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State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$21.6M)

0% more funds holding

Funds holding: 163163 (0)

1.13% less ownership

Funds ownership: 83.57%82.44% (-1.1%)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

Holders
163
Holders Change
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
17
Increased
45
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$779K +$768K +4,837 +3,557%
DA
77
Detalus Advisors
Missouri
$772K
VC
78
Vicus Capital
Pennsylvania
$711K -$98.6K -621 -12%
Osaic Holdings
79
Osaic Holdings
Arizona
$707K +$349K +2,197 +95%
AZ
80
Alpha Zero
Florida
$688K
EBT
81
Enterprise Bank & Trust
Massachusetts
$683K
EWA
82
EP Wealth Advisors
California
$655K +$663K +4,178 New
AF
83
Apollon Financial
South Carolina
$609K +$10.3K +65 +2%
WC
84
Waterloo Capital
Texas
$598K -$236K -1,487 -28%
Corient Private Wealth
85
Corient Private Wealth
Florida
$587K +$271K +1,707 +84%
VA
86
VestGen Advisors
Illinois
$580K +$588K +3,703 New
PTC
87
Private Trust Company
Ohio
$577K +$29.2K +184 +5%
ACA
88
Aptus Capital Advisors
Alabama
$563K
FGG
89
Financial Guidance Group
Florida
$563K
NS
90
NBC Securities
Alabama
$550K +$557K +3,509 +87,725%
CFB
91
Cullen/Frost Bankers
Texas
$546K -$159K -1,000 -22%
VBFP
92
Valtinson Bruner Financial Planning
Minnesota
$536K
OFG
93
Opulen Financial Group
Virginia
$525K
RFM
94
Royal Fund Management
Florida
$524K -$3.02K -19 -0.6%
IAN
95
Integrated Advisors Network
Texas
$501K -$3.65K -23 -0.7%
TRCT
96
Tower Research Capital (TRC)
New York
$497K +$377K +2,376 +298%
SWM
97
SK Wealth Management
Rhode Island
$489K
AC
98
Avant Capital
Louisiana
$468K -$635 -4 -0.1%
Envestnet Portfolio Solutions
99
Envestnet Portfolio Solutions
Illinois
$466K -$430K -2,710 -48%
PW
100
PUREfi Wealth
Massachusetts
$444K +$450K +2,835 New