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SPDR MSCI World StrategicFactors ETF
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Overview Fund Activity

40 hedge funds and large institutions have $85.6M invested in SPDR MSCI World StrategicFactors ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
19
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$5.96M
2
Citadel Advisors
Citadel Advisors
Florida
$5.05M
3
AssetMark Inc
AssetMark Inc
California
$4.59M
4
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$2.96M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$776K

Top Sellers

1
LPL Financial
LPL Financial
California
$28.8M
2
ITB
Idaho Trust Bank
Idaho
$0
3
FTUS
Flow Traders U.S.
New York
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$995K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$28.8M -$2.4M -19,962 -8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.52M +$154K +1,283 +2%
Jane Street
3
Jane Street
New York
$5.96M +$5.96M +49,572 New
Citadel Advisors
4
Citadel Advisors
Florida
$5.05M +$5.05M +41,964 New
AssetMark Inc
5
AssetMark Inc
California
$4.59M +$4.59M +38,157 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$3.58M -$264K -2,196 -7%
ZIMP
7
Zimmermann Investment Management & Planning
Pennsylvania
$2.96M +$961K +7,991 +48%
SFC
8
SYM Financial Corp
Indiana
$2.71M -$34.6K -288 -1%
FWM
9
Fingerlakes Wealth Management
New York
$2.67M +$312K +2,594 +13%
IP
10
Ignite Planners
California
$2.33M +$270K +2,222 +13%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$2M -$39.5K -328 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.9M -$44.7K -372 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.71M +$621K +5,161 +57%
RJA
14
Raymond James & Associates
Florida
$1.61M +$73.7K +613 +5%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.61M +$286K +2,376 +22%
GWM
16
Geneos Wealth Management
Colorado
$1.4M -$32K -266 -2%
SWP
17
Stratos Wealth Partners
Ohio
$1.39M +$18.5K +154 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$995K -$483K -4,014 -33%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$923K +$478K +3,972 +107%
PS
20
Principal Securities
Iowa
$799K +$576K +4,791 +259%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$776K +$734K +6,079 +1,762%
UBS Group
22
UBS Group
Switzerland
$721K +$721K +5,990 New
FEG
23
Financial Enhancement Group
Indiana
$597K +$74.3K +609 +14%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$593K +$104K +866 +21%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$588K +$214K +1,776 +57%
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