We are live on ! Find out more
QUS icon

State Street SPDR MSCI USA StrategicFactors ETF

153 hedge funds and large institutions have $1.13B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$61M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 155153 (-2)

2.42% less ownership

Funds ownership: 82.1%79.68% (-2.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

34% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 61

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
16
Increased
40
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
76
Naples Global Advisors
Florida
$869K +$95.9K +631 +13%
SWP
77
Stratos Wealth Partners
Ohio
$845K +$2.43K +16 +0.3%
HAS
78
HBW Advisory Services
California
$841K -$251K -1,650 -24%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$836K
VC
80
Vicus Capital
Pennsylvania
$813K -$8.66K -57 -1%
DA
81
Detalus Advisors
Missouri
$776K
NS
82
NBC Securities
Alabama
$757K +$190K +1,251 +35%
EBT
83
Enterprise Bank & Trust
Massachusetts
$687K
CCA
84
Criterion Capital Advisors
Tennessee
$646K
ACA
85
Aptus Capital Advisors
Alabama
$567K
FGG
86
Financial Guidance Group
Florida
$567K
DWM
87
Drive Wealth Management
Utah
$565K
VBFP
88
Valtinson Bruner Financial Planning
Minnesota
$543K
SWM
89
SK Wealth Management
Rhode Island
$526K +$511K +3,362 New
IAN
90
Integrated Advisors Network
Texas
$507K -$13.1K -86 -3%
FTS
91
Fifth Third Securities
Ohio
$498K -$156K -1,027 -25%
PAWA
92
Palo Alto Wealth Advisors
California
$486K
PTC
93
Private Trust Company
Ohio
$472K
SA
94
Sanctuary Advisors
Indiana
$443K -$117K -770 -22%
CWM
95
Collaborative Wealth Management
Florida
$419K +$9.57K +63 +2%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$399K
JSW
97
Journey Strategic Wealth
New Jersey
$397K +$69.8K +459 +22%
CIAS
98
CFS Investment Advisory Services
New Jersey
$396K
GIA
99
Gladstone Institutional Advisory
Florida
$391K -$65.8K -433 -15%
MFG
100
Merit Financial Group
Georgia
$387K -$78.3K -515 -17%