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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
AWM
26
AE Wealth Management
Kansas
$275K +$124K +424 +76%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$248K -$48.9K -167 -16%
US Bancorp
28
US Bancorp
Minnesota
$149K
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$80.2K +$71.5K +244 +581%
JWA
30
JFS Wealth Advisors
Pennsylvania
$74.8K
RFP
31
Root Financial Partners
California
$61.1K
AF
32
Advisornet Financial
Minnesota
$56K -$83.5K -285 -59%
JP Morgan Chase
33
JP Morgan Chase
New York
$38.5K +$41.6K +142 New
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$33.9K +$35.4K +121 New
OWP
35
ORG Wealth Partners
Texas
$12.6K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$7.57K -$12K -41 -60%
FCT
37
First Community Trust
Iowa
$4.48K
TCM
38
Triumph Capital Management
Colorado
$4.48K
Wells Fargo
39
Wells Fargo
California
$214
PFG
40
PAX Financial Group
Texas
-$1.27M -4,346 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
-$360K -1,233 Closed
BMM
42
Berkshire Money Management
Massachusetts
-$290K -994 Closed
SHJ
43
Sharkey, Howes & Javer
Colorado
-$285K -975 Closed
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
-$214K -733 Closed
FHA
45
Flagship Harbor Advisors
Massachusetts
-$116K -397 Closed
OC
46
Optima Capital
Oregon
-$80.3K -275 Closed
UBS Group
47
UBS Group
Switzerland
-$14.6K -50 Closed
OHWP
48
Oak Harbor Wealth Partners
North Carolina
-$8.18K -28 Closed
CA
49
CoreCap Advisors
Michigan
-$5.26K -18 Closed
PTC
50
Private Trust Company
Ohio
-$3.5K -12 Closed