We are live on ! Find out more
QUS icon

State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.17B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more funds holding

Funds holding: 153163 (+10)

3.89% more ownership

Funds ownership: 79.68%83.57% (+3.9%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$41.1M)

2% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 52

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
26
Increased
51
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$291M +$15.1M +94,556 +5%
TWM
2
Tolleson Wealth Management
Texas
$94.2M -$11.2M -70,164 -10%
SWA
3
SFMG Wealth Advisors
Texas
$79.7M +$982K +6,162 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$59.4M -$5.26M -32,978 -8%
PAG
5
Private Advisor Group
New Jersey
$51M -$1.08M -6,775 -2%
LPL Financial
6
LPL Financial
California
$41.8M -$600K -3,763 -1%
Morgan Stanley
7
Morgan Stanley
New York
$37.9M +$424K +2,659 +1%
MYIA
8
Mount Yale Investment Advisors
Colorado
$37.3M +$38.4M +240,752 New
Bank of America
9
Bank of America
North Carolina
$31.6M +$2.65M +16,647 +9%
PIA
10
Perennial Investment Advisors
California
$31.6M +$3.3M +20,729 +11%
SMA
11
Sage Mountain Advisors
Georgia
$29.6M
Ameriprise
12
Ameriprise
Minnesota
$26.5M +$6.78M +42,532 +33%
GWAG
13
Garrett Wealth Advisory Group
Texas
$26.5M +$2.45M +15,378 +10%
Raymond James Financial
14
Raymond James Financial
Florida
$22.9M +$23.6M +147,756 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$19.8M +$583K +3,660 +3%
GPWA
16
Great Point Wealth Advisors
Massachusetts
$15.1M -$469K -2,940 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.2M -$1.49M -9,363 -9%
SB
18
Strategic Blueprint
Georgia
$13.9M +$1.76M +11,070 +14%
FHB
19
First Hawaiian Bank
Hawaii
$13.7M -$1.93M -12,098 -12%
CA
20
Continuum Advisory
Idaho
$11.8M +$155K +974 +1%
GAG
21
Goodman Advisory Group
Massachusetts
$9.89M -$337K -2,113 -3%
AMM
22
American Money Management
California
$9.76M +$201K +1,263 +2%
ES
23
Eagle Strategies
New York
$9.63M -$550K -3,449 -5%
PRRFG
24
Paul R. Ried Financial Group
Washington
$9.15M +$9.42M +59,094 New
MAM
25
Marotta Asset Management
Virginia
$8.46M -$576K -3,612 -6%