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State Street SPDR MSCI USA StrategicFactors ETF

163 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$21.6M)

0% more funds holding

Funds holding: 163163 (0)

1.13% less ownership

Funds ownership: 83.57%82.44% (-1.1%)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

Holders
163
Holders Change
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
17
Increased
45
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$301M +$5.81M +36,618 +2%
TWM
2
Tolleson Wealth Management
Texas
$91.6M -$3.74M -23,547 -4%
SWA
3
SFMG Wealth Advisors
Texas
$81.1M +$427K +2,687 +0.5%
PAG
4
Private Advisor Group
New Jersey
$63.5M +$12M +75,842 +23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$53.1M -$7.19M -45,306 -12%
LPL Financial
6
LPL Financial
California
$45.6M +$3.38M +21,278 +8%
Morgan Stanley
7
Morgan Stanley
New York
$38.9M +$509K +3,205 +1%
MYIA
8
Mount Yale Investment Advisors
Colorado
$37.7M -$10K -63 -0%
PIA
9
Perennial Investment Advisors
California
$34M +$2.12M +13,370 +7%
Bank of America
10
Bank of America
North Carolina
$31.8M -$250K -1,578 -0.8%
SMA
11
Sage Mountain Advisors
Georgia
$30M -$34.6K -218 -0.1%
GWAG
12
Garrett Wealth Advisory Group
Texas
$28.1M +$1.27M +7,998 +5%
Ameriprise
13
Ameriprise
Minnesota
$26.4M -$415K -2,613 -2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$20.7M +$636K +4,007 +3%
Raymond James Financial
15
Raymond James Financial
Florida
$16.7M -$6.58M -41,436 -28%
SB
16
Strategic Blueprint
Georgia
$16M +$2.02M +12,757 +14%
GPWA
17
Great Point Wealth Advisors
Massachusetts
$15.2M -$134K -844 -0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13.1M -$1.28M -8,069 -9%
CA
19
Continuum Advisory
Idaho
$12.1M +$204K +1,287 +2%
FHB
20
First Hawaiian Bank
Hawaii
$10.9M -$3.03M -19,120 -22%
AMM
21
American Money Management
California
$10.2M +$355K +2,239 +4%
GAG
22
Goodman Advisory Group
Massachusetts
$10M +$44.4K +280 +0.4%
PRRFG
23
Paul R. Ried Financial Group
Washington
$9.76M +$509K +3,206 +5%
ES
24
Eagle Strategies
New York
$9.67M -$68.9K -434 -0.7%
MAM
25
Marotta Asset Management
Virginia
$9.19M +$573K +3,612 +7%