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State Street SPDR S&P 1500 Momentum Tilt ETF

25 hedge funds and large institutions have $38.4M invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

3.83% less ownership

Funds ownership: 59.11%55.28% (-3.8%)

6% less capital invested

Capital invested by funds: $40.7M → $38.4M (-$2.28M)

7% less funds holding

Funds holding: 2725 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

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 Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.4M +$368K +2,186 +2%
WWM
2
Western Wealth Management
Colorado
$3.07M -$190K -1,126 -5%
Goldman Sachs
3
Goldman Sachs
New York
$2.74M
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$2.47M +$89.8K +533 +4%
PAG
5
Private Advisor Group
New Jersey
$2.33M +$12.8K +76 +0.5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.27M -$329K -1,955 -19%
Bank of America
7
Bank of America
North Carolina
$1.12M +$38.1K +226 +3%
SPIA
8
Steward Partners Investment Advisory
New York
$925K +$144K +857 +17%
GLA
9
Good Life Advisors
Pennsylvania
$697K +$132K +786 +21%
Morgan Stanley
10
Morgan Stanley
New York
$590K +$391K +2,321 +155%
TRCT
11
Tower Research Capital (TRC)
New York
$533K -$943K -5,595 -62%
IA
12
IFP Advisors
Florida
$506K
SOS
13
Silver Oak Securities
Tennessee
$505K +$475K +2,818 New
SEP
14
Southland Equity Partners
Missouri
$411K -$12.6K -75 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$294K
MA
16
Mezzasalma Advisors
New Jersey
$203K
US Bancorp
17
US Bancorp
Minnesota
$82K
HGERS
18
Householder Group Estate & Retirement Specialist
Arizona
$60K +$65.7K +390 New
AF
19
Advisornet Financial
Minnesota
$54K
UBS Group
20
UBS Group
Switzerland
$45K -$9.77K -58 -17%
JWA
21
JFS Wealth Advisors
Pennsylvania
$41K
IWP
22
IAG Wealth Partners
Wisconsin
$25K
Wells Fargo
23
Wells Fargo
California
$23K
HI
24
Harbour Investments
Wisconsin
$20K
CP
25
Castleview Partners
Texas
$6K -$2.47M -14,683 -100%

MMTM Hedge Fund Activity: Q3 2022 in Review

25 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q3 2022, worth a combined $38.4M — down 5.6% from $40.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MMTM and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was Silver Oak Securities, opening a new position worth an estimated $475K. The largest seller was Castleview Partners, cutting an estimated $2.47M.

  • 25 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q3 2022, down from 27 in Q2 2022.
  • Funds reported $38.4M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q3 2022, down 5.6% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q3 2022 and 4 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q3 2022 was Silver Oak Securities, an estimated $475K added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q3 2022 was Castleview Partners, an estimated $2.47M sold.

Based on aggregated 13F filings for Q3 2022.