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State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.17B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more funds holding

Funds holding: 153163 (+10)

3.89% more ownership

Funds ownership: 79.68%83.57% (+3.9%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$41.1M)

2% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 52

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
26
Increased
51
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ML
51
McAdam LLC
Pennsylvania
$1.87M -$104K -655 -5%
SOS
52
Silver Oak Securities
Tennessee
$1.86M +$1.91M +12,009 New
GA
53
Goldstein Advisors
Wisconsin
$1.75M -$3.19K -20 -0.2%
JP Morgan Chase
54
JP Morgan Chase
New York
$1.74M +$1.62M +10,183 +943%
HIA
55
Harbor Investment Advisory
Maryland
$1.74M +$634K +3,975 +55%
LFAS
56
Level Four Advisory Services
Texas
$1.71M -$53.1K -333 -3%
PGAM
57
Princeton Global Asset Management
New Jersey
$1.7M +$12.3K +77 +0.7%
JWBC
58
John W. Brooker & Co
California
$1.6M -$11.8K -74 -0.7%
RWMH
59
Riverpoint Wealth Management Holdings
Illinois
$1.49M +$13.1K +82 +0.9%
CWM
60
Cornerstone Wealth Management
Missouri
$1.45M +$58K +364 +4%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$1.43M -$2.65M -16,648 -64%
SSB
62
Sandy Spring Bank
Maryland
$1.43M
SPA
63
Sentinel Pension Advisors
Massachusetts
$1.41M +$15.9K +100 +1%
KAS
64
Kestra Advisory Services
Texas
$1.31M +$16.3K +102 +1%
ACM
65
Allred Capital Management
Texas
$1.25M +$43.8K +275 +4%
FPCP
66
Fort Point Capital Partners
California
$1.25M +$5.58K +35 +0.4%
SSWM
67
Sheets Smith Wealth Management
North Carolina
$1.2M -$49.3K -309 -4%
HH
68
Hilltop Holdings
Texas
$1.18M -$420K -2,634 -26%
GM
69
GeoWealth Management
Illinois
$1.16M -$4.78M -29,976 -80%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.15M +$52.4K +329 +5%
HCM
71
Hengehold Capital Management
Ohio
$1.01M -$4.78K -30 -0.5%
IAA
72
Independent Advisor Alliance
North Carolina
$991K +$1.02M +6,400 New
1IA
73
1620 Investment Advisors
Massachusetts
$891K +$33.6K +211 +4%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$881K +$17.4K +109 +2%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$858K -$940K -5,899 -52%