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SPDR S&P 1500 Momentum Tilt ETF

36 hedge funds and large institutions have $84.2M invested in SPDR S&P 1500 Momentum Tilt ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$23.6M 88,627 -16,097 -15%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$17.2M 64,409 +1,942 +3%
SPIA
3
Steward Partners Investment Advisory
New York
$6.32M 23,698 +2,608 +12%
Morgan Stanley
4
Morgan Stanley
New York
$6.26M 23,477 -2,698 -10%
PFA
5
Professional Financial Advisors
Nebraska
$5.06M 18,998 +289 +2%
Mariner
6
Mariner
Kansas
$3.81M 14,287 +1,260 +10%
Goldman Sachs
7
Goldman Sachs
New York
$3.55M 13,300 -23 -0.2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.4M 8,943 +3,349 +60%
WWM
9
Western Wealth Management
Colorado
$2.27M 8,527 -599 -7%
Jane Street
10
Jane Street
New York
$1.79M 6,728 +3,371 +100%
Bank of America
11
Bank of America
North Carolina
$1.39M 5,202 -122 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.39M 5,194 +52 +1%
Raymond James Financial
13
Raymond James Financial
Florida
$1.15M 4,332 -1,406 -25%
IA
14
IFP Advisors
Florida
$1.01M 3,795 +642 +20%
SHJ
15
Sharkey, Howes & Javer
Colorado
$934K 3,503 -306 -8%
GWP
16
Gateway Wealth Partners
Wisconsin
$907K 3,403 -240 -7%
Osaic Holdings
17
Osaic Holdings
Arizona
$719K 2,760 +474 +21%
SEP
18
Southland Equity Partners
Missouri
$577K 2,164 -32 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$519K 1,948 -77 -4%
CWM
20
Centurion Wealth Management
Virginia
$462K 1,733 +313 +22%
KAS
21
Kestra Advisory Services
Texas
$422K 1,584 -138 -8%
Citadel Advisors
22
Citadel Advisors
Florida
$383K 1,435 -7,051 -83%
LFAS
23
Level Four Advisory Services
Texas
$353K 1,326 -28 -2%
BMM
24
Berkshire Money Management
Massachusetts
$303K 1,136 -452 -28%
UBS Group
25
UBS Group
Switzerland
$279K 1,048 +1,048 New