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SPDR MSCI World StrategicFactors ETF
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Overview Fund Activity

44 hedge funds and large institutions have $91.1M invested in SPDR MSCI World StrategicFactors ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$5.28M
2
IAA
Independent Advisor Alliance
North Carolina
$1.52M
3
MFG
Merit Financial Group
Georgia
$1.27M
4
MP
McDonald Partners
Ohio
$790K
5
Mariner
Mariner
Kansas
$2.07M

Top Sellers

1
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Jane Street
Jane Street
New York
$288K
4
FEG
Financial Enhancement Group
Indiana
$0
5
FHA
Flagship Harbor Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$35.3M +$376K +3,035 +1%
Raymond James Financial
2
Raymond James Financial
Florida
$8.08M +$8.08M +65,213 New
Osaic Holdings
3
Osaic Holdings
Arizona
$5.28M +$4.47M +36,054 +550%
AssetMark Inc
4
AssetMark Inc
California
$4.68M -$61.7K -498 -1%
SFC
5
SYM Financial Corp
Indiana
$2.96M +$20.9K +169 +0.7%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.94M -$15K -121 -0.5%
FWM
7
Fingerlakes Wealth Management
New York
$2.79M +$119K +964 +4%
IP
8
Ignite Planners
California
$2.78M +$127K +1,021 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.14M +$188K +1,521 +10%
Mariner
10
Mariner
Kansas
$2.07M +$552K +4,454 +36%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$2M +$287K +2,314 +17%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$1.89M +$743 +6 +0%
AWA
13
ARQ Wealth Advisors
Arizona
$1.57M +$449K +3,626 +40%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.57M +$6.94K +56 +0.4%
IAA
15
Independent Advisor Alliance
North Carolina
$1.52M +$1.52M +12,242 New
SWP
16
Stratos Wealth Partners
Ohio
$1.39M +$29.5K +238 +2%
GWM
17
Geneos Wealth Management
Colorado
$1.33M -$71.3K -576 -5%
MFG
18
Merit Financial Group
Georgia
$1.27M +$1.27M +10,259 New
EAM
19
Empirical Asset Management
Massachusetts
$1.09M -$44.5K -359 -4%
APWA
20
Atlas Private Wealth Advisors
New Jersey
$1.02M +$37.2K +300 +4%
PS
21
Principal Securities
Iowa
$920K -$18.1K -146 -2%
MP
22
McDonald Partners
Ohio
$790K +$790K +6,375 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$772K +$155K +1,250 +25%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$712K +$1.98K +16 +0.3%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$539K – – –
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