We are live on ! Find out more
QUS icon

State Street SPDR MSCI USA StrategicFactors ETF

107 hedge funds and large institutions have $641M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

4.81% more ownership

Funds ownership: 79.38%84.19% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $646M → $641M (-$5.1M)

4% less funds holding

Funds holding: 111107 (-4)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.84%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
13
Increased
39
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Accel Wealth Management
Iowa
$13K
EWA
102
EverSource Wealth Advisors
Alabama
$7K
TVWM
103
Tower View Wealth Management
Wisconsin
$7K
CIAS
104
Capital Investment Advisory Services
North Carolina
$5K
First Manhattan
105
First Manhattan
New York
$3K -$448 -4 -11%
GRP
106
Global Retirement Partners
California
$2K
UBS Group
107
UBS Group
Switzerland
$2K +$2.46K +22 New
LRWA
108
Long Run Wealth Advisors
New York
-$2.9M -26,843 Closed
CAN
109
Cetera Advisor Networks
California
-$2.78M -25,746 Closed
ES
110
Eagle Strategies
New York
-$678K -6,274 Closed
KM
111
Kalos Management
Georgia
-$487K -4,316 Closed
MML Investors Services
112
MML Investors Services
Massachusetts
-$455K -4,208 Closed
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
-$401K -3,624 Closed
RJA
114
Raymond James & Associates
Florida
-$294K -2,720 Closed
5L
115
55I LLC
Massachusetts
-$220K -2,040 Closed
GLA
116
Good Life Advisors
Pennsylvania
-$213K -1,968 Closed
IWC
117
Integrated Wealth Concepts
Massachusetts
-$202K -1,866 Closed
ACM
118
Allred Capital Management
Texas
-$201K -1,865 Closed
NEPWA
119
New England Private Wealth Advisors
Massachusetts
-$202K -1,624 Closed
Creative Planning
120
Creative Planning
Kansas
-$85K -783 Closed
SWM
121
Spire Wealth Management
Virginia
-$19K -180 Closed
HFS
122
Heritage Financial Services
Massachusetts
-$10K -97 Closed