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SPDR MSCI USA StrategicFactors ETF

153 hedge funds and large institutions have $1.13B invested in SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
17
Increased
39
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$220K +$220K +1,396 New
SIAP
127
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$213K -$104K -660 -33%
VA
128
Valmark Advisers
Ohio
$211K +$211K +1,340 New
FHA
129
First Horizon Advisors
Tennessee
$210K
IA
130
IFP Advisors
Florida
$202K +$61.1K +388 +43%
WSWA
131
Warren Street Wealth Advisors
California
$202K +$202K +1,279 New
TFM
132
TFC Financial Management
Massachusetts
$188K +$188K +1,193 New
William Blair & Company
133
William Blair & Company
Illinois
$182K -$96.9K -615 -35%
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$170K -$13.4K -85 -7%
Comerica Bank
135
Comerica Bank
Texas
$159K
AWM
136
Aspire Wealth Management
Massachusetts
$111K
PS
137
Principal Securities
Iowa
$87.3K -$20.6K -131 -19%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$71K
BHWM
139
Beaird Harris Wealth Management
Texas
$65.9K
CFGS
140
Concourse Financial Group Securities
Alabama
$54.8K +$21K +133 +62%
GSEP
141
Golden State Equity Partners
California
$51.4K +$51.4K +326 New
HI
142
Harbour Investments
Wisconsin
$39.4K
SPIA
143
Steward Partners Investment Advisory
New York
$34.3K
BWP
144
Baldwin Wealth Partners
Massachusetts
$27.7K
ANBT
145
American National Bank & Trust
Texas
$25.2K -$16.7K -106 -40%
CAS
146
Coppell Advisory Solutions
Texas
$24.7K +$6.29K +40 +34%
AF
147
Advisornet Financial
Minnesota
$19.7K
RIL
148
Rothschild Investment LLC
Illinois
$18.3K
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$17K -$1.89K -12 -10%
CIAS
150
Capital Investment Advisory Services
North Carolina
$15.4K