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SPDR MSCI World StrategicFactors ETF
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Overview Fund Activity

33 hedge funds and large institutions have $74.5M invested in SPDR MSCI World StrategicFactors ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
18
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$12.3M
2
Citadel Advisors
Citadel Advisors
Florida
$8.04M
3
LPL Financial
LPL Financial
California
$24.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$785K

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$3.59M
2
FHA
Flagship Harbor Advisors
Massachusetts
$0
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.77M
4
SWP
Stratos Wealth Partners
Ohio
$1.84M
5
SFC
SYM Financial Corp
Indiana
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$24.4M +$7.35M +66,783 +43%
Jane Street
2
Jane Street
New York
$12.3M +$9.13M +82,883 +292%
Citadel Advisors
3
Citadel Advisors
Florida
$8.04M +$7.46M +67,698 +1,279%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.77M -$292K -2,653 -7%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$3.59M -$307K -2,787 -8%
SFC
6
SYM Financial Corp
Indiana
$2.49M -$46.9K -426 -2%
FWM
7
Fingerlakes Wealth Management
New York
$2.11M +$101K +920 +5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.89M +$284K +2,575 +18%
SWP
9
Stratos Wealth Partners
Ohio
$1.84M -$77.8K -706 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.64M +$16.3K +148 +1%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$1.42M +$1.38M +12,496 +3,601%
RJA
12
Raymond James & Associates
Florida
$1.36M +$53K +481 +4%
IP
13
Ignite Planners
California
$1.35M +$480K +4,372 +55%
GWM
14
Geneos Wealth Management
Colorado
$1.27M -$36.3K -330 -3%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.1M +$420K +3,810 +62%
Osaic Holdings
16
Osaic Holdings
Arizona
$819K +$113K +1,022 +16%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$785K +$547K +4,967 +230%
FEG
18
Financial Enhancement Group
Indiana
$765K +$74.6K +681 +11%
OMC
19
Old Mission Capital
Illinois
$673K – – –
APWA
20
Atlas Private Wealth Advisors
New Jersey
$666K +$76.9K +698 +13%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$447K +$1.65K +15 +0.4%
CAL
22
Capital Analysts LLC
Pennsylvania
$423K +$1.87K +17 +0.4%
TFS
23
Thoroughbred Financial Services
Tennessee
$325K – – –
FHC
24
First Heartland Consultants
Missouri
$246K +$11K +100 +5%
IA
25
IFP Advisors
Florida
$220K – – –
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