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SPDR S&P 1500 Momentum Tilt ETF

26 hedge funds and large institutions have $47.2M invested in SPDR S&P 1500 Momentum Tilt ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$29.4M 144,987 +7,142 +5%
Goldman Sachs
2
Goldman Sachs
New York
$3.59M 17,730
WWM
3
Western Wealth Management
Colorado
$2.9M 14,310 +14,310 New
Bank of America
4
Bank of America
North Carolina
$2.66M 13,137 +5,751 +78%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$2.6M 12,839 +3,274 +34%
SWP
6
Stratos Wealth Partners
Ohio
$1.05M 5,170 +5,170 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$934K 4,611 +52 +1%
Citadel Advisors
8
Citadel Advisors
Florida
$605K 2,986 -12,852 -81%
SEP
9
Southland Equity Partners
Missouri
$560K 2,764 -2 -0.1%
FTUS
10
Flow Traders U.S.
New York
$463K 2,286 -6,085 -73%
UBS Group
11
UBS Group
Switzerland
$408K 2,016 -2,110 -51%
Osaic Holdings
12
Osaic Holdings
Arizona
$367K 1,808
Morgan Stanley
13
Morgan Stanley
New York
$312K 1,542 -91 -6%
IWM
14
IHT Wealth Management
Illinois
$299K 1,475 -150 -9%
IWC
15
Integrated Wealth Concepts
Massachusetts
$283K 1,397 -105 -7%
MA
16
Mezzasalma Advisors
New Jersey
$278K 1,372
HI
17
Harbour Investments
Wisconsin
$119K 589 -49 -8%
US Bancorp
18
US Bancorp
Minnesota
$108K 533
AF
19
Advisornet Financial
Minnesota
$71K 351
JWA
20
JFS Wealth Advisors
Pennsylvania
$54K 267 +9 +3%
SWM
21
Spire Wealth Management
Virginia
$53K 259 +1 +0.4%
Wells Fargo
22
Wells Fargo
California
$30K 147
PA
23
PSI Advisors
Florida
$25K 125
GWM
24
Geneos Wealth Management
Colorado
$15K 75
PA
25
Parallel Advisors
California
$10K 50