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State Street SPDR MSCI USA StrategicFactors ETF

178 hedge funds and large institutions have $1.27B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.43% less ownership

Funds ownership: 83.46%83.03% (-0.43%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$9.61M)

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1% less funds holding

Funds holding: 180178 (-2)

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
59
Reduced
60
Closed
15
Calls
$279K
Puts
Net Calls
+$279K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
BAM Wealth Management
Colorado
$303K -$176K -1,022 -37%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$295K -$7.41K -43 -2%
SCM
128
Saxony Capital Management
Missouri
$289K +$286K +1,660 New
AWM
129
AE Wealth Management
Kansas
$286K +$188K +1,088 +197%
PFA
130
Perryman Financial Advisory
Texas
$279K +$277K +1,604 New
CIC
131
Carnegie Investment Counsel
Ohio
$279K
CHAM
132
Clear Harbor Asset Management
Connecticut
$276K -$5.17K -30 -2%
VAF
133
Values Added Financial
District of Columbia
$275K
BFA
134
Brown Financial Advisory
Alabama
$261K
Wells Fargo
135
Wells Fargo
California
$257K +$111K +646 +78%
HH
136
Hilltop Holdings
Texas
$255K +$172 +1 +0.1%
MML Investors Services
137
MML Investors Services
Massachusetts
$253K +$250K +1,451 New
BRWA
138
B. Riley Wealth Advisors
Florida
$252K -$2.59K -15 -1%
VA
139
Valmark Advisers
Ohio
$249K
MF
140
Montis Financial
Massachusetts
$245K
IA
141
IFG Advisory
Georgia
$237K
YIA
142
YHB Investment Advisors
Connecticut
$228K
JWBC
143
John W. Brooker & Co
California
$227K +$1.9K +11 +0.8%
AAP
144
Arax Advisory Partners
Colorado
$226K +$224K +1,300 New
PFA
145
Pinnacle Family Advisors
Missouri
$225K +$223K +1,294 New
SFA
146
Sequoia Financial Advisors
Ohio
$222K
GWM
147
Geneos Wealth Management
Colorado
$216K
WPC
148
Wedmont Private Capital
Pennsylvania
$212K +$1.72K +10 +0.8%
MW
149
Maia Wealth
Colorado
$211K +$1.38K +8 +0.7%
VFPW
150
Vantage Financial Partners (Wisconsin)
Wisconsin
$209K +$1.55K +9 +0.8%