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SPDR MSCI USA StrategicFactors ETF

127 hedge funds and large institutions have $744M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
2.03%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
18
Increased
33
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$410K 3,535
CWM
77
Collaborative Wealth Management
Florida
$398K 3,435 -285 -8%
CAN
78
Cetera Advisor Networks
California
$394K 3,397 +402 +13%
AC
79
Avant Capital
Louisiana
$373K 3,219
1IA
80
1620 Investment Advisors
Massachusetts
$369K 3,183 +814 +34%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$361K 3,117 -18 -0.6%
QA
82
Quantitative Advantage
Minnesota
$340K 2,937 +159 +6%
PAWA
83
Palo Alto Wealth Advisors
California
$340K 2,936 -478 -14%
BCI
84
Brinker Capital Investments
Pennsylvania
$335K 2,892 +2,892 New
OPS
85
Orion Portfolio Solutions
Nebraska
$335K 2,892 +2,892 New
AAS
86
Ameritas Advisory Services
Nebraska
$327K 2,817 -524 -16%
HAS
87
HBW Advisory Services
California
$308K 2,656 +2,656 New
JWCA
88
J.W. Cole Advisors
Florida
$306K 2,639 -96 -4%
CIAS
89
CFS Investment Advisory Services
New Jersey
$291K 2,511
GL
90
Graypoint LLC
New York
$290K 2,499
MA
91
Mezzasalma Advisors
New Jersey
$282K 2,430
RIA
92
Realta Investment Advisors
Delaware
$278K 2,400 -100 -4%
IA
93
IFG Advisory
Georgia
$259K 2,235
WFAG
94
Worth Financial Advisory Group
North Carolina
$254K 2,188 -90 -4%
AFG
95
Affinia Financial Group
Massachusetts
$251K 2,143 -1,613 -43%
SMG
96
Smart Money Group
Texas
$247K 2,094
CPW
97
Catalyst Private Wealth
California
$242K 2,089
PTC
98
Private Trust Company
Ohio
$236K 2,039 -1,281 -39%
AAS
99
Avantax Advisory Services
Texas
$231K 1,989 -606 -23%
IWC
100
Integrated Wealth Concepts
Massachusetts
$228K 1,970 +1,970 New