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SPDR MSCI USA StrategicFactors ETF

161 hedge funds and large institutions have $1.19B invested in SPDR MSCI USA StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
17
Increased
44
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VAF
126
Values Added Financial
District of Columbia
$248K
IA
127
IFG Advisory
Georgia
$244K
SFA
128
Sequoia Financial Advisors
Ohio
$229K
VA
129
Valmark Advisers
Ohio
$224K +$13.6K +87 +6%
MF
130
Montis Financial
Massachusetts
$221K
FHA
131
First Horizon Advisors
Tennessee
$209K
SXL
132
Summit X LLC
Missouri
$204K
TFM
133
TFC Financial Management
Massachusetts
$187K
William Blair & Company
134
William Blair & Company
Illinois
$181K
CFD
135
Creative Financial Designs
Indiana
$174K -$45.8K -292 -21%
IA
136
IFP Advisors
Florida
$172K -$19.6K -125 -10%
Comerica Bank
137
Comerica Bank
Texas
$158K
CTC
138
Central Trust Company
Missouri
$98.7K +$98.7K +630 New
PS
139
Principal Securities
Iowa
$85.8K
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$78.3K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$71K
BHWM
142
Beaird Harris Wealth Management
Texas
$65.5K
AWM
143
AE Wealth Management
Kansas
$63.9K +$56.4K +360 +750%
HI
144
Harbour Investments
Wisconsin
$54.8K
SC
145
SouthState Corp
Florida
$47.8K +$47.8K +305 New
KC
146
Knuff & Co
California
$47.8K +$47.8K +305 New
Citigroup
147
Citigroup
New York
$42.3K
SPIA
148
Steward Partners Investment Advisory
New York
$34.2K
PWM
149
Parkworth Wealth Management
California
$30.4K
WTFG
150
Wood Tarver Financial Group
Idaho
$25.6K