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State Street SPDR MSCI USA StrategicFactors ETF

180 hedge funds and large institutions have $1.28B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

5% more funds holding

Funds holding: 172180 (+8)

0.41% less ownership

Funds ownership: 83.87%83.46% (-0.41%)

4% less capital invested

Capital invested by funds: $1.33B → $1.28B (-$50.5M)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

41% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 64

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.09%
New
22
Increased
38
Reduced
64
Closed
9
Calls
$325K
Puts
Net Calls
+$325K
Net Calls Change
+$325K
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
51
Harbor Investment Advisory
Maryland
$2.12M +$66.5K +401 +3%
LIA
52
LBMC Investment Advisors
Tennessee
$2.12M
TF
53
Theory Financial
Colorado
$2.04M -$560K -3,374 -22%
ML
54
McAdam LLC
Pennsylvania
$1.9M -$46.6K -281 -2%
PGAM
55
Princeton Global Asset Management
New Jersey
$1.89M -$54.8K -330 -3%
GA
56
Goldstein Advisors
Wisconsin
$1.85M -$74.3K -448 -4%
SFP
57
Strategic Financial Partners
Oregon
$1.85M +$37.7K +227 +2%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$1.82M +$158K +953 +10%
MFG
59
Merit Financial Group
Georgia
$1.82M +$28K +169 +2%
ACM
60
Allred Capital Management
Texas
$1.82M +$233K +1,402 +15%
SAM
61
Smartleaf Asset Management
Massachusetts
$1.66M -$1.6M -9,632 -50%
SPA
62
Sentinel Pension Advisors
Massachusetts
$1.51M -$53.8K -324 -4%
LFAS
63
Level Four Advisory Services
Texas
$1.51M -$5.31K -32 -0.4%
RWMH
64
Riverpoint Wealth Management Holdings
Illinois
$1.49M -$121K -730 -8%
SOS
65
Silver Oak Securities
Tennessee
$1.36M -$696K -4,197 -35%
SWP
66
Stratos Wealth Partners
Ohio
$1.36M
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$1.33M -$167K -1,008 -11%
CWM
68
Cornerstone Wealth Management
Missouri
$1.31M -$8.46K -51 -0.7%
SSWM
69
Sheets Smith Wealth Management
North Carolina
$1.29M +$498 +3 +0%
WMWM
70
Wilkins Miller Wealth Management
Alabama
$1.21M
GM
71
GeoWealth Management
Illinois
$1.19M -$41.5K -250 -3%
NP
72
NorthRock Partners
Minnesota
$1.1M +$464K +2,798 +78%
HCM
73
Hengehold Capital Management
Ohio
$1.1M -$6.8K -41 -0.6%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$1.02M +$784K +4,726 +376%
AFG
75
Atomi Financial Group
New York
$1.02M -$219K -1,318 -18%