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State Street SPDR MSCI USA StrategicFactors ETF

180 hedge funds and large institutions have $1.28B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

5% more funds holding

Funds holding: 172180 (+8)

0.41% less ownership

Funds ownership: 83.87%83.46% (-0.41%)

4% less capital invested

Capital invested by funds: $1.33B → $1.28B (-$50.5M)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

41% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 64

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.09%
New
22
Increased
38
Reduced
64
Closed
9
Calls
$325K
Puts
Net Calls
+$325K
Net Calls Change
+$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$470K +$664 +4 +0.1%
TNA
102
True North Advisors
Texas
$444K
AAS
103
Ameritas Advisory Services
Nebraska
$441K -$5.65M -34,027 -93%
JSW
104
Journey Strategic Wealth
New Jersey
$440K +$5.81K +35 +1%
CIAS
105
CFS Investment Advisory Services
New Jersey
$434K
IAN
106
Integrated Advisors Network
Texas
$420K -$83K -500 -17%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$417K -$11.6K -70 -3%
PCG
108
Prosperity Consulting Group
Maryland
$401K
RFM
109
Royal Fund Management
Florida
$381K -$184K -1,108 -33%
CWM
110
Collaborative Wealth Management
Florida
$361K +$13.6K +82 +4%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$357K +$346K +2,083 New
Mariner
112
Mariner
Kansas
$347K
WFAG
113
Worth Financial Advisory Group
North Carolina
$337K
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$332K -$31.2K -188 -9%
LIA
115
Lynx Investment Advisory
District of Columbia
$327K
PW
116
PUREfi Wealth
Massachusetts
$326K
JP Morgan Chase
117
JP Morgan Chase
New York
$326K -$1.48M -8,947 -82%
Lido Advisors
118
Lido Advisors
California
$325K
NEPWA
119
New England Private Wealth Advisors
Massachusetts
$309K
FFN
120
Focus Financial Network
Minnesota
$309K -$4.15K -25 -1%
CPW
121
Catalyst Private Wealth
California
$309K
CAM
122
Cresset Asset Management
Illinois
$306K
JWCA
123
J.W. Cole Advisors
Florida
$306K
B
124
Bailard
California
$302K
TRCT
125
Tower Research Capital (TRC)
New York
$302K +$293K +1,764 New