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State Street SPDR MSCI USA StrategicFactors ETF

178 hedge funds and large institutions have $1.27B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.43% less ownership

Funds ownership: 83.46%83.03% (-0.43%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$9.61M)

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1% less funds holding

Funds holding: 180178 (-2)

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
59
Reduced
60
Closed
15
Calls
$279K
Puts
Net Calls
+$279K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$353M -$4.89M -28,389 -1%
TWM
2
Tolleson Wealth Management
Texas
$94.8M -$2.21M -12,805 -2%
SWA
3
SFMG Wealth Advisors
Texas
$91.8M +$529K +3,069 +0.6%
Bank of America
4
Bank of America
North Carolina
$67.8M -$956K -5,548 -1%
LPL Financial
5
LPL Financial
California
$58M +$4.03M +23,402 +8%
PIA
6
Perennial Investment Advisors
California
$52M +$5.92M +34,342 +13%
PAG
7
Private Advisor Group
New Jersey
$50.6M -$1.02M -5,915 -2%
Ameriprise
8
Ameriprise
Minnesota
$34.6M +$3.23M +18,736 +10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$34.3M -$4.48M -25,999 -12%
GWAG
10
Garrett Wealth Advisory Group
Texas
$31.1M +$699K +4,057 +2%
SMA
11
Sage Mountain Advisors
Georgia
$29.6M -$138K -802 -0.5%
Morgan Stanley
12
Morgan Stanley
New York
$28.7M -$13.9M -80,867 -33%
HCM
13
Howard Capital Management
Georgia
$20.9M +$9.5M +55,112 +85%
BW
14
BIP Wealth
Georgia
$18.9M +$18.7M +108,545 New
GPWA
15
Great Point Wealth Advisors
Massachusetts
$14.8M -$657K -3,809 -4%
PFA
16
Presper Financial Architects
Ohio
$13.9M +$326K +1,889 +2%
CA
17
Continuum Advisory
Idaho
$12.6M -$1.24M -7,166 -9%
PRRFG
18
Paul R. Ried Financial Group
Washington
$12.3M +$149K +863 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.9M -$1.38K -8 -0%
AMM
20
American Money Management
California
$11.8M +$306K +1,774 +3%
ES
21
Eagle Strategies
New York
$10.6M -$269K -1,561 -3%
MAM
22
Marotta Asset Management
Virginia
$10M +$572K +3,320 +6%
GAG
23
Goodman Advisory Group
Massachusetts
$9.81M +$593K +3,437 +7%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$8.82M -$108K -626 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.11M -$945K -5,479 -11%