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State Street SPDR MSCI USA StrategicFactors ETF

117 hedge funds and large institutions have $753M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.7% more ownership

Funds ownership: 75.61%84.31% (+8.7%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 119117 (-2)

7% less capital invested

Capital invested by funds: $808M → $753M (-$55.1M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
1.85%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
12
Increased
34
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
76
Good Life Advisors
Pennsylvania
$345K -$146K -1,188 -30%
MA
77
Mezzasalma Advisors
New Jersey
$336K -$13.7K -112 -4%
RIA
78
Realta Investment Advisors
Delaware
$329K +$324K +2,640 New
GL
79
Graypoint LLC
New York
$311K
RJA
80
Raymond James & Associates
Florida
$304K
JWCA
81
J.W. Cole Advisors
Florida
$293K -$11K -90 -4%
IA
82
IFG Advisory
Georgia
$278K
SMG
83
Smart Money Group
Texas
$258K -$858 -7 -0.3%
5L
84
55I LLC
Massachusetts
$254K
1IA
85
1620 Investment Advisors
Massachusetts
$249K
QA
86
Quantitative Advantage
Minnesota
$237K -$150K -1,224 -39%
MWM
87
MBE Wealth Management
Wisconsin
$237K
ACM
88
Allred Capital Management
Texas
$235K
EFG
89
Erickson Financial Group
Pennsylvania
$219K -$21K -171 -9%
EWM
90
Echo Wealth Management
Minnesota
$217K -$368 -3 -0.2%
FHA
91
Flagship Harbor Advisors
Massachusetts
$214K -$57K -465 -21%
AF
92
Advisornet Financial
Minnesota
$214K +$13.5K +110 +7%
HCM
93
Hengehold Capital Management
Ohio
$211K -$6.5K -53 -3%
ERIM
94
Eagle Ridge Investment Management
Connecticut
$204K -$24.5K -200 -11%
WSWA
95
Warren Street Wealth Advisors
California
$203K -$949K -7,737 -83%
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$202K -$133K -1,085 -40%
SFP
97
Strategic Financial Partners
Oregon
$200K
TRCT
98
Tower Research Capital (TRC)
New York
$172K +$24.5K +200 +17%
HA
99
Herold Advisors
New York
$162K +$159K +1,300 New
UBS Group
100
UBS Group
Switzerland
$160K +$112K +913 +245%