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SPDR MSCI USA StrategicFactors ETF

89 hedge funds and large institutions have $403M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 16 closing their positions.

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.97%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.27%
New
26
Increased
32
Reduced
23
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$74.7M 977,976 -246,231 -20%
TWM
2
Tolleson Wealth Management
Texas
$70.8M 926,815 +926,815 New
LFAS
3
Level Four Advisory Services
Texas
$27M 352,945 +352,945 New
SMM
4
Stadion Money Management
Georgia
$23.5M 307,291 +153,893 +100%
SWA
5
SFMG Wealth Advisors
Texas
$21.4M 280,534 -72,797 -21%
LPL Financial
6
LPL Financial
California
$17M 222,232 +154,418 +228%
Bank of America
7
Bank of America
North Carolina
$15.7M 205,450 +161,223 +365%
SI
8
SimpliFi Inc
California
$15.2M 198,432 -9,707 -5%
RJA
9
Raymond James & Associates
Florida
$9.19M 120,378 +3,734 +3%
FI
10
Financial Insights
Washington
$8.24M 107,846 +894 +0.8%
FHB
11
First Hawaiian Bank
Hawaii
$7.79M 101,990 +1,229 +1%
SCA
12
Snowden Capital Advisors
New York
$7.38M 96,655 +106 +0.1%
GPWA
13
Great Point Wealth Advisors
Massachusetts
$6.9M 90,372 +90,372 New
Osaic Holdings
14
Osaic Holdings
Arizona
$6.23M 81,503 +81,503 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.21M 81,283 -111,964 -58%
AFM
16
Andesa Financial Management
Pennsylvania
$5.18M 67,760 +67,760 New
MFG
17
Merit Financial Group
Georgia
$5.17M 67,644 +65,196 +2,663%
CA
18
Continuum Advisory
Idaho
$5.09M 69,369 -7,995 -10%
FSG
19
Financial Strategies Group
Michigan
$4.97M 65,027 +65,027 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.96M 64,984 +11,854 +22%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$4.47M 58,533 +52,648 +895%
MAM
22
Marotta Asset Management
Virginia
$4.21M 57,404 +6,930 +14%
SAM
23
Stringer Asset Management
Tennessee
$4.01M 52,535 +30,682 +140%
AMM
24
American Money Management
California
$3.99M 52,279 +1,172 +2%
OWA
25
Outlook Wealth Advisors
Texas
$3.9M 51,115 -1,207 -2%