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SPDR S&P 1500 Momentum Tilt ETF

25 hedge funds and large institutions have $38.4M invested in SPDR S&P 1500 Momentum Tilt ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$20.4M 131,848 +2,186 +2%
WWM
2
Western Wealth Management
Colorado
$3.07M 19,890 -1,126 -5%
Goldman Sachs
3
Goldman Sachs
New York
$2.74M 17,730
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$2.47M 15,708 +533 +4%
PAG
5
Private Advisor Group
New Jersey
$2.33M 15,105 +76 +0.5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.27M 8,206 -1,955 -19%
Bank of America
7
Bank of America
North Carolina
$1.12M 7,272 +226 +3%
SPIA
8
Steward Partners Investment Advisory
New York
$925K 5,996 +857 +17%
GLA
9
Good Life Advisors
Pennsylvania
$697K 4,518 +786 +21%
Morgan Stanley
10
Morgan Stanley
New York
$590K 3,823 +2,321 +155%
TRCT
11
Tower Research Capital (TRC)
New York
$533K 3,452 -5,595 -62%
IA
12
IFP Advisors
Florida
$506K 4,202
SOS
13
Silver Oak Securities
Tennessee
$505K 2,818 +2,818 New
SEP
14
Southland Equity Partners
Missouri
$411K 2,663 -75 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$294K 1,908
MA
16
Mezzasalma Advisors
New Jersey
$203K 1,312
US Bancorp
17
US Bancorp
Minnesota
$82K 533
HGERS
18
Householder Group Estate & Retirement Specialist
Arizona
$60K 390 +390 New
AF
19
Advisornet Financial
Minnesota
$54K 351
UBS Group
20
UBS Group
Switzerland
$45K 289 -58 -17%
JWA
21
JFS Wealth Advisors
Pennsylvania
$41K 267
IWP
22
IAG Wealth Partners
Wisconsin
$25K 159
Wells Fargo
23
Wells Fargo
California
$23K 147
HI
24
Harbour Investments
Wisconsin
$20K 125
CP
25
Castleview Partners
Texas
$6K 41 -14,683 -100%