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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

162 hedge funds and large institutions have $1.17B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
2.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
51
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$37.3M
2
Raymond James Financial
2
Raymond James Financial
Florida
$22.9M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$291M
4
PRRFG
4
Paul R. Ried Financial Group
Washington
$9.15M
5
HFS
5
Hughes Financial Services
Virginia
$7.28M

Top Sellers

1
TWM
1
Tolleson Wealth Management
Texas
$94.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.4M
3
GM
3
GeoWealth Management
Illinois
$1.16M
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
NGA
76
Naples Global Advisors
Florida
$834K 5,385 -131 -2%
SWP
77
Stratos Wealth Partners
Ohio
$832K 5,373 +12 +0.2%
WC
78
Waterloo Capital
Texas
$821K 5,302 -2,743 -34%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
– – – –
VC
80
Vicus Capital
Pennsylvania
$798K 5,157 -3 -0.1%
DA
81
Detalus Advisors
Missouri
$763K 4,926 – –
CFB
82
Cullen/Frost Bankers
Texas
$694K 4,483 -1,150 -20%
EBT
83
Enterprise Bank & Trust
Massachusetts
$675K 4,360 – –
CCA
84
Criterion Capital Advisors
Tennessee
$646K 4,378 – –
AF
85
Apollon Financial
South Carolina
$592K 3,820 +1,640 +75%
FGG
86
Financial Guidance Group
Florida
$557K 3,596 – –
ACA
87
Aptus Capital Advisors
Alabama
$557K 3,596 – –
PTC
88
Private Trust Company
Ohio
$541K 3,496 +500 +17%
VBFP
89
Valtinson Bruner Financial Planning
Minnesota
$530K 3,423 -23 -0.7%
RFM
90
Royal Fund Management
Florida
$521K 3,357 -3,737 -53%
SWM
91
SK Wealth Management
Rhode Island
$521K 3,362 – –
OFG
92
Opulen Financial Group
Virginia
$518K 3,348 +3,348 New
IAN
93
Integrated Advisors Network
Texas
$499K 3,222 +3 +0.1%
PAWA
94
Palo Alto Wealth Advisors
California
$480K 3,100 +55 +2%
GIA
95
Gladstone Institutional Advisory
Florida
$472K 3,051 +568 +23%
AC
96
Avant Capital
Louisiana
$463K 2,990 +2,990 New
SA
97
Sanctuary Advisors
Indiana
$443K 2,741 +5 +0.2%
FTS
98
Fifth Third Securities
Ohio
$418K 2,697 -463 -15%
CWM
99
Collaborative Wealth Management
Florida
$403K 2,605 -52 -2%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$398K 2,568 +113 +5%
2 3
4
5 6