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State Street SPDR MSCI USA StrategicFactors ETF

100 hedge funds and large institutions have $646M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $608M → $646M (+$38.3M)

4% more funds holding

Funds holding: 96100 (+4)

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

1.24% less ownership

Funds ownership: 73.36%72.12% (-1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.76%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
16
Increased
37
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tolleson Wealth Management
Texas
$113M +$1.36M +12,685 +1%
CG
2
Colony Group
Massachusetts
$84.9M +$8.78M +81,896 +12%
LPL Financial
3
LPL Financial
California
$57.5M -$31M -289,309 -36%
SWA
4
SFMG Wealth Advisors
Texas
$43M +$10.4M +96,790 +33%
Ameriprise
5
Ameriprise
Minnesota
$40.5M -$2.47M -23,072 -6%
LFAS
6
Level Four Advisory Services
Texas
$35.2M +$3.5M +32,643 +11%
SMM
7
Stadion Money Management
Georgia
$33.6M -$11.4K -106 -0%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$30.1M +$9.53M +88,848 +49%
SMA
9
Sage Mountain Advisors
Georgia
$22.7M -$160K -1,495 -0.7%
AFG
10
Affinia Financial Group
Massachusetts
$17.7M +$871K +8,124 +6%
FHB
11
First Hawaiian Bank
Hawaii
$12.7M -$120K -1,117 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.6M +$1.04M +9,729 +9%
FI
13
Financial Insights
Washington
$11M -$197K -1,840 -2%
AFM
14
Andesa Financial Management
Pennsylvania
$10.3M +$5.19M +48,403 +110%
CA
15
Continuum Advisory
Idaho
$8.43M +$138K +1,286 +2%
FSG
16
Financial Strategies Group
Michigan
$8.28M +$194K +1,811 +2%
AMM
17
American Money Management
California
$7.34M -$215K -2,009 -3%
RFM
18
Royal Fund Management
Florida
$5.94M +$510K +4,759 +10%
Bank of America
19
Bank of America
North Carolina
$5.55M +$2.42M +22,539 +82%
CCM
20
Covington Capital Management
California
$5.18M +$2.65M +24,702 +113%
MAM
21
Marotta Asset Management
Virginia
$4.88M +$49.6K +463 +1%
OWA
22
Outlook Wealth Advisors
Texas
$4.78M -$95.4K -890 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.77M -$459K -4,279 -9%
GWAG
24
Garrett Wealth Advisory Group
Texas
$4.63M +$235K +2,190 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.62M -$2.14M -19,974 -32%