinois
$1.49M 9,649 +82 +0.9%
CWM
60
Cornerstone Wealth Management
Missouri
$1.45M 9,376 +364 +4%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$1.43M 9,211 -16,648 -64%
SSB
62
Sandy Spring Bank
Maryland
$1.43M 9,207 – –
SPA
63
Sentinel Pension Advisors
Massachusetts
$1.41M 9,124 +100 +1%
KAS
64
Kestra Advisory Services
Texas
$1.31M 8,450 +102 +1%
ACM
65
Allred Capital Management
Texas
$1.25M 8,078 +275 +4%
FPCP
66
Fort Point Capital Partners
California
$1.25M 8,071 +35 +0.4%
SSWM
67
Sheets Smith Wealth Management
North Carolina
$1.2M 7,730 -309 -4%
HH
68
Hilltop Holdings
Texas
$1.18M 7,616 -2,634 -26%
GM
69
GeoWealth Management
Illinois
$1.16M 7,494 -29,976 -80%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.15M 7,443 +329 +5%
HCM
71
Hengehold Capital Management
Ohio
$1.01M 6,523 -30 -0.5%
IAA
72
Independent Advisor Alliance
North Carolina
$991K 6,400 +6,400 New
1IA
73
1620 Investment Advisors
Massachusetts
$891K 5,752 +211 +4%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$881K 5,687 +109 +2%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$858K 5,544 -5,899 -52%
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3
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