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State Street SPDR MSCI USA StrategicFactors ETF

155 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$9.06M)

0.64% more ownership

Funds ownership: 81.46%82.1% (+0.64%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

2% less funds holding

Funds holding: 158155 (-3)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
18
Increased
50
Reduced
57
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
126
Sequoia Financial Advisors
Ohio
$215K
BRWA
127
B. Riley Wealth Advisors
Florida
$215K -$103K -713 -33%
MF
128
Montis Financial
Massachusetts
$208K
SFC
129
SYM Financial Corp
Indiana
$200K +$195K +1,356 New
FHA
130
First Horizon Advisors
Tennessee
$197K -$10.7K -74 -5%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$189K +$28.9K +201 +19%
JP Morgan Chase
132
JP Morgan Chase
New York
$172K +$12.2K +85 +8%
Comerica Bank
133
Comerica Bank
Texas
$149K
IA
134
IFP Advisors
Florida
$132K +$65.2K +453 +103%
AWM
135
Aspire Wealth Management
Massachusetts
$104K +$720 +5 +0.7%
PS
136
Principal Securities
Iowa
$101K +$3.17K +22 +3%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$66K -$99.9K -694 -61%
BHWM
138
Beaird Harris Wealth Management
Texas
$61.6K +$60.2K +418 New
UBS Group
139
UBS Group
Switzerland
$53.2K +$28.2K +196 +119%
BTI
140
Blue Trust Inc
Georgia
$39.6K
ANBT
141
American National Bank & Trust
Texas
$39.2K
HI
142
Harbour Investments
Wisconsin
$36.9K -$14.4K -100 -29%
US Bancorp
143
US Bancorp
Minnesota
$36.3K -$12.1K -84 -25%
CB
144
Community Bank
New York
$33.9K +$33.1K +230 New
SPIA
145
Steward Partners Investment Advisory
New York
$32.1K
CFGS
146
Concourse Financial Group Securities
Alabama
$31.7K +$3.02K +21 +11%
BWP
147
Baldwin Wealth Partners
Massachusetts
$26K
AF
148
Advisornet Financial
Minnesota
$18.4K
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$17.7K +$17.3K +120 New
CAS
150
Coppell Advisory Solutions
Texas
$17.3K +$16.8K +117 New