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State Street SPDR MSCI USA StrategicFactors ETF

180 hedge funds and large institutions have $1.28B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

5% more funds holding

Funds holding: 172180 (+8)

0.41% less ownership

Funds ownership: 83.87%83.46% (-0.41%)

4% less capital invested

Capital invested by funds: $1.33B → $1.28B (-$50.5M)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

41% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 64

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
2.36%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.09%
New
22
Increased
38
Reduced
64
Closed
9
Calls
$325K
Puts
Net Calls
+$325K
Net Calls Change
+$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$353M +$12.3M +74,333 +4%
TWM
2
Tolleson Wealth Management
Texas
$95.4M -$1.87M -11,268 -2%
SWA
3
SFMG Wealth Advisors
Texas
$89.7M +$758K +4,566 +0.9%
Bank of America
4
Bank of America
North Carolina
$67.6M -$26.4K -159 -0%
LPL Financial
5
LPL Financial
California
$53M +$4.37M +26,368 +9%
PAG
6
Private Advisor Group
New Jersey
$50.7M -$19M -114,666 -28%
PIA
7
Perennial Investment Advisors
California
$45.2M +$3.29M +19,827 +8%
Morgan Stanley
8
Morgan Stanley
New York
$42.1M -$1.38M -8,317 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$38.1M -$25.5M -153,407 -41%
Ameriprise
10
Ameriprise
Minnesota
$30.8M -$99.4K -599 -0.3%
GWAG
11
Garrett Wealth Advisory Group
Texas
$29.9M +$583K +3,511 +2%
SMA
12
Sage Mountain Advisors
Georgia
$29.2M -$2.73M -16,474 -9%
SB
13
Strategic Blueprint
Georgia
$18.4M +$1.88M +11,305 +12%
GPWA
14
Great Point Wealth Advisors
Massachusetts
$15.2M +$14.8M +88,904 New
CA
15
Continuum Advisory
Idaho
$13.6M +$242K +1,459 +2%
PFA
16
Presper Financial Architects
Ohio
$13.3M -$16.8M -101,080 -57%
PRRFG
17
Paul R. Ried Financial Group
Washington
$12M +$706K +4,253 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11.7M -$4.01M -24,187 -26%
AMM
19
American Money Management
California
$11.3M -$8.46K -51 -0.1%
HCM
20
Howard Capital Management
Georgia
$11.1M +$3.74M +22,548 +53%
ES
21
Eagle Strategies
New York
$10.6M -$84K -506 -0.8%
Two Sigma Investments
22
Two Sigma Investments
New York
$9.33M +$5.62M +33,900 +165%
MAM
23
Marotta Asset Management
Virginia
$9.31M +$60.1K +362 +0.7%
GAG
24
Goodman Advisory Group
Massachusetts
$9.05M +$938K +5,652 +12%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.9M -$2.96M -17,841 -26%