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State Street SPDR MSCI USA StrategicFactors ETF

155 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$9.06M)

0.64% more ownership

Funds ownership: 81.46%82.1% (+0.64%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

2% less funds holding

Funds holding: 158155 (-3)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
18
Increased
50
Reduced
57
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$374K +$23.8K +165 +7%
CIAS
102
CFS Investment Advisory Services
New Jersey
$370K
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$348K +$23.2K +161 +7%
JWCA
104
J.W. Cole Advisors
Florida
$333K -$42.9K -298 -12%
WFAG
105
Worth Financial Advisory Group
North Carolina
$324K -$18K -125 -5%
JSW
106
Journey Strategic Wealth
New Jersey
$304K
HPC
107
Hobart Private Capital
North Carolina
$297K -$167K -1,163 -37%
IA
108
IFG Advisory
Georgia
$296K +$289K +2,010 New
SIAP
109
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$296K
RIA
110
Realta Investment Advisors
Delaware
$294K -$39.3K -273 -12%
GL
111
Graypoint LLC
New York
$293K
Mariner
112
Mariner
Kansas
$283K -$7.2K -50 -3%
Lido Advisors
113
Lido Advisors
California
$280K -$1.58K -11 -0.6%
FFN
114
Focus Financial Network
Minnesota
$279K +$432 +3 +0.2%
LIA
115
Lynx Investment Advisory
District of Columbia
$278K +$271K +1,883 New
AAS
116
Avantax Advisory Services
Texas
$274K +$61.3K +426 +30%
IWC
117
Integrated Wealth Concepts
Massachusetts
$274K -$3.17K -22 -1%
CPW
118
Catalyst Private Wealth
California
$266K
William Blair & Company
119
William Blair & Company
Illinois
$261K +$167K +1,157 +188%
B
120
Bailard
California
$260K
CFD
121
Creative Financial Designs
Indiana
$259K +$37.3K +259 +17%
NEPWA
122
New England Private Wealth Advisors
Massachusetts
$249K +$1.58K +11 +0.7%
VAF
123
Values Added Financial
District of Columbia
$239K -$1.87K -13 -0.8%
SFP
124
Strategic Financial Partners
Oregon
$227K -$12.2K -85 -5%
FIA
125
Foundations Investment Advisors
Arizona
$226K +$220K +1,530 New