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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
MW
151
Maia Wealth
Colorado
$204K
CAM
152
Clark Asset Management
New Hampshire
$203K
William Blair & Company
153
William Blair & Company
Illinois
$199K
GWM
154
Geneos Wealth Management
Colorado
$194K -$19.4K -110 -9%
Jones Financial Companies
155
Jones Financial Companies
Missouri
$178K +$187K +1,060 New
UBS Group
156
UBS Group
Switzerland
$163K +$56.1K +318 +50%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$162K +$167K +944 New
AF
158
Allworth Financial
California
$137K +$141K +800 New
BlackRock
159
BlackRock
New York
$110K +$113K +643 New
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$77.2K
RWA
161
Reicon Wealth Advisors
Georgia
$77.2K +$79.4K +450 New
Wells Fargo
162
Wells Fargo
California
$72.7K -$185K -1,051 -71%
BHWM
163
Beaird Harris Wealth Management
Texas
$71.7K
WCM
164
Westend Capital Management
California
$70.2K +$72.2K +409 New
HI
165
Harbour Investments
Wisconsin
$61.8K +$1.76K +10 +3%
TCM
166
Triumph Capital Management
Colorado
$54.6K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$42.9K +$44.1K +250 New
CFD
168
Creative Financial Designs
Indiana
$38.1K
SPIA
169
Steward Partners Investment Advisory
New York
$37.4K
AAG
170
Accordant Advisory Group
Maryland
$35K +$36K +204 New
Citigroup
171
Citigroup
New York
$34.3K
MG
172
Mather Group
Illinois
$30.7K +$31.6K +179 New
BONH
173
Bank of New Hampshire
New Hampshire
$26.6K
GSWM
174
Golden State Wealth Management
California
$26.4K
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$25.4K -$3.71K -21 -12%