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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

167 hedge funds and large institutions have $1.33B invested in SPDR MSCI USA StrategicFactors ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.24%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
17
Increased
68
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$64.4M
2
PFA
2
Presper Financial Architects
Ohio
$29.1M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$324M
4
WA
4
Win Advisors
Florida
$9.04M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$61.4M

Top Sellers

1
BIP
1
Bouvel Investment Partners
Pennsylvania
$0
2
ECA
2
Elevation Capital Advisory
Oregon
$0
3
GWM
3
Geneos Wealth Management
Colorado
$142K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.7M
5
GAG
5
Goodman Advisory Group
Massachusetts
$7.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
126
Brown Financial Advisory
Alabama
$281K 1,720 – –
CHAM
127
Clear Harbor Asset Management
Connecticut
$263K 1,612 +1,612 New
CIC
128
Carnegie Investment Counsel
Ohio
$261K 1,601 +1,601 New
VAF
129
Values Added Financial
District of Columbia
$258K 1,581 – –
IA
130
IFG Advisory
Georgia
$254K 1,560 – –
FHA
131
First Horizon Advisors
Tennessee
$234K 1,435 +99 +7%
VA
132
Valmark Advisers
Ohio
$233K 1,427 – –
MF
133
Montis Financial
Massachusetts
$230K 1,409 – –
BRWA
134
B. Riley Wealth Advisors
Florida
$226K 1,386 +1,386 New
YIA
135
YHB Investment Advisors
Connecticut
$213K 1,308 +1,308 New
JWBC
136
John W. Brooker & Co
California
$213K 1,295 -8,893 -87%
SXL
137
Summit X LLC
Missouri
$212K 1,300 – –
GIA
138
Gladstone Institutional Advisory
Florida
$209K 1,279 -924 -42%
SFA
139
Sequoia Financial Advisors
Ohio
$207K 1,272 -188 -13%
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$205K 1,257 +757 +151%
William Blair & Company
141
William Blair & Company
Illinois
$204K 1,251 +94 +8%
IA
142
IFP Advisors
Florida
$198K 1,216 +116 +11%
GRP
143
Global Retirement Partners
California
$170K 1,043 +1,043 New
Comerica Bank
144
Comerica Bank
Texas
$165K 1,009 – –
CFD
145
Creative Financial Designs
Indiana
$152K 930 -183 -16%
GWM
146
Geneos Wealth Management
Colorado
$142K 871 -20,104 -96%
AWM
147
AE Wealth Management
Kansas
$92.1K 565 +157 +38%
PS
148
Principal Securities
Iowa
$89.7K 550 -4 -0.7%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$73K 450 – –
WTFG
150
Wood Tarver Financial Group
Idaho
$72K 447 +283 +173%
4 5
6
7 8