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SPDR MSCI World StrategicFactors ETF

27 hedge funds and large institutions have $35.6M invested in SPDR MSCI World StrategicFactors ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$15.5M +$6.82M +65,406 +78%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$3.86M -$288K -2,764 -7%
SFC
3
SYM Financial Corp
Indiana
$2.34M +$3.96K +38 +0.2%
FWM
4
Fingerlakes Wealth Management
New York
$1.81M +$98.3K +943 +6%
SWP
5
Stratos Wealth Partners
Ohio
$1.74M +$1.44M +13,819 +480%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.42M -$255K -2,451 -15%
RJA
7
Raymond James & Associates
Florida
$1.23M +$1.23M +11,763 New
GWM
8
Geneos Wealth Management
Colorado
$1.19M -$58.4K -560 -5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$998K +$690K +6,620 +224%
FEG
10
Financial Enhancement Group
Indiana
$655K -$72.3K -687 -10%
AWS
11
Atria Wealth Solutions
New York
$648K +$648K +6,218 New
Osaic Holdings
12
Osaic Holdings
Arizona
$639K -$4.69K -45 -0.7%
OMC
13
Old Mission Capital
Illinois
$637K
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$628K +$4.69K +45 +0.8%
APWA
15
Atlas Private Wealth Advisors
New Jersey
$482K +$263K +2,526 +120%
NEPWA
16
New England Private Wealth Advisors
Massachusetts
$422K +$1.67K +16 +0.4%
CAL
17
Capital Analysts LLC
Pennsylvania
$399K +$2.19K +21 +0.6%
FHA
18
Flagship Harbor Advisors
Massachusetts
$286K -$9.9K -95 -3%
TFS
19
Thoroughbred Financial Services
Tennessee
$267K +$23.9K +230 +10%
FHC
20
First Heartland Consultants
Missouri
$228K -$1.98K -19 -0.9%
Bank of America
21
Bank of America
North Carolina
$50.3K +$938 +9 +2%
UBS Group
22
UBS Group
Switzerland
$38.4K +$38.4K +368 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$35.9K -$280K -2,693 -89%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11K +$1.25K +12 +13%
GRP
25
Global Retirement Partners
California
$5.73K