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SPDR MSCI USA StrategicFactors ETF

127 hedge funds and large institutions have $773M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 9 closing their positions.

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
12
Increased
44
Reduced
50
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFO
101
Pathstone Family Office
New Jersey
$228K 1,851
RJA
102
Raymond James & Associates
Florida
$207K 1,684 +1,684 New
NEPWA
103
New England Private Wealth Advisors
Massachusetts
$205K 1,662 +1,662 New
VAF
104
Values Added Financial
District of Columbia
$201K 1,634 +1,634 New
UBS Group
105
UBS Group
Switzerland
$163K 1,324 +620 +88%
FHA
106
First Horizon Advisors
Tennessee
$153K 1,243
CFD
107
Creative Financial Designs
Indiana
$109K 884 +348 +65%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$104K 846 +493 +140%
IA
109
IFP Advisors
Florida
$104K 843 -227 -21%
AWM
110
Aspire Wealth Management
Massachusetts
$85.2K 693 +5 +0.7%
CSPIA
111
Cary Street Partners Investment Advisory
Virginia
$67K 545
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62K 504 +504 New
Wells Fargo
113
Wells Fargo
California
$53K 431 +1 +0.2%
RCM
114
Raleigh Capital Management
North Carolina
$47.6K 387 +164 +74%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$47K 381 -64 -14%
HI
116
Harbour Investments
Wisconsin
$43K 350
SPIA
117
Steward Partners Investment Advisory
New York
$26.8K 218
US Bancorp
118
US Bancorp
Minnesota
$24.6K 200
AF
119
Allworth Financial
California
$23.9K 194 +194 New
BWP
120
Baldwin Wealth Partners
Massachusetts
$21.6K 176 +176 New
RG
121
Retirement Group
California
$15.9K 130 -30 -19%
AF
122
Advisornet Financial
Minnesota
$15.4K 125
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$6.76K 55 +55 New
SIS
124
Sound Income Strategies
Florida
$6.76K 55 +55 New
CIAS
125
Capital Investment Advisory Services
North Carolina
$5.53K 45