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SPDR MSCI World StrategicFactors ETF

34 hedge funds and large institutions have $70.3M invested in SPDR MSCI World StrategicFactors ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
14
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$31.1M +$4.47M +37,274 +17%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.34M +$4.56M +38,013 +256%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.84M -$263K -2,193 -6%
SFC
4
SYM Financial Corp
Indiana
$2.74M +$21.8K +182 +0.8%
FWM
5
Fingerlakes Wealth Management
New York
$2.35M +$54K +450 +2%
ITB
6
Idaho Trust Bank
Idaho
$2.35M +$2.35M +19,593 New
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$2.04M -$1.87M -15,595 -48%
IP
8
Ignite Planners
California
$2.02M +$548K +4,584 +37%
ZIMP
9
Zimmermann Investment Management & Planning
Pennsylvania
$1.99M +$1.99M +16,627 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.94M -$122K -1,014 -6%
RJA
11
Raymond James & Associates
Florida
$1.53M +$50.6K +422 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.47M +$582K +4,850 +65%
GWM
13
Geneos Wealth Management
Colorado
$1.43M +$43.2K +360 +3%
SWP
14
Stratos Wealth Partners
Ohio
$1.37M -$635K -5,292 -32%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.32M +$121K +1,012 +10%
FTUS
16
Flow Traders U.S.
New York
$1.19M +$1.19M +9,936 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.09M +$236K +1,967 +28%
FEG
18
Financial Enhancement Group
Indiana
$497K -$313K -2,699 -39%
NEPWA
19
New England Private Wealth Advisors
Massachusetts
$485K
CAL
20
Capital Analysts LLC
Pennsylvania
$461K
APWA
21
Atlas Private Wealth Advisors
New Jersey
$444K -$281K -2,344 -39%
TFS
22
Thoroughbred Financial Services
Tennessee
$408K +$53.9K +450 +15%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$373K +$140K +1,168 +60%
FHC
24
First Heartland Consultants
Missouri
$339K +$71.4K +596 +27%
HighTower Advisors
25
HighTower Advisors
Illinois
$337K +$337K +2,809 New