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SPDR MSCI USA StrategicFactors ETF

146 hedge funds and large institutions have $907M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+18
Holders Change %
+14.06%
% of All Funds
2.14%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
29
Increased
38
Reduced
56
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
126
Aspire Wealth Management
Massachusetts
$92.4K 699 +6 +0.9%
CFG
127
CKW Financial Group
Hawaii
$84K 635 +635 New
William Blair & Company
128
William Blair & Company
Illinois
$81.3K 615
PS
129
Principal Securities
Iowa
$77.4K 586 +586 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$64.9K 491 +227 +86%
HI
131
Harbour Investments
Wisconsin
$46.2K 350
US Bancorp
132
US Bancorp
Minnesota
$43.6K 330 +130 +65%
ASN
133
Advisory Services Network
Georgia
$38.6K 292 +292 New
ANBT
134
American National Bank & Trust
Texas
$35.1K 266 +266 New
SPIA
135
Steward Partners Investment Advisory
New York
$28.8K 218
CFGS
136
Concourse Financial Group Securities
Alabama
$25.6K 194 +194 New
BWP
137
Baldwin Wealth Partners
Massachusetts
$23.3K 176
IA
138
IFP Advisors
Florida
$20.2K 153 -19 -11%
AF
139
Advisornet Financial
Minnesota
$16.5K 125
RIL
140
Rothschild Investment LLC
Illinois
$15.3K 116 +116 New
RG
141
Retirement Group
California
$14.1K 107 -23 -18%
SIS
142
Sound Income Strategies
Florida
$7.27K 55
TCA
143
Trifecta Capital Advisors
Illinois
$6.61K 50 +50 New
CIAS
144
Capital Investment Advisory Services
North Carolina
$5.95K 45
UB
145
UMB Bank
Missouri
$5.29K 40 +40 New
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$5.02K 38
GRP
147
Global Retirement Partners
California
$2.52K 19
Wells Fargo
148
Wells Fargo
California
-1 Closed
Citadel Advisors
149
Citadel Advisors
Florida
-28,896 Closed
TRCT
150
Tower Research Capital (TRC)
New York
-3,750 Closed