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State Street SPDR S&P 1500 Momentum Tilt ETF

39 hedge funds and large institutions have $99.6M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.62% less ownership

Funds ownership: 68.43%65.81% (-2.6%)

11% less capital invested

Capital invested by funds: $112M → $99.6M (-$12.4M)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

20% less funds holding

Funds holding: 4939 (-10)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
39
Holders Change
-10
Holders Change %
-20.41%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.3M +$789K +2,692 +3%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$21.7M +$1.42M +4,836 +7%
SPIA
3
Steward Partners Investment Advisory
New York
$7.33M +$594K +2,026 +8%
Mariner
4
Mariner
Kansas
$6.96M +$786K +2,684 +12%
PFA
5
Professional Financial Advisors
Nebraska
$6.09M +$407K +1,389 +7%
Morgan Stanley
6
Morgan Stanley
New York
$5.71M -$692K -2,362 -10%
MFG
7
MTM Financial Group
Pennsylvania
$2.84M +$392K +1,338 +15%
WWM
8
Western Wealth Management
Colorado
$2.31M -$293 -1 -0%
LWM
9
Lifetime Wealth Management
Texas
$1.94M +$73.5K +251 +4%
Goldman Sachs
10
Goldman Sachs
New York
$1.65M -$8.03M -27,404 -82%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.52M +$33.7K +115 +2%
Bank of America
12
Bank of America
North Carolina
$1.4M -$8.5K -29 -0.6%
ECM
13
Ethos Capital Management
Pennsylvania
$1.33M -$328K -1,119 -19%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.31M -$1.29M -4,413 -49%
Raymond James Financial
15
Raymond James Financial
Florida
$1.25M -$22.9K -78 -2%
GWP
16
Gateway Wealth Partners
Wisconsin
$1.2M +$372K +1,271 +42%
KAS
17
Kestra Advisory Services
Texas
$848K -$26.7K -91 -3%
IA
18
IFP Advisors
Florida
$697K -$123K -421 -14%
Osaic Holdings
19
Osaic Holdings
Arizona
$650K -$11.7K -40 -2%
SEP
20
Southland Equity Partners
Missouri
$578K -$27.5K -94 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$522K -$14.1K -48 -3%
CWM
22
Centurion Wealth Management
Virginia
$494K -$2.93K -10 -0.6%
JWCA
23
J.W. Cole Advisors
Florida
$373K +$67.7K +231 +21%
LFAS
24
Level Four Advisory Services
Texas
$317K
CPIG
25
Chicago Partners Investment Group
Illinois
$282K +$48.9K +167 +23%