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State Street SPDR MSCI USA StrategicFactors ETF

153 hedge funds and large institutions have $1.13B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$61M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 155153 (-2)

2.42% less ownership

Funds ownership: 82.1%79.68% (-2.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

34% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 61

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
16
Increased
40
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$6.1K
RIA
152
Realta Investment Advisors
Delaware
$4.81K -$298K -1,962 -98%
MSFP
153
Mark Sheptoff Financial Planning
Connecticut
$4.73K +$4.56K +30 New
Wells Fargo
154
Wells Fargo
California
$138 +$152 +1 New
MYIA
155
Mount Yale Investment Advisors
Colorado
-$31.9M -216,434 Closed
AAS
156
Ameritas Advisory Services
Nebraska
-$1.11M -7,559 Closed
GS
157
GTS Securities
New York
-$896K -6,076 Closed
HF
158
HRT Financial
New York
-$522K -3,546 Closed
TWD
159
True Wealth Design
Ohio
-$522K -3,537 Closed
IA
160
IFG Advisory
Georgia
-$296K -2,010 Closed
AAS
161
Avantax Advisory Services
Texas
-$274K -1,856 Closed
SFP
162
Strategic Financial Partners
Oregon
-$227K -1,539 Closed
FIA
163
Foundations Investment Advisors
Arizona
-$226K -1,530 Closed
SFC
164
SYM Financial Corp
Indiana
-$200K -1,356 Closed
UBS Group
165
UBS Group
Switzerland
-$53.2K -361 Closed
BTI
166
Blue Trust Inc
Georgia
-$39.6K -272 Closed
US Bancorp
167
US Bancorp
Minnesota
-$36.3K -246 Closed
CB
168
Community Bank
New York
-$33.9K -230 Closed
GRP
169
Global Retirement Partners
California
-$13.9K -94 Closed
AssetMark Inc
170
AssetMark Inc
California
-$8.99K -61 Closed
FFA
171
Farther Finance Advisors
California
-$192 -1 Closed