We are live on ! Find out more
QUS icon

State Street SPDR MSCI USA StrategicFactors ETF

35 hedge funds and large institutions have $55.1M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

118% more capital invested

Capital invested by funds: $25.3M → $55.1M (+$29.8M)

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

67% more funds holding

Funds holding: 2135 (+14)

20.25% more ownership

Funds ownership: 22.44%42.69% (+20%)

Holders
35
Holders Change
+14
Holders Change %
+66.67%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
9
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$11.2M -$139K -1,770 -1%
FI
2
Financial Insights
Washington
$8.14M +$8.15M +103,732 New
RJA
3
Raymond James & Associates
Florida
$7.27M +$7.83M +99,696 New
Citadel Advisors
4
Citadel Advisors
Florida
$3.61M +$1.73M +22,012 +80%
SEIA
5
Signature Estate & Investment Advisors
California
$2.64M +$2.85M +36,225 New
RFM
6
Royal Fund Management
Florida
$2.29M +$156K +1,990 +7%
SAM
7
Stringer Asset Management
Tennessee
$2.06M +$2.22M +28,318 New
CA
8
Continuum Advisory
Idaho
$1.89M +$2.04M +25,927 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.64M +$1.77M +22,470 New
SSWM
10
Sheets Smith Wealth Management
North Carolina
$1.62M +$26.8K +341 +2%
LPL Financial
11
LPL Financial
California
$1.4M +$1.17M +14,925 +350%
OCM
12
Oakwood Capital Management
California
$1.34M +$1.44M +18,335 New
MA
13
Mutual Advisors
Nebraska
$1.03M -$22.2K -283 -2%
UCFA
14
United Capital Financial Advisors
Texas
$967K +$1.04M +13,263 New
TA
15
TMD & Associates
Arizona
$913K +$984K +12,530 New
LA
16
LexAurum Advisors
Kansas
$802K +$305K +3,878 +54%
HighTower Advisors
17
HighTower Advisors
Illinois
$757K -$42.3K -538 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$729K +$785K +9,999 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$720K +$776K +9,881 New
WFWM
20
Wechter Feldman Wealth Management
New Jersey
$626K +$16.1K +205 +2%
RWA
21
Redhawk Wealth Advisors
Minnesota
$606K +$602K +7,660 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$516K +$556K +7,083 New
AGA
23
Accuvest Global Advisors
Utah
$468K
Bank of America
24
Bank of America
North Carolina
$408K +$395K +5,028 +887%
SCM
25
Stonehearth Capital Management
Massachusetts
$346K +$84.1K +1,071 +29%