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SPDR S&P 1500 Momentum Tilt ETF
MMTM

Overview Fund Activity

26 hedge funds and large institutions have $41.1M invested in SPDR S&P 1500 Momentum Tilt ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
9
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Professional Financial Advisors
Nebraska
$4.37M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$590K
3
LPL Financial
3
LPL Financial
California
$22.5M
4
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$2.99M
5
RA
5
RFG Advisory
Alabama
$356K

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$1.29M
3
WWM
3
Western Wealth Management
Colorado
$1.66M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
SOS
5
Silver Oak Securities
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$22.5M 134,537 +2,689 +2%
PFA
2
Professional Financial Advisors
Nebraska
$4.37M 26,135 +26,135 New
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$2.99M 17,867 +2,159 +14%
WWM
4
Western Wealth Management
Colorado
$1.66M 9,943 -9,947 -50%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.39M 8,320 +114 +1%
Goldman Sachs
6
Goldman Sachs
New York
$1.29M 7,730 -10,000 -56%
Bank of America
7
Bank of America
North Carolina
$1.19M 7,135 -137 -2%
SPIA
8
Steward Partners Investment Advisory
New York
$1.07M 6,394 +398 +7%
GLA
9
Good Life Advisors
Pennsylvania
$787K 4,709 +191 +4%
FHA
10
Flagship Harbor Advisors
Massachusetts
$590K 3,531 +3,531 New
Morgan Stanley
11
Morgan Stanley
New York
$589K 3,523 -300 -8%
IA
12
IFP Advisors
Florida
$488K 4,055 -147 -3%
SEP
13
Southland Equity Partners
Missouri
$434K 2,598 -65 -2%
RA
14
RFG Advisory
Alabama
$356K 2,066 +2,066 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$341K 2,038 +2,038 New
Osaic Holdings
16
Osaic Holdings
Arizona
$319K 1,908 – –
MA
17
Mezzasalma Advisors
New Jersey
$203K 1,215 -97 -7%
VF
18
VitalStone Financial
Texas
$137K 825 +825 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$91K 545 +545 New
US Bancorp
20
US Bancorp
Minnesota
$89.1K 533 – –
AF
21
Advisornet Financial
Minnesota
$58.7K 351 – –
IWP
22
IAG Wealth Partners
Wisconsin
$54.2K 324 +165 +104%
JWA
23
JFS Wealth Advisors
Pennsylvania
$44.6K 267 – –
Wells Fargo
24
Wells Fargo
California
$24.7K 148 +1 +0.7%
HI
25
Harbour Investments
Wisconsin
$22.8K 137 +12 +10%
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