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State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.17B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more funds holding

Funds holding: 153163 (+10)

3.89% more ownership

Funds ownership: 79.68%83.57% (+3.9%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$41.1M)

2% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 52

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
26
Increased
51
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFG Advisory
Georgia
$242K +$249K +1,560 New
SFA
127
Sequoia Financial Advisors
Ohio
$226K
MF
128
Montis Financial
Massachusetts
$218K
CFD
129
Creative Financial Designs
Indiana
$218K -$12K -75 -5%
BRWA
130
B. Riley Wealth Advisors
Florida
$217K -$5.74K -36 -3%
Northern Trust
131
Northern Trust
Illinois
$216K
VA
132
Valmark Advisers
Ohio
$207K
FHA
133
First Horizon Advisors
Tennessee
$207K
SXL
134
Summit X LLC
Missouri
$201K +$207K +1,300 New
EWA
135
EverSource Wealth Advisors
Alabama
$195K +$201K +1,258 New
IA
136
IFP Advisors
Florida
$190K -$9.09K -57 -4%
TFM
137
TFC Financial Management
Massachusetts
$185K
William Blair & Company
138
William Blair & Company
Illinois
$179K
GRP
139
Global Retirement Partners
California
$162K +$166K +1,043 New
Comerica Bank
140
Comerica Bank
Texas
$156K
TRCT
141
Tower Research Capital (TRC)
New York
$123K -$118K -742 -48%
PS
142
Principal Securities
Iowa
$85.8K
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$77.4K +$73.6K +462 +1,216%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$70K
BHWM
145
Beaird Harris Wealth Management
Texas
$64.7K
HI
146
Harbour Investments
Wisconsin
$54.2K +$15.9K +100 +40%
Citigroup
147
Citigroup
New York
$41.8K +$43K +270 New
SPIA
148
Steward Partners Investment Advisory
New York
$33.8K
PWM
149
Parkworth Wealth Management
California
$30K +$30.9K +194 New
WTFG
150
Wood Tarver Financial Group
Idaho
$25K +$26.1K +164 New