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State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM

38 hedge funds and large institutions have $86.7M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

46% more capital invested

Capital invested by funds: $59.6M → $86.7M (+$27.2M)

12% more funds holding

Funds holding: 34 → 38 (+4)

5.89% more ownership

Funds ownership: 52.57% → 58.46% (+5.9%)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$13.1M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$3.06M
3
Mariner
Mariner
Kansas
+$2.75M
4
Morgan Stanley
Morgan Stanley
New York
+$2.56M
5
SHJ
Sharkey, Howes & Javer
Colorado
+$928K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$374K
2
VAG
VisionPoint Advisory Group
Texas
-$202K
3
Bank of America
Bank of America
North Carolina
-$63.3K
4
CP
Castleview Partners
Texas
-$63K
5
KAS
Kestra Advisory Services
Texas
-$11.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Centurion Wealth Management
Virginia
$370K +$371K +1,420 New
JWCA
27
J.W. Cole Advisors
Florida
$203K +$204K +780 New
US Bancorp
28
US Bancorp
Minnesota
$139K – – –
AF
29
Advisornet Financial
Minnesota
$126K +$48.1K +184 +61%
JWA
30
JFS Wealth Advisors
Pennsylvania
$69.5K – – –
HGERS
31
Householder Group Estate & Retirement Specialist
Arizona
$59K +$523 +2 +0.9%
Comerica Bank
32
Comerica Bank
Texas
$31.5K +$13.9K +53 +78%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$26.3K +$26.1K +100 New
OHWP
34
Oak Harbor Wealth Partners
North Carolina
$13K – – –
OWP
35
ORG Wealth Partners
Texas
$11.7K -$3.14K -12 -21%
CAS
36
Coppell Advisory Solutions
Texas
$7.69K -$7.58K -29 -50%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$3.9K – – –
Wells Fargo
38
Wells Fargo
California
$180 – – –
VAG
39
VisionPoint Advisory Group
Texas
– -$202K -802 Closed
CP
40
Castleview Partners
Texas
– -$63K -250 Closed
1
2

MMTM Hedge Fund Activity: Q4 2024 in Review

38 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q4 2024, worth a combined $86.7M — up 46% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MMTM positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Osaic Holdings, cutting an estimated $374K.

  • 38 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q4 2024, up from 34 in Q3 2024.
  • Funds reported $86.7M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q4 2024, up 46% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q4 2024 and 2 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q4 2024 was LPL Financial, an estimated $13.1M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q4 2024 was Osaic Holdings, an estimated $374K sold.

Based on aggregated 13F filings for Q4 2024.