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SPDR MSCI USA StrategicFactors ETF

100 hedge funds and large institutions have $646M invested in 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.

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 Market Value Shares Shares
Change
Shares
Change %
TWM
1
Tolleson Wealth Management
Texas
$113M 1,016,380 +12,685 +1%
CG
2
Colony Group
Massachusetts
$84.9M 763,998 +81,896 +12%
LPL Financial
3
LPL Financial
California
$57.5M 517,256 -289,309 -36%
SWA
4
SFMG Wealth Advisors
Texas
$43M 387,102 +96,790 +33%
Ameriprise
5
Ameriprise
Minnesota
$40.5M 372,902 -23,072 -6%
LFAS
6
Level Four Advisory Services
Texas
$35.2M 317,224 +32,643 +11%
SMM
7
Stadion Money Management
Georgia
$33.6M 302,815 -106 -0%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$30.1M 271,213 +88,848 +49%
SMA
9
Sage Mountain Advisors
Georgia
$22.7M 204,521 -1,495 -0.7%
AFG
10
Affinia Financial Group
Massachusetts
$17.7M 151,334 +8,124 +6%
FHB
11
First Hawaiian Bank
Hawaii
$12.7M 114,534 -1,117 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.6M 113,510 +9,729 +9%
FI
13
Financial Insights
Washington
$11M 98,853 -1,840 -2%
AFM
14
Andesa Financial Management
Pennsylvania
$10.3M 92,300 +48,403 +110%
CA
15
Continuum Advisory
Idaho
$8.43M 73,038 +1,286 +2%
FSG
16
Financial Strategies Group
Michigan
$8.28M 74,539 +1,811 +2%
AMM
17
American Money Management
California
$7.34M 66,041 -2,009 -3%
RFM
18
Royal Fund Management
Florida
$5.94M 53,452 +4,759 +10%
Bank of America
19
Bank of America
North Carolina
$5.55M 49,965 +22,539 +82%
CCM
20
Covington Capital Management
California
$5.18M 46,595 +24,702 +113%
MAM
21
Marotta Asset Management
Virginia
$4.88M 43,524 +463 +1%
OWA
22
Outlook Wealth Advisors
Texas
$4.78M 43,013 -890 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.77M 42,932 -4,279 -9%
GWAG
24
Garrett Wealth Advisory Group
Texas
$4.63M 41,664 +2,190 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.62M 41,555 -19,974 -32%