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SPDR MSCI USA StrategicFactors ETF

107 hedge funds and large institutions have $641M invested in SPDR MSCI USA StrategicFactors ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.85%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
13
Increased
39
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$305K 2,999 -323 -10%
JWCA
77
J.W. Cole Advisors
Florida
$287K 2,821
AAS
78
Ameritas Advisory Services
Nebraska
$286K 2,817
MA
79
Mezzasalma Advisors
New Jersey
$274K 2,699
CIAS
80
CFS Investment Advisory Services
New Jersey
$263K 262,271 +259,193 +8,421%
RIA
81
Realta Investment Advisors
Delaware
$260K 2,564 -180 -7%
1IA
82
1620 Investment Advisors
Massachusetts
$255K 2,509 +2,480 +8,552%
GL
83
Graypoint LLC
New York
$254K 2,499
QA
84
Quantitative Advantage
Minnesota
$239K 2,351 +354 +18%
MSCM
85
McElhenny Sheffield Capital Management
Texas
$237K 2,338 +2,338 New
IA
86
IFG Advisory
Georgia
$227K 2,235
SMG
87
Smart Money Group
Texas
$211K 2,073
AF
88
Advisornet Financial
Minnesota
$169K 1,663 -77 -4%
FHA
89
First Horizon Advisors
Tennessee
$126K 1,243
CL
90
COWA LLC
Oklahoma
$81K 800 +800 New
AWM
91
Aspire Wealth Management
Massachusetts
$69K 681
HI
92
Harbour Investments
Wisconsin
$65K 600
Fidelity Investments
93
Fidelity Investments
Massachusetts
$53K 525 +52 +11%
CFD
94
Creative Financial Designs
Indiana
$52K 513 +513 New
APA
95
American Portfolios Advisors
New York
$47.6K 469 +66 +16%
Wells Fargo
96
Wells Fargo
California
$47K 460
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$39K 381
GWM
98
Geneos Wealth Management
Colorado
$27K 270 -62 -19%
SPIA
99
Steward Partners Investment Advisory
New York
$22K 218 +103 +90%
RG
100
Retirement Group
California
$20K 196