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State Street SPDR MSCI USA StrategicFactors ETF

153 hedge funds and large institutions have $1.13B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$61M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 155153 (-2)

2.42% less ownership

Funds ownership: 82.1%79.68% (-2.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

34% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 61

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
16
Increased
40
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$282M -$94.5K -622 -0%
TWM
2
Tolleson Wealth Management
Texas
$107M -$7.09M -46,634 -6%
SWA
3
SFMG Wealth Advisors
Texas
$80.1M +$1.58M +10,402 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$65.7M +$9.13M +60,063 +17%
PAG
5
Private Advisor Group
New Jersey
$53M +$2.91M +19,120 +6%
LPL Financial
6
LPL Financial
California
$43.1M -$134K -884 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$38.2M -$2.08M -13,674 -5%
SMA
8
Sage Mountain Advisors
Georgia
$30.2M -$15.2K -100 -0.1%
Bank of America
9
Bank of America
North Carolina
$29.6M +$296K +1,951 +1%
PIA
10
Perennial Investment Advisors
California
$28.8M +$1.48M +9,762 +6%
GWAG
11
Garrett Wealth Advisory Group
Texas
$24.5M +$701K +4,610 +3%
RJA
12
Raymond James & Associates
Florida
$22.6M +$10.9M +71,474 +100%
Ameriprise
13
Ameriprise
Minnesota
$20.3M -$679K -4,465 -3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$19.6M +$327K +2,151 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.9M +$1.16M +7,632 +8%
GPWA
16
Great Point Wealth Advisors
Massachusetts
$15.9M -$341K -2,247 -2%
FHB
17
First Hawaiian Bank
Hawaii
$15.8M -$549K -3,611 -3%
SB
18
Strategic Blueprint
Georgia
$12.3M +$455K +2,991 +4%
CA
19
Continuum Advisory
Idaho
$12M -$128K -840 -1%
GAG
20
Goodman Advisory Group
Massachusetts
$10.4M -$142K -933 -1%
ES
21
Eagle Strategies
New York
$10.3M +$285K +1,873 +3%
CW
22
CreativeOne Wealth
Kansas
$9.92M -$203K -1,336 -2%
AMM
23
American Money Management
California
$9.73M +$511K +3,362 +6%
MAM
24
Marotta Asset Management
Virginia
$9.19M +$14.3K +94 +0.2%
SHJ
25
Sharkey, Howes & Javer
Colorado
$6.15M +$5.93M +39,016 New