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State Street SPDR MSCI USA StrategicFactors ETF

178 hedge funds and large institutions have $1.27B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.43% less ownership

Funds ownership: 83.46%83.03% (-0.43%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$9.61M)

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1% less funds holding

Funds holding: 180178 (-2)

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
59
Reduced
60
Closed
15
Calls
$279K
Puts
Net Calls
+$279K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
101
Lido Advisors
California
$489K +$162K +939 +49%
TNA
102
True North Advisors
Texas
$452K
AAS
103
Ameritas Advisory Services
Nebraska
$451K +$2.59K +15 +0.6%
CIAS
104
CFS Investment Advisory Services
New Jersey
$437K
IAN
105
Integrated Advisors Network
Texas
$428K +$517 +3 +0.1%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$425K
MFG
107
Merit Financial Group
Georgia
$418K -$1.42M -8,213 -77%
BW
108
Balance Wealth
Ohio
$366K +$362K +2,100 New
PCG
109
Prosperity Consulting Group
Maryland
$364K -$44K -255 -11%
CWM
110
Collaborative Wealth Management
Florida
$362K -$4.66K -27 -1%
Mariner
111
Mariner
Kansas
$354K +$1.21K +7 +0.3%
EWA
112
EP Wealth Advisors
California
$346K +$343K +1,988 New
TF
113
Theory Financial
Colorado
$338K -$1.72M -9,962 -84%
LIA
114
Lynx Investment Advisory
District of Columbia
$335K +$2.76K +16 +0.8%
PW
115
PUREfi Wealth
Massachusetts
$332K
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$330K -$7.93K -46 -2%
WFAG
117
Worth Financial Advisory Group
North Carolina
$326K -$17.1K -99 -5%
NEPWA
118
New England Private Wealth Advisors
Massachusetts
$317K +$2.59K +15 +0.8%
FFN
119
Focus Financial Network
Minnesota
$314K +$690 +4 +0.2%
CPW
120
Catalyst Private Wealth
California
$314K
AFP
121
ATLas Financial Planning
Georgia
$312K +$308K +1,789 New
CAM
122
Cresset Asset Management
Illinois
$311K
JWCA
123
J.W. Cole Advisors
Florida
$309K -$1.38K -8 -0.4%
B
124
Bailard
California
$308K
HPC
125
Hobart Private Capital
North Carolina
$304K