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State Street SPDR MSCI USA StrategicFactors ETF

188 hedge funds and large institutions have $1.09B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

6% more funds holding

Funds holding: 178188 (+10)

9.82% less ownership

Funds ownership: 83.03%73.21% (-9.8%)

14% less capital invested

Capital invested by funds: $1.27B → $1.09B (-$181M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

46% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 71

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
29
Increased
38
Reduced
71
Closed
16
Calls
$275K
Puts
Net Calls
+$275K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
126
ATLas Financial Planning
Georgia
$301K -$6.71K -38 -2%
HPC
127
Hobart Private Capital
North Carolina
$300K
IWC
128
Integrated Wealth Concepts
Massachusetts
$300K +$308K +1,746 New
PFA
129
Perryman Financial Advisory
Texas
$280K +$4.59K +26 +2%
CIC
130
Carnegie Investment Counsel
Ohio
$275K
CHAM
131
Clear Harbor Asset Management
Connecticut
$272K +$176 +1 +0.1%
VAF
132
Values Added Financial
District of Columbia
$271K
BWM
133
BAM Wealth Management
Colorado
$265K -$34.8K -197 -11%
PW
134
PUREfi Wealth
Massachusetts
$264K -$64.8K -367 -19%
LIA
135
Lynx Investment Advisory
District of Columbia
$256K -$76.2K -432 -22%
HH
136
Hilltop Holdings
Texas
$252K
JWCA
137
J.W. Cole Advisors
Florida
$251K -$55.8K -316 -18%
VA
138
Valmark Advisers
Ohio
$245K
BRWA
139
B. Riley Wealth Advisors
Florida
$242K -$1.59K -9 -0.6%
MF
140
Montis Financial
Massachusetts
$242K
EWA
141
EP Wealth Advisors
California
$230K -$115K -650 -33%
BFA
142
Brown Financial Advisory
Alabama
$224K -$34.1K -193 -13%
JWBC
143
John W. Brooker & Co
California
$224K
HighTower Advisors
144
HighTower Advisors
Illinois
$224K +$230K +1,304 New
AAP
145
Arax Advisory Partners
Colorado
$223K
PFA
146
Pinnacle Family Advisors
Missouri
$222K +$353 +2 +0.2%
SFA
147
Sequoia Financial Advisors
Ohio
$218K
WPC
148
Wedmont Private Capital
Pennsylvania
$213K
Creative Planning
149
Creative Planning
Kansas
$210K +$216K +1,225 New
TFM
150
TFC Financial Management
Massachusetts
$205K