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State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.17B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more funds holding

Funds holding: 153163 (+10)

3.89% more ownership

Funds ownership: 79.68%83.57% (+3.9%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$41.1M)

2% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 52

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
26
Increased
51
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$398K +$18K +113 +5%
JSW
102
Journey Strategic Wealth
New Jersey
$391K
CIAS
103
CFS Investment Advisory Services
New Jersey
$389K
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$388K -$4.14K -26 -1%
MFG
105
Merit Financial Group
Georgia
$382K +$1.12K +7 +0.3%
Osaic Holdings
106
Osaic Holdings
Arizona
$359K +$3.35K +21 +0.9%
BWM
107
BankPlus Wealth Management
Mississippi
$356K +$366K +2,299 New
JWCA
108
J.W. Cole Advisors
Florida
$344K -$3.83K -24 -1%
IWC
109
Integrated Wealth Concepts
Massachusetts
$343K -$7.01K -44 -2%
PCG
110
Prosperity Consulting Group
Maryland
$337K +$6.54K +41 +2%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$332K +$21K +132 +7%
Corient Private Wealth
112
Corient Private Wealth
Florida
$316K +$325K +2,038 New
GL
113
Graypoint LLC
New York
$307K
WFAG
114
Worth Financial Advisory Group
North Carolina
$305K
Lido Advisors
115
Lido Advisors
California
$294K
LIA
116
Lynx Investment Advisory
District of Columbia
$294K +$2.55K +16 +0.8%
FFN
117
Focus Financial Network
Minnesota
$285K +$638 +4 +0.2%
Mariner
118
Mariner
Kansas
$283K
CPW
119
Catalyst Private Wealth
California
$279K
HPC
120
Hobart Private Capital
North Carolina
$275K -$23.9K -150 -8%
B
121
Bailard
California
$273K
NEPWA
122
New England Private Wealth Advisors
Massachusetts
$264K +$2.39K +15 +0.9%
WIA
123
World Investment Advisors
California
$258K +$266K +1,666 New
VAF
124
Values Added Financial
District of Columbia
$245K -$1.27K -8 -0.5%
VFPW
125
Vantage Financial Partners (Wisconsin)
Wisconsin
$243K -$87.2K -547 -26%