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State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$21.6M)

0% more funds holding

Funds holding: 163163 (0)

1.13% less ownership

Funds ownership: 83.57%82.44% (-1.1%)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

Holders
163
Holders Change
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
17
Increased
45
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$439K +$9.52K +60 +2%
AAS
102
Ameritas Advisory Services
Nebraska
$438K -$5.89M -37,098 -93%
RL
103
Retireful LLC
Michigan
$437K +$24.9K +157 New
PAWA
104
Palo Alto Wealth Advisors
California
$435K -$55.6K -350 -11%
TNA
105
True North Advisors
Texas
$406K +$412K +2,593 New
JSW
106
Journey Strategic Wealth
New Jersey
$395K -$159 -1 -0%
CIAS
107
CFS Investment Advisory Services
New Jersey
$393K
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$393K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$392K +$56.5K +356 +17%
MFG
110
Merit Financial Group
Georgia
$379K -$6.98K -44 -2%
GIA
111
Gladstone Institutional Advisory
Florida
$345K -$135K -848 -28%
PCG
112
Prosperity Consulting Group
Maryland
$341K
IWC
113
Integrated Wealth Concepts
Massachusetts
$322K -$24.9K -157 -7%
VCM
114
Virtue Capital Management
Tennessee
$315K +$320K +2,015 New
GL
115
Graypoint LLC
New York
$311K
WFAG
116
Worth Financial Advisory Group
North Carolina
$308K
Lido Advisors
117
Lido Advisors
California
$298K
LIA
118
Lynx Investment Advisory
District of Columbia
$298K
FFN
119
Focus Financial Network
Minnesota
$289K
Mariner
120
Mariner
Kansas
$286K
CWM
121
Collaborative Wealth Management
Florida
$284K -$126K -795 -31%
CPW
122
Catalyst Private Wealth
California
$282K
B
123
Bailard
California
$277K
NEPWA
124
New England Private Wealth Advisors
Massachusetts
$276K +$8.89K +56 +3%
EF
125
Empowered Funds
Pennsylvania
$275K +$281K +1,771 New