We are live on ! Find out more
QUS icon

State Street SPDR MSCI USA StrategicFactors ETF

97 hedge funds and large institutions have $540M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

34% more capital invested

Capital invested by funds: $403M → $540M (+$137M)

9% more funds holding

Funds holding: 8997 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

8.45% less ownership

Funds ownership: 77.48%69.02% (-8.5%)

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.99%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
21
Increased
41
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$79.1M +$57.4M +673,423 +303%
TWM
2
Tolleson Wealth Management
Texas
$74.4M -$7.15M -83,890 -9%
Ameriprise
3
Ameriprise
Minnesota
$59.5M -$26M -304,823 -31%
LFAS
4
Level Four Advisory Services
Texas
$27.6M -$3.42M -40,090 -11%
SMM
5
Stadion Money Management
Georgia
$26.5M -$610K -7,150 -2%
SWA
6
SFMG Wealth Advisors
Texas
$25.4M +$643K +7,536 +3%
SI
7
SimpliFi Inc
California
$18M +$447K +5,242 +3%
Bank of America
8
Bank of America
North Carolina
$17.3M -$791K -9,270 -5%
AFG
9
Affinia Financial Group
Massachusetts
$11.8M +$11.4M +133,563 New
RJA
10
Raymond James & Associates
Florida
$11.5M +$859K +10,072 +8%
AWM
11
AE Wealth Management
Kansas
$11.1M +$10.8M +126,193 New
SS
12
Simplicity Solutions
Minnesota
$11M +$10.6M +124,100 New
EH
13
Equitable Holdings
New York
$10.8M +$81.5K +956 New
GPWA
14
Great Point Wealth Advisors
Massachusetts
$10.7M +$2.61M +30,609 +34%
FHB
15
First Hawaiian Bank
Hawaii
$10.1M +$1.07M +12,579 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.1M +$2.78M +32,641 +40%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.89M +$1.63M +19,154 +24%
SCA
18
Snowden Capital Advisors
New York
$8.45M -$81.2K -952 -1%
CA
19
Continuum Advisory
Idaho
$6.27M +$128K +1,500 +2%
FSG
20
Financial Strategies Group
Michigan
$6.12M +$360K +4,221 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.08M +$333K +3,902 +6%
MAM
22
Marotta Asset Management
Virginia
$5.48M +$401K +4,702 +8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$5.37M +$4.35M +50,994 +520%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5M +$1.5M +17,551 +45%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$4.93M -$227K -2,665 -5%