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State Street SPDR MSCI USA StrategicFactors ETF

180 hedge funds and large institutions have $1.28B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

5% more funds holding

Funds holding: 172180 (+8)

0.41% less ownership

Funds ownership: 83.87%83.46% (-0.41%)

4% less capital invested

Capital invested by funds: $1.33B → $1.28B (-$50.5M)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

41% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 64

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.09%
New
22
Increased
38
Reduced
64
Closed
9
Calls
$325K
Puts
Net Calls
+$325K
Net Calls Change
+$325K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
126
Hobart Private Capital
North Carolina
$299K
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$297K -$29.2K -176 -9%
IWC
128
Integrated Wealth Concepts
Massachusetts
$296K -$25.6K -154 -8%
CHAM
129
Clear Harbor Asset Management
Connecticut
$276K -$166 -1 -0.1%
CIC
130
Carnegie Investment Counsel
Ohio
$274K
VAF
131
Values Added Financial
District of Columbia
$271K
IA
132
IFP Advisors
Florida
$262K +$52.4K +316 +26%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$258K -$1.78M -10,717 -88%
BFA
134
Brown Financial Advisory
Alabama
$257K -$36.3K -219 -13%
HH
135
Hilltop Holdings
Texas
$251K -$1.32M -7,930 -84%
BRWA
136
B. Riley Wealth Advisors
Florida
$250K +$12.4K +75 +5%
VA
137
Valmark Advisers
Ohio
$244K
MF
138
Montis Financial
Massachusetts
$241K
IA
139
IFG Advisory
Georgia
$233K -$33.2K -200 -13%
YIA
140
YHB Investment Advisors
Connecticut
$224K
JWBC
141
John W. Brooker & Co
California
$222K
SFA
142
Sequoia Financial Advisors
Ohio
$218K
GWM
143
Geneos Wealth Management
Colorado
$212K +$60.9K +367 +42%
WPC
144
Wedmont Private Capital
Pennsylvania
$205K +$198K +1,195 New
TFM
145
TFC Financial Management
Massachusetts
$204K -$187K -1,125 -49%
VFPW
146
Vantage Financial Partners (Wisconsin)
Wisconsin
$204K +$198K +1,191 New
MW
147
Maia Wealth
Colorado
$203K +$196K +1,180 New
CAM
148
Clark Asset Management
New Hampshire
$202K +$196K +1,180 New
William Blair & Company
149
William Blair & Company
Illinois
$198K -$15.6K -94 -8%
GRP
150
Global Retirement Partners
California
$179K