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SPDR MSCI World StrategicFactors ETF
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Overview Fund Activity

42 hedge funds and large institutions have $89.1M invested in SPDR MSCI World StrategicFactors ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
16
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$5.46M
2
Mariner
Mariner
Kansas
+$1.32M
3
RJA
Raymond James & Associates
Florida
+$1.25M
4
AWA
ARQ Wealth Advisors
Arizona
+$1.16M
5
EAM
Empirical Asset Management
Massachusetts
+$760K

Top Sellers

1
Jane Street
Jane Street
New York
-$5.35M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.19M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$1.72M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$782K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$761K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$642K +$12.9K +100 +2%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$561K +$561K +4,353 New
PWM
28
Perigon Wealth Management
California
$539K -$12.2K -95 -2%
FHC
29
First Heartland Consultants
Missouri
$501K +$124K +966 +33%
CAL
30
Capital Analysts LLC
Pennsylvania
$497K – – –
TFS
31
Thoroughbred Financial Services
Tennessee
$438K – – –
HighTower Advisors
32
HighTower Advisors
Illinois
$381K – – –
IA
33
IFP Advisors
Florida
$257K – – –
FHA
34
Flagship Harbor Advisors
Massachusetts
$205K +$205K +1,590 New
UBS Group
35
UBS Group
Switzerland
$90.7K -$681K -5,286 -88%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$44.4K -$782K -6,079 -95%
Morgan Stanley
37
Morgan Stanley
New York
$19.1K – – –
Bank of America
38
Bank of America
North Carolina
$18.5K +$1.8K +14 +11%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$14.4K – – –
GRP
40
Global Retirement Partners
California
$7.08K – – –
HI
41
Harbour Investments
Wisconsin
$5.67K – – –
HNB
42
Huntington National Bank
Ohio
$129 -$120 – –
Wells Fargo
43
Wells Fargo
California
$43 -$40 – –
IAIM
44
International Assets Investment Management
Florida
– -$96.5K -802 Closed
CA
45
CoreCap Advisors
Michigan
– -$6.26K -52 Closed
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