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State Street SPDR MSCI USA StrategicFactors ETF

188 hedge funds and large institutions have $1.09B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

6% more funds holding

Funds holding: 178188 (+10)

9.82% less ownership

Funds ownership: 83.03%73.21% (-9.8%)

14% less capital invested

Capital invested by funds: $1.27B → $1.09B (-$181M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

46% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 71

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
29
Increased
38
Reduced
71
Closed
16
Calls
$275K
Puts
Net Calls
+$275K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
101
Goldman Sachs
New York
$480K -$1.44M -8,159 -74%
Corient Private Wealth
102
Corient Private Wealth
Florida
$473K -$715K -4,053 -60%
RFM
103
Royal Fund Management
Florida
$472K -$55.9K -317 -10%
CIAS
104
CFS Investment Advisory Services
New Jersey
$454K
TNA
105
True North Advisors
Texas
$445K
BW
106
Balance Wealth
Ohio
$445K +$86.5K +490 +23%
AAS
107
Ameritas Advisory Services
Nebraska
$442K -$2.65K -15 -0.6%
Lido Advisors
108
Lido Advisors
California
$437K -$51.2K -290 -10%
EH
109
Equitable Holdings
New York
$421K +$426K +2,415 New
IWN
110
Independent Wealth Network
Iowa
$420K +$431K +2,444 New
MFG
111
Merit Financial Group
Georgia
$416K +$3.71K +21 +0.9%
PCG
112
Prosperity Consulting Group
Maryland
$403K +$46.1K +261 +13%
IAN
113
Integrated Advisors Network
Texas
$377K -$46.6K -264 -11%
AWM
114
AE Wealth Management
Kansas
$369K +$90.4K +512 +31%
Fisher Asset Management
115
Fisher Asset Management
Washington
$365K +$375K +2,126 New
CWM
116
Collaborative Wealth Management
Florida
$363K +$6.18K +35 +2%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$355K +$66.4K +376 +22%
Mariner
118
Mariner
Kansas
$349K
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$340K -$81K -459 -19%
NEPWA
120
New England Private Wealth Advisors
Massachusetts
$313K
FFN
121
Focus Financial Network
Minnesota
$310K
RWA
122
Resolute Wealth Advisor
Ohio
$310K +$318K +1,804 New
CPW
123
Catalyst Private Wealth
California
$309K
CAM
124
Cresset Asset Management
Illinois
$307K
B
125
Bailard
California
$303K