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SPDR S&P 1500 Momentum Tilt ETF

28 hedge funds and large institutions have $51.2M invested in SPDR S&P 1500 Momentum Tilt ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$22.9M 141,006 +5,791 +4%
CCP
2
Cardan Capital Partners
Colorado
$6.9M 42,596 -929 -2%
Morgan Stanley
3
Morgan Stanley
New York
$4.34M 26,795 -347 -1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.98M 24,534 -17,781 -42%
Citadel Advisors
5
Citadel Advisors
Florida
$3.27M 20,143 +12,362 +159%
WWM
6
Western Wealth Management
Colorado
$2.47M 15,236 -212 -1%
SVWAG
7
Sound View Wealth Advisors Group
Georgia
$1.45M 8,938 -45 -0.5%
Bank of America
8
Bank of America
North Carolina
$1.03M 6,352 -813 -11%
IWC
9
Integrated Wealth Concepts
Massachusetts
$866K 5,342 +5,342 New
IA
10
IFP Advisors
Florida
$694K 4,277
BWFA
11
Baltimore-Washington Financial Advisors
Maryland
$557K 3,437 +1,155 +51%
SEP
12
Southland Equity Partners
Missouri
$503K 3,103 +3,103 New
CF
13
Centaurus Financial
California
$400K 2,466 +2,466 New
WP
14
WealthShield Partners
North Carolina
$380K 2,347 +1,990 +557%
IWM
15
IHT Wealth Management
Illinois
$272K 1,680 +1,680 New
Osaic Holdings
16
Osaic Holdings
Arizona
$244K 1,505 +955 +174%
MA
17
Mezzasalma Advisors
New Jersey
$235K 1,448 +1,448 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$218K 1,348 +1,348 New
DA
19
DCM Advisors
New York
$163K 1,003 +1,003 New
US Bancorp
20
US Bancorp
Minnesota
$86K 533
TFS
21
TrustCore Financial Services
Tennessee
$60K 370 +370 New
UBS Group
22
UBS Group
Switzerland
$56K 345 +345 New
GWM
23
Geneos Wealth Management
Colorado
$44K 270 +125 +86%
Wells Fargo
24
Wells Fargo
California
$36K 225 +57 +34%
AF
25
Advisornet Financial
Minnesota
$28K 175