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State Street SPDR MSCI USA StrategicFactors ETF

178 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 21 funds opening new positions, 38 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$325K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TNA
101
True North Advisors
Texas
$444K
AAS
102
Ameritas Advisory Services
Nebraska
$441K
JSW
103
Journey Strategic Wealth
New Jersey
$440K
CIAS
104
CFS Investment Advisory Services
New Jersey
$434K
IAN
105
Integrated Advisors Network
Texas
$420K
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$417K
PCG
107
Prosperity Consulting Group
Maryland
$401K
RFM
108
Royal Fund Management
Florida
$381K
CWM
109
Collaborative Wealth Management
Florida
$361K
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$357K
Mariner
111
Mariner
Kansas
$347K
WFAG
112
Worth Financial Advisory Group
North Carolina
$337K
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$332K
LIA
114
Lynx Investment Advisory
District of Columbia
$327K
PW
115
PUREfi Wealth
Massachusetts
$326K
JP Morgan Chase
116
JP Morgan Chase
New York
$326K
Lido Advisors
117
Lido Advisors
California
$325K
NEPWA
118
New England Private Wealth Advisors
Massachusetts
$309K
FFN
119
Focus Financial Network
Minnesota
$309K
CPW
120
Catalyst Private Wealth
California
$309K
JWCA
121
J.W. Cole Advisors
Florida
$306K
B
122
Bailard
California
$302K
TRCT
123
Tower Research Capital (TRC)
New York
$302K
HPC
124
Hobart Private Capital
North Carolina
$299K
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$297K