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State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.17B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more funds holding

Funds holding: 153163 (+10)

3.89% more ownership

Funds ownership: 79.68%83.57% (+3.9%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$41.1M)

2% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 52

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
26
Increased
51
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
76
Naples Global Advisors
Florida
$834K -$20.9K -131 -2%
SWP
77
Stratos Wealth Partners
Ohio
$832K +$1.91K +12 +0.2%
WC
78
Waterloo Capital
Texas
$821K -$437K -2,743 -34%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$806K
VC
80
Vicus Capital
Pennsylvania
$798K -$478 -3 -0.1%
DA
81
Detalus Advisors
Missouri
$763K
CFB
82
Cullen/Frost Bankers
Texas
$694K -$183K -1,150 -20%
AZ
83
Alpha Zero
Florida
$680K +$700K +4,389 New
EBT
84
Enterprise Bank & Trust
Massachusetts
$675K
CCA
85
Criterion Capital Advisors
Tennessee
$646K
AF
86
Apollon Financial
South Carolina
$592K +$261K +1,640 +75%
ACA
87
Aptus Capital Advisors
Alabama
$557K
FGG
88
Financial Guidance Group
Florida
$557K
PTC
89
Private Trust Company
Ohio
$541K +$79.7K +500 +17%
VBFP
90
Valtinson Bruner Financial Planning
Minnesota
$530K -$3.67K -23 -0.7%
RFM
91
Royal Fund Management
Florida
$521K -$596K -3,737 -53%
SWM
92
SK Wealth Management
Rhode Island
$521K
OFG
93
Opulen Financial Group
Virginia
$518K +$534K +3,348 New
IAN
94
Integrated Advisors Network
Texas
$499K +$478 +3 +0.1%
PAWA
95
Palo Alto Wealth Advisors
California
$480K +$8.77K +55 +2%
GIA
96
Gladstone Institutional Advisory
Florida
$472K +$90.5K +568 +23%
AC
97
Avant Capital
Louisiana
$463K +$477K +2,990 New
SA
98
Sanctuary Advisors
Indiana
$443K +$797 +5 +0.2%
FTS
99
Fifth Third Securities
Ohio
$418K -$73.8K -463 -15%
CWM
100
Collaborative Wealth Management
Florida
$403K -$8.29K -52 -2%