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State Street SPDR MSCI USA StrategicFactors ETF

188 hedge funds and large institutions have $1.09B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

6% more funds holding

Funds holding: 178188 (+10)

9.82% less ownership

Funds ownership: 83.03%73.21% (-9.8%)

14% less capital invested

Capital invested by funds: $1.27B → $1.09B (-$181M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

46% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 71

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
29
Increased
38
Reduced
71
Closed
16
Calls
$275K
Puts
Net Calls
+$275K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
76
Naples Global Advisors
Florida
$828K
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$827K +$850K +4,817 New
Luther King Capital Management (LKCM)
78
Luther King Capital Management (LKCM)
Texas
$778K
VA
79
VestGen Advisors
Illinois
$761K +$114K +648 +18%
AZ
80
Alpha Zero
Florida
$753K
VC
81
Vicus Capital
Pennsylvania
$748K
AF
82
Apollon Financial
South Carolina
$747K
JP Morgan Chase
83
JP Morgan Chase
New York
$670K +$114K +645 +19%
RT
84
Rockland Trust
Massachusetts
$650K -$16.8K -95 -2%
GWM
85
Gilpin Wealth Management
Colorado
$627K -$882 -5 -0.1%
TRCT
86
Tower Research Capital (TRC)
New York
$625K +$642K +3,639 New
PTC
87
Private Trust Company
Ohio
$600K
CFB
88
Cullen/Frost Bankers
Texas
$598K
VBFP
89
Valtinson Bruner Financial Planning
Minnesota
$592K
OFG
90
Opulen Financial Group
Virginia
$581K
ACA
91
Aptus Capital Advisors
Alabama
$574K -$44.1K -250 -7%
FGG
92
Financial Guidance Group
Florida
$574K -$44.1K -250 -7%
AC
93
Avant Capital
Louisiana
$569K
GM
94
GeoWealth Management
Illinois
$567K -$58.8K -333 -9%
Osaic Holdings
95
Osaic Holdings
Arizona
$553K +$48.7K +276 +9%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$514K -$28.8K -163 -5%
SA
97
Sanctuary Advisors
Indiana
$508K -$12.4K -70 -2%
JCA
98
January Capital Advisors
California
$506K +$520K +2,949 New
JRPCML
99
J. R. Prunier Capital Management LLC
Massachusetts
$488K
SWM
100
SK Wealth Management
Rhode Island
$485K