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State Street SPDR MSCI USA StrategicFactors ETF

186 hedge funds and large institutions have $1.08B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 71 reducing their positions, and 17 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: $ → $

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

49% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 71

Holders
186
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$275K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Perryman Financial Advisory
Texas
$280K
CIC
127
Carnegie Investment Counsel
Ohio
$275K
CHAM
128
Clear Harbor Asset Management
Connecticut
$272K
VAF
129
Values Added Financial
District of Columbia
$271K
BWM
130
BAM Wealth Management
Colorado
$265K
PW
131
PUREfi Wealth
Massachusetts
$264K
LIA
132
Lynx Investment Advisory
District of Columbia
$256K
HH
133
Hilltop Holdings
Texas
$252K
JWCA
134
J.W. Cole Advisors
Florida
$251K
VA
135
Valmark Advisers
Ohio
$245K
BRWA
136
B. Riley Wealth Advisors
Florida
$242K
MF
137
Montis Financial
Massachusetts
$242K
EWA
138
EP Wealth Advisors
California
$230K
BFA
139
Brown Financial Advisory
Alabama
$224K
JWBC
140
John W. Brooker & Co
California
$224K
HighTower Advisors
141
HighTower Advisors
Illinois
$224K
AAP
142
Arax Advisory Partners
Colorado
$223K
PFA
143
Pinnacle Family Advisors
Missouri
$222K
SFA
144
Sequoia Financial Advisors
Ohio
$218K
WPC
145
Wedmont Private Capital
Pennsylvania
$213K
Creative Planning
146
Creative Planning
Kansas
$210K
TFM
147
TFC Financial Management
Massachusetts
$205K
MW
148
Maia Wealth
Colorado
$204K
CAM
149
Clark Asset Management
New Hampshire
$203K
William Blair & Company
150
William Blair & Company
Illinois
$199K