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SPDR MSCI USA StrategicFactors ETF

146 hedge funds and large institutions have $907M invested in SPDR MSCI USA StrategicFactors ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+18
Holders Change %
+14.06%
% of All Funds
2.14%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
29
Increased
38
Reduced
56
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$208M 1,576,382 +1,576,382 New
TWM
2
Tolleson Wealth Management
Texas
$104M 784,951 -43,364 -5%
SWA
3
SFMG Wealth Advisors
Texas
$65.6M 496,534 +6,171 +1%
LPL Financial
4
LPL Financial
California
$63.6M 481,564 +19,676 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.8M 392,344 +41,625 +12%
SMM
6
Stadion Money Management
Georgia
$26.5M 200,655 -31,685 -14%
SMA
7
Sage Mountain Advisors
Georgia
$25.3M 191,606 -525 -0.3%
Morgan Stanley
8
Morgan Stanley
New York
$23.7M 179,718 +102,577 +133%
Ameriprise
9
Ameriprise
Minnesota
$23.7M 179,170 -28,285 -14%
GWAG
10
Garrett Wealth Advisory Group
Texas
$20.1M 152,370 +15,151 +11%
Bank of America
11
Bank of America
North Carolina
$17.2M 129,830 +26,658 +26%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$15.2M 115,422 -7,969 -6%
FHB
13
First Hawaiian Bank
Hawaii
$14.7M 111,337 -5,190 -4%
Cerity Partners
14
Cerity Partners
New York
$14.6M 110,206 +42,745 +63%
PIA
15
Perennial Investment Advisors
California
$14M 106,276 +53,691 +102%
CW
16
CreativeOne Wealth
Kansas
$13.3M 100,972 -5,284 -5%
ES
17
Eagle Strategies
New York
$10.2M 77,548 -209,013 -73%
CA
18
Continuum Advisory
Idaho
$10.2M 77,312 +47 +0.1%
RJA
19
Raymond James & Associates
Florida
$10M 75,812 +74,128 +4,402%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.95M 75,289 +24,596 +49%
GAG
21
Goodman Advisory Group
Massachusetts
$9.58M 72,531 -4,253 -6%
SB
22
Strategic Blueprint
Georgia
$9.36M 70,829 +3,488 +5%
AMM
23
American Money Management
California
$8.07M 61,106 +1,365 +2%
MAM
24
Marotta Asset Management
Virginia
$7.98M 60,398 -1,095 -2%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$6.01M 45,486 -21,045 -32%