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State Street SPDR S&P 1500 Momentum Tilt ETF

49 hedge funds and large institutions have $112M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

29% more funds holding

Funds holding: 3849 (+11)

20% more capital invested

Capital invested by funds: $93.2M → $112M (+$18.8M)

5.67% more ownership

Funds ownership: 62.76%68.43% (+5.7%)

Holders
49
Holders Change
+11
Holders Change %
+28.95%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
17
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$321K +$30.4K +105 +11%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$307K +$37K +128 +14%
BMM
28
Berkshire Money Management
Massachusetts
$290K +$288K +994 New
SHJ
29
Sharkey, Howes & Javer
Colorado
$285K +$6.65K +23 +2%
CPIG
30
Chicago Partners Investment Group
Illinois
$218K +$213K +737 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$214K +$289 +1 +0.1%
AWM
32
AE Wealth Management
Kansas
$163K +$162K +559 New
US Bancorp
33
US Bancorp
Minnesota
$156K
AF
34
Advisornet Financial
Minnesota
$142K
FHA
35
Flagship Harbor Advisors
Massachusetts
$116K +$115K +397 New
OC
36
Optima Capital
Oregon
$80.3K +$79.6K +275 New
JWA
37
JFS Wealth Advisors
Pennsylvania
$78K
RFP
38
Root Financial Partners
California
$63.7K +$63.1K +218 New
Comerica Bank
39
Comerica Bank
Texas
$35.3K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$20K +$19.7K +68 New
UBS Group
41
UBS Group
Switzerland
$14.6K -$2.6K -9 -15%
OWP
42
ORG Wealth Partners
Texas
$13.1K
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$12.3K +$12.2K +42 New
OHWP
44
Oak Harbor Wealth Partners
North Carolina
$8.18K -$6.37K -22 -44%
CA
45
CoreCap Advisors
Michigan
$5.26K +$5.21K +18 New
FCT
46
First Community Trust
Iowa
$4.67K +$4.63K +16 New
TCM
47
Triumph Capital Management
Colorado
$4.67K +$4.63K +16 New
PTC
48
Private Trust Company
Ohio
$3.5K
Wells Fargo
49
Wells Fargo
California
$185
Citadel Advisors
50
Citadel Advisors
Florida
-$1.99M -6,960 Closed