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State Street SPDR MSCI USA StrategicFactors ETF

188 hedge funds and large institutions have $1.09B invested in State Street SPDR MSCI USA StrategicFactors ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

6% more funds holding

Funds holding: 178188 (+10)

9.82% less ownership

Funds ownership: 83.03%73.21% (-9.8%)

14% less capital invested

Capital invested by funds: $1.27B → $1.09B (-$181M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

46% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 71

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
29
Increased
38
Reduced
71
Closed
16
Calls
$275K
Puts
Net Calls
+$275K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$353M +$4.21M +23,841 +1%
SWA
2
SFMG Wealth Advisors
Texas
$93M +$2.57M +14,543 +3%
LPL Financial
3
LPL Financial
California
$60.6M +$3.49M +19,748 +6%
PIA
4
Perennial Investment Advisors
California
$54.5M +$3.43M +19,422 +7%
PAG
5
Private Advisor Group
New Jersey
$46M -$3.91M -22,181 -8%
Bank of America
6
Bank of America
North Carolina
$37.8M -$29.8M -168,610 -43%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$36.6M +$2.92M +16,560 +8%
Ameriprise
8
Ameriprise
Minnesota
$35M +$974K +5,518 +3%
SMA
9
Sage Mountain Advisors
Georgia
$28.8M -$313K -1,776 -1%
Morgan Stanley
10
Morgan Stanley
New York
$21.5M -$7.02M -39,756 -24%
BW
11
BIP Wealth
Georgia
$18.2M -$426K -2,413 -2%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$14.5M -$108K -614 -0.7%
PRRFG
13
Paul R. Ried Financial Group
Washington
$12.7M +$553K +3,133 +4%
CA
14
Continuum Advisory
Idaho
$12.6M +$210K +1,192 +2%
AMM
15
American Money Management
California
$12M +$377K +2,138 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.6M -$177K -1,005 -1%
MAM
17
Marotta Asset Management
Virginia
$11.5M +$1.63M +9,232 +16%
ES
18
Eagle Strategies
New York
$9.96M -$452K -2,562 -4%
GWAG
19
Garrett Wealth Advisory Group
Texas
$9.76M -$21.5M -121,710 -68%
GAG
20
Goodman Advisory Group
Massachusetts
$9.57M -$100K -569 -1%
KWM
21
Kingsview Wealth Management
Oregon
$7.52M +$7.73M +43,811 New
HFS
22
Hughes Financial Services
Virginia
$7.48M -$57.7K -327 -0.7%
Raymond James Financial
23
Raymond James Financial
Florida
$7.43M +$1.3M +7,341 +20%
AWA
24
ARQ Wealth Advisors
Arizona
$7.27M +$589K +3,339 +9%
AG
25
AlTi Global
New York
$6.82M -$1.06K -6 -0%