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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

167 hedge funds and large institutions have $1.33B invested in SPDR MSCI USA StrategicFactors ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.24%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
17
Increased
68
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$64.4M
2
PFA
2
Presper Financial Architects
Ohio
$29.1M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$324M
4
WA
4
Win Advisors
Florida
$9.04M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$61.4M

Top Sellers

1
BIP
1
Bouvel Investment Partners
Pennsylvania
$0
2
ECA
2
Elevation Capital Advisory
Oregon
$0
3
GWM
3
Geneos Wealth Management
Colorado
$142K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.7M
5
GAG
5
Goodman Advisory Group
Massachusetts
$7.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HFA
76
Hershey Financial Advisers
Pennsylvania
$1.06M 6,507 +6,507 New
HCM
77
Hengehold Capital Management
Ohio
$1.05M 6,438 -59 -0.9%
1IA
78
1620 Investment Advisors
Massachusetts
$995K 6,103 +244 +4%
WC
79
Waterloo Capital
Texas
$991K 6,076 +2,261 +59%
VA
80
VestGen Advisors
Illinois
$846K 5,167 +1,464 +40%
Luther King Capital Management (LKCM)
81
Luther King Capital Management (LKCM)
Texas
– – – –
DA
82
Detalus Advisors
Missouri
$803K 4,924 -2 -0%
NGA
83
Naples Global Advisors
Florida
$787K 4,825 -200 -4%
VC
84
Vicus Capital
Pennsylvania
$755K 4,627 +91 +2%
NS
85
NBC Securities
Alabama
$717K 4,398 +885 +25%
EBT
86
Enterprise Bank & Trust
Massachusetts
$711K 4,360 – –
AF
87
Apollon Financial
South Carolina
$652K 4,000 +115 +3%
EWA
88
EP Wealth Advisors
California
$605K 3,712 -466 -11%
NP
89
NorthRock Partners
Minnesota
$587K 3,600 -2,621 -42%
ACA
90
Aptus Capital Advisors
Alabama
$586K 3,596 – –
FGG
91
Financial Guidance Group
Florida
$586K 3,596 – –
PTC
92
Private Trust Company
Ohio
$570K 3,496 -184 -5%
CFB
93
Cullen/Frost Bankers
Texas
$568K 3,483 – –
VBFP
94
Valtinson Bruner Financial Planning
Minnesota
$560K 3,435 +12 +0.4%
SWM
95
SK Wealth Management
Rhode Island
$554K 3,382 +20 +0.6%
OFG
96
Opulen Financial Group
Virginia
$547K 3,356 +8 +0.2%
RFM
97
Royal Fund Management
Florida
$544K 3,333 -5 -0.1%
Osaic Holdings
98
Osaic Holdings
Arizona
$535K 3,390 -1,123 -25%
AC
99
Avant Capital
Louisiana
$522K 3,202 +216 +7%
NL
100
NWAM LLC
Washington
$495K 3,021 +3,021 New
2 3
4
5 6