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SPDR S&P 1500 Momentum Tilt ETF
MMTM

Overview Fund Activity

31 hedge funds and large institutions have $31.4M invested in SPDR S&P 1500 Momentum Tilt ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
6
Reduced
5
Closed
4
Calls
$122K
Puts
–
Net Calls
+$122K
Net Calls Change
+$122K

Top Buyers

1
ZIMP
1
Zimmermann Investment Management & Planning
Pennsylvania
$2.81M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.38M
3
SPIA
3
Steward Partners Investment Advisory
New York
$1.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$320K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$283K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$8.28M
2
GLA
2
Good Life Advisors
Pennsylvania
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$812K
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$426K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.28M 48,988 -85,549 -64%
PFA
2
Professional Financial Advisors
Nebraska
$5.2M 26,855 +720 +3%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$3.28M 19,422 +1,555 +9%
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$2.81M 16,648 +16,648 New
WWM
5
Western Wealth Management
Colorado
$1.68M 9,943 – –
SPIA
6
Steward Partners Investment Advisory
New York
$1.5M 8,891 +2,497 +39%
Citadel Advisors
7
Citadel Advisors
Florida
$1.38M 8,174 +8,174 New
Goldman Sachs
8
Goldman Sachs
New York
$1.31M 7,730 – –
Bank of America
9
Bank of America
North Carolina
$1.28M 7,604 +469 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$812K 4,809 -3,511 -42%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$546K 3,232 +1,194 +59%
IA
12
IFP Advisors
Florida
$490K 4,055 – –
SEP
13
Southland Equity Partners
Missouri
$436K 2,581 -17 -0.7%
Morgan Stanley
14
Morgan Stanley
New York
$426K 2,521 -1,002 -28%
RA
15
RFG Advisory
Alabama
$349K 2,066 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$322K 1,908 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$320K 1,892 +1,892 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$283K 1,676 +1,676 New
MA
19
Mezzasalma Advisors
New Jersey
$205K 1,215 – –
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$92K 545 – –
US Bancorp
21
US Bancorp
Minnesota
$90K 533 – –
AF
22
Advisornet Financial
Minnesota
$59.3K 351 – –
JWA
23
JFS Wealth Advisors
Pennsylvania
$45.1K 267 – –
HGERS
24
Householder Group Estate & Retirement Specialist
Arizona
$45K 269 +269 New
SWM
25
Spire Wealth Management
Virginia
$44.8K 265 +265 New
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