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State Street SPDR MSCI USA StrategicFactors ETF

178 hedge funds and large institutions have $1.27B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.43% less ownership

Funds ownership: 83.46%83.03% (-0.43%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$9.61M)

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1% less funds holding

Funds holding: 180178 (-2)

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
59
Reduced
60
Closed
15
Calls
$279K
Puts
Net Calls
+$279K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
76
Naples Global Advisors
Florida
$840K
Luther King Capital Management (LKCM)
77
Luther King Capital Management (LKCM)
Texas
$790K
AZ
78
Alpha Zero
Florida
$764K
VC
79
Vicus Capital
Pennsylvania
$759K -$59.7K -346 -7%
AF
80
Apollon Financial
South Carolina
$758K +$25.9K +150 +4%
RT
81
Rockland Trust
Massachusetts
$676K -$10K -58 -1%
NL
82
NWAM LLC
Washington
$674K +$160K +929 +32%
SIG
83
Spinnaker Investment Group
California
$672K +$36.2K +210 +6%
GWM
84
Gilpin Wealth Management
Colorado
$637K +$630K +3,656 New
GM
85
GeoWealth Management
Illinois
$633K -$574K -3,330 -48%
ACA
86
Aptus Capital Advisors
Alabama
$626K
FGG
87
Financial Guidance Group
Florida
$626K
VA
88
VestGen Advisors
Illinois
$611K -$294K -1,703 -33%
PTC
89
Private Trust Company
Ohio
$609K
CFB
90
Cullen/Frost Bankers
Texas
$607K
VBFP
91
Valtinson Bruner Financial Planning
Minnesota
$601K +$2.93K +17 +0.5%
OFG
92
Opulen Financial Group
Virginia
$589K +$4.83K +28 +0.8%
JP Morgan Chase
93
JP Morgan Chase
New York
$581K +$246K +1,427 +75%
AC
94
Avant Capital
Louisiana
$578K +$2.07K +12 +0.4%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$550K +$71.4K +414 +15%
RFM
96
Royal Fund Management
Florida
$534K +$146K +844 +38%
SA
97
Sanctuary Advisors
Indiana
$528K -$2.24K -13 -0.4%
Osaic Holdings
98
Osaic Holdings
Arizona
$513K -$357K -2,073 -41%
SWM
99
SK Wealth Management
Rhode Island
$498K -$101K -583 -17%
JRPCML
100
J. R. Prunier Capital Management LLC
Massachusetts
$496K +$490K +2,845 New