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State Street SPDR MSCI USA StrategicFactors ETF

155 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$9.06M)

0.64% more ownership

Funds ownership: 81.46%82.1% (+0.64%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

2% less funds holding

Funds holding: 158155 (-3)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
18
Increased
50
Reduced
57
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$264M +$10.8M +74,981 +4%
TWM
2
Tolleson Wealth Management
Texas
$107M -$5.23M -36,319 -5%
SWA
3
SFMG Wealth Advisors
Texas
$73.4M -$550K -3,821 -0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$52.6M -$4.87M -33,838 -9%
PAG
5
Private Advisor Group
New Jersey
$46.8M -$120K -833 -0.3%
LPL Financial
6
LPL Financial
California
$40.5M -$203K -1,408 -0.5%
Morgan Stanley
7
Morgan Stanley
New York
$37.7M +$1.74M +12,108 +5%
MYIA
8
Mount Yale Investment Advisors
Colorado
$31.9M +$1.72M +11,969 +6%
SMA
9
Sage Mountain Advisors
Georgia
$28.2M
Bank of America
10
Bank of America
North Carolina
$27.4M +$2.59M +17,980 +11%
PIA
11
Perennial Investment Advisors
California
$25.5M +$1.75M +12,140 +8%
GWAG
12
Garrett Wealth Advisory Group
Texas
$22.3M -$260K -1,806 -1%
Ameriprise
13
Ameriprise
Minnesota
$19.7M -$276K -1,918 -1%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$18M +$17.2M +119,741 +4,769%
Cerity Partners
15
Cerity Partners
New York
$17M +$849K +5,899 +5%
FHB
16
First Hawaiian Bank
Hawaii
$15.4M -$391K -2,714 -3%
GPWA
17
Great Point Wealth Advisors
Massachusetts
$15.2M -$880K -6,114 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13.8M +$2.45M +16,989 +22%
CA
19
Continuum Advisory
Idaho
$11.2M -$108K -747 -1%
SB
20
Strategic Blueprint
Georgia
$11.1M +$188K +1,308 +2%
RJA
21
Raymond James & Associates
Florida
$10.6M -$54.4K -378 -0.5%
GAG
22
Goodman Advisory Group
Massachusetts
$9.86M -$501K -3,482 -5%
CW
23
CreativeOne Wealth
Kansas
$9.48M -$4.88M -33,896 -35%
ES
24
Eagle Strategies
New York
$9.4M +$9.18M +63,746 New
AMM
25
American Money Management
California
$8.61M +$67K +465 +0.8%