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State Street SPDR MSCI USA StrategicFactors ETF

178 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 21 funds opening new positions, 38 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$325K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$296K
CHAM
127
Clear Harbor Asset Management
Connecticut
$276K
CIC
128
Carnegie Investment Counsel
Ohio
$274K
VAF
129
Values Added Financial
District of Columbia
$271K
IA
130
IFP Advisors
Florida
$263K
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$258K
BFA
132
Brown Financial Advisory
Alabama
$257K
HH
133
Hilltop Holdings
Texas
$251K
BRWA
134
B. Riley Wealth Advisors
Florida
$250K
VA
135
Valmark Advisers
Ohio
$244K
MF
136
Montis Financial
Massachusetts
$241K
IA
137
IFG Advisory
Georgia
$233K
YIA
138
YHB Investment Advisors
Connecticut
$224K
JWBC
139
John W. Brooker & Co
California
$222K
SFA
140
Sequoia Financial Advisors
Ohio
$218K
GWM
141
Geneos Wealth Management
Colorado
$212K
WPC
142
Wedmont Private Capital
Pennsylvania
$205K
TFM
143
TFC Financial Management
Massachusetts
$204K
VFPW
144
Vantage Financial Partners (Wisconsin)
Wisconsin
$204K
MW
145
Maia Wealth
Colorado
$203K
CAM
146
Clark Asset Management
New Hampshire
$202K
William Blair & Company
147
William Blair & Company
Illinois
$198K
GRP
148
Global Retirement Partners
California
$179K
Comerica Bank
149
Comerica Bank
Texas
$173K
Wells Fargo
150
Wells Fargo
California
$142K