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State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$21.6M)

0% more funds holding

Funds holding: 163163 (0)

1.13% less ownership

Funds ownership: 83.57%82.44% (-1.1%)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

Holders
163
Holders Change
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
17
Increased
45
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
51
Princeton Global Asset Management
New Jersey
$1.86M +$143K +903 +8%
ML
52
McAdam LLC
Pennsylvania
$1.85M -$42.5K -268 -2%
HIA
53
Harbor Investment Advisory
Maryland
$1.8M +$41.3K +260 +2%
GA
54
Goldstein Advisors
Wisconsin
$1.77M -$2.38K -15 -0.1%
JP Morgan Chase
55
JP Morgan Chase
New York
$1.76M
JWBC
56
John W. Brooker & Co
California
$1.6M -$24.8K -156 -2%
RWMH
57
Riverpoint Wealth Management Holdings
Illinois
$1.51M
SSB
58
Sandy Spring Bank
Maryland
$1.44M
SPA
59
Sentinel Pension Advisors
Massachusetts
$1.41M -$20.6K -130 -1%
LFAS
60
Level Four Advisory Services
Texas
$1.4M -$335K -2,108 -19%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$1.35M -$91.1K -574 -6%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$1.34M +$178K +1,124 +15%
CWM
63
Cornerstone Wealth Management
Missouri
$1.34M -$129K -811 -9%
KAS
64
Kestra Advisory Services
Texas
$1.32M -$5.71K -36 -0.4%
FPCP
65
Fort Point Capital Partners
California
$1.28M +$15.9K +100 +1%
ACM
66
Allred Capital Management
Texas
$1.28M +$11.9K +75 +0.9%
SSWM
67
Sheets Smith Wealth Management
North Carolina
$1.2M -$14.8K -93 -1%
GM
68
GeoWealth Management
Illinois
$1.15M -$24.4K -154 -2%
HCM
69
Hengehold Capital Management
Ohio
$1.02M -$4.13K -26 -0.4%
WMWM
70
Wilkins Miller Wealth Management
Alabama
$1.01M +$1.02M +6,425 New
NP
71
NorthRock Partners
Minnesota
$975K +$987K +6,221 New
1IA
72
1620 Investment Advisors
Massachusetts
$918K +$17K +107 +2%
HH
73
Hilltop Holdings
Texas
$808K -$390K -2,458 -32%
Luther King Capital Management (LKCM)
74
Luther King Capital Management (LKCM)
Texas
$803K
NGA
75
Naples Global Advisors
Florida
$787K -$57.1K -360 -7%