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SPDR S&P 1500 Momentum Tilt ETF
MMTM

Overview Fund Activity

33 hedge funds and large institutions have $40.2M invested in SPDR S&P 1500 Momentum Tilt ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
9
Reduced
7
Closed
4
Calls
$1.07M
Puts
$4.21M
Net Calls
-$3.14M
Net Calls Change
-$3.26M

Top Buyers

1
MCA
1
Magnolia Capital Advisors
Mississippi
$3.01M
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$6.46M
3
LPL Financial
3
LPL Financial
California
$10.8M
4
Belvedere Trading
4
Belvedere Trading
Illinois
$493K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$728K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$268K
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$2.52M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PFA
4
Professional Financial Advisors
Nebraska
$4.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$10.8M +$1.66M +8,967 +18%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$6.46M +$2.86M +15,401 +79%
PFA
3
Professional Financial Advisors
Nebraska
$4.7M -$285K -1,535 -6%
MCA
4
Magnolia Capital Advisors
Mississippi
$3.01M +$3.01M +16,234 New
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$2.52M -$568K -3,062 -18%
SPIA
6
Steward Partners Investment Advisory
New York
$1.95M +$301K +1,621 +18%
WWM
7
Western Wealth Management
Colorado
$1.82M -$19.7K -106 -1%
Goldman Sachs
8
Goldman Sachs
New York
$1.43M – – –
Bank of America
9
Bank of America
North Carolina
$1.35M -$60.3K -325 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$793K -$98.7K -532 -11%
IA
11
IFP Advisors
Florida
$752K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$728K +$377K +2,033 +107%
Morgan Stanley
13
Morgan Stanley
New York
$574K +$106K +573 +23%
Belvedere Trading
14
Belvedere Trading
Illinois
$493K +$493K +2,657 New
SEP
15
Southland Equity Partners
Missouri
$468K -$10.6K -57 -2%
RA
16
RFG Advisory
Alabama
$383K – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$364K +$10.4K +56 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$314K +$2.6K +14 +0.8%
Citadel Advisors
19
Citadel Advisors
Florida
$268K -$1.25M -6,731 -82%
MA
20
Mezzasalma Advisors
New Jersey
$225K – – –
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$212K +$212K +1,145 New
VF
22
VitalStone Financial
Texas
$138K +$138K +812 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$101K – – –
US Bancorp
24
US Bancorp
Minnesota
$98.9K – – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$73.1K +$73.1K +394 New
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