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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
$36.3M
2
Mariner
Mariner
Kansas
$1.58M
3
RJA
Raymond James & Associates
Florida
$2.98M
4
AWA
ARQ Wealth Advisors
Arizona
$1.16M
5
EAM
Empirical Asset Management
Massachusetts
$1.18M

Top Sellers

1
Jane Street
Jane Street
New York
$1.04M
2
Citadel Advisors
Citadel Advisors
Florida
$1.22M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$1.45M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$44.4K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$36.3M +$5.46M +42,362 +18%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.87M -$104K -810 -1%
AssetMark Inc
3
AssetMark Inc
California
$4.93M +$14.8K +115 +0.3%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.08M -$761K -5,907 -20%
SFC
5
SYM Financial Corp
Indiana
$3.06M +$152K +1,184 +5%
RJA
6
Raymond James & Associates
Florida
$2.98M +$1.25M +9,739 +73%
FWM
7
Fingerlakes Wealth Management
New York
$2.78M -$76K -590 -3%
IP
8
Ignite Planners
California
$2.75M +$286K +2,220 +12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.03M +$189K +1,470 +10%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$1.97M -$176K -1,370 -8%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.79M +$64.4K +500 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.63M -$405K -3,143 -20%
Mariner
13
Mariner
Kansas
$1.58M +$1.32M +10,271 +509%
GWM
14
Geneos Wealth Management
Colorado
$1.45M -$47.3K -367 -3%
ZIMP
15
Zimmermann Investment Management & Planning
Pennsylvania
$1.45M -$1.72M -13,355 -54%
SWP
16
Stratos Wealth Partners
Ohio
$1.42M -$74.1K -575 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$1.22M -$4.19M -32,530 -78%
EAM
18
Empirical Asset Management
Massachusetts
$1.18M +$760K +5,904 +182%
AWA
19
ARQ Wealth Advisors
Arizona
$1.16M +$1.16M +9,084 New
Jane Street
20
Jane Street
New York
$1.04M -$5.35M -41,503 -84%
APWA
21
Atlas Private Wealth Advisors
New Jersey
$1.02M +$33.5K +260 +3%
PS
22
Principal Securities
Iowa
$976K +$121K +937 +14%
Osaic Holdings
23
Osaic Holdings
Arizona
$844K -$221K -1,715 -21%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$739K +$104K +807 +16%
FEG
25
Financial Enhancement Group
Indiana
$696K +$203K +2,020 +41%
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