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State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$21.6M)

0% more funds holding

Funds holding: 163163 (0)

1.13% less ownership

Funds ownership: 83.57%82.44% (-1.1%)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

Holders
163
Holders Change
Holders Change %
0%
% 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
45
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
126
Hobart Private Capital
North Carolina
$274K -$4.29K -27 -2%
BFA
127
Brown Financial Advisory
Alabama
$270K +$273K +1,720 New
VAF
128
Values Added Financial
District of Columbia
$248K
IA
129
IFG Advisory
Georgia
$244K
SFA
130
Sequoia Financial Advisors
Ohio
$229K
VA
131
Valmark Advisers
Ohio
$224K +$13.8K +87 +6%
MF
132
Montis Financial
Massachusetts
$221K
FHA
133
First Horizon Advisors
Tennessee
$209K
SXL
134
Summit X LLC
Missouri
$204K
TFM
135
TFC Financial Management
Massachusetts
$187K
William Blair & Company
136
William Blair & Company
Illinois
$181K
CFD
137
Creative Financial Designs
Indiana
$174K -$46.3K -292 -21%
IA
138
IFP Advisors
Florida
$172K -$19.8K -125 -10%
Comerica Bank
139
Comerica Bank
Texas
$158K
CTC
140
Central Trust Company
Missouri
$98.7K +$100K +630 New
PS
141
Principal Securities
Iowa
$85.8K
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$78.3K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$71K
BHWM
144
Beaird Harris Wealth Management
Texas
$65.5K
AWM
145
AE Wealth Management
Kansas
$63.9K +$57.1K +360 +750%
HI
146
Harbour Investments
Wisconsin
$54.8K
KC
147
Knuff & Co
California
$47.8K +$48.4K +305 New
SC
148
SouthState Corp
Florida
$47.8K +$48.4K +305 New
Citigroup
149
Citigroup
New York
$42.3K
SPIA
150
Steward Partners Investment Advisory
New York
$34.2K