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SPDR MSCI USA StrategicFactors ETF

158 hedge funds and large institutions have $1.06B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
2.29%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
22
Increased
45
Reduced
56
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
YIA
126
YHB Investment Advisors
Connecticut
$220K 1,513 +1,513 New
LRWA
127
Long Run Wealth Advisors
New York
$218K 1,500 +1,500 New
CFD
128
Creative Financial Designs
Indiana
$218K 1,497 +225 +18%
SFA
129
Sequoia Financial Advisors
Ohio
$213K 1,460 -423 -22%
AAS
130
Avantax Advisory Services
Texas
$208K 1,430 -341 -19%
AWS
131
Atria Wealth Solutions
New York
$206K 1,413 +1,413 New
SAF
132
Smith Anglin Financial
Texas
$206K 1,412 +1,412 New
FHA
133
First Horizon Advisors
Tennessee
$205K 1,410
MF
134
Montis Financial
Massachusetts
$205K 1,409 +1,409 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$167K 1,144 -3,377 -75%
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$157K 1,080
Fidelity Investments
137
Fidelity Investments
Massachusetts
$157K 1,078 +587 +120%
Comerica Bank
138
Comerica Bank
Texas
$147K 1,009 -21 -2%
AWM
139
Aspire Wealth Management
Massachusetts
$102K 699
PS
140
Principal Securities
Iowa
$96.6K 663 +77 +13%
William Blair & Company
141
William Blair & Company
Illinois
$89.6K 615
IA
142
IFP Advisors
Florida
$64.2K 441 +288 +188%
HI
143
Harbour Investments
Wisconsin
$51K 350
US Bancorp
144
US Bancorp
Minnesota
$48.1K 330
BTI
145
Blue Trust Inc
Georgia
$39.6K 272 +272 New
ANBT
146
American National Bank & Trust
Texas
$38.7K 266
SPIA
147
Steward Partners Investment Advisory
New York
$31.7K 218
CFGS
148
Concourse Financial Group Securities
Alabama
$28.3K 194
BWP
149
Baldwin Wealth Partners
Massachusetts
$25.6K 176
MAM
150
MMA Asset Management
Pennsylvania
$24.5K 168 +168 New