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SPDR S&P 1500 Momentum Tilt ETF

28 hedge funds and large institutions have $42M invested in SPDR S&P 1500 Momentum Tilt ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$23.6M 141,697 +691 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$4.53M 27,226 +431 +2%
CCP
3
Cardan Capital Partners
Colorado
$3.68M 22,114 -20,482 -48%
WWM
4
Western Wealth Management
Colorado
$2.47M 14,819 -417 -3%
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.23M 7,366 +2,024 +38%
Bank of America
6
Bank of America
North Carolina
$1.21M 7,274 +922 +15%
BWFA
7
Baltimore-Washington Financial Advisors
Maryland
$961K 5,783 +2,346 +68%
SVWAG
8
Sound View Wealth Advisors Group
Georgia
$949K 5,709 -3,229 -36%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$844K 5,073 -19,461 -79%
SEP
10
Southland Equity Partners
Missouri
$511K 3,073 -30 -1%
Citadel Advisors
11
Citadel Advisors
Florida
$383K 2,301 -17,842 -89%
Osaic Holdings
12
Osaic Holdings
Arizona
$289K 1,733 +228 +15%
FHA
13
Flagship Harbor Advisors
Massachusetts
$254K 1,527 +1,527 New
UBS Group
14
UBS Group
Switzerland
$245K 1,473 +1,128 +327%
MA
15
Mezzasalma Advisors
New Jersey
$233K 1,402 -46 -3%
IWM
16
IHT Wealth Management
Illinois
$230K 1,385 -295 -18%
US Bancorp
17
US Bancorp
Minnesota
$89K 533
HI
18
Harbour Investments
Wisconsin
$82K 490 +490 New
GWM
19
Geneos Wealth Management
Colorado
$47K 270
SFS
20
Sowell Financial Services
Arkansas
$44K 250 +126 +102%
SWM
21
Spire Wealth Management
Virginia
$43K 258 +258 New
AF
22
Advisornet Financial
Minnesota
$29K 175
Wells Fargo
23
Wells Fargo
California
$25K 148 -77 -34%
AIC
24
Ameritas Investment Company
Nebraska
$16.6K 100 +100 New
PWM
25
Prentice Wealth Management
New York
$13K 81 +81 New