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SPDR S&P 1500 Momentum Tilt ETF

39 hedge funds and large institutions have $43.5M invested in SPDR S&P 1500 Momentum Tilt ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
10
Reduced
13
Closed
3
Calls
Puts
$4.04M
Net Calls
-$4.04M
Net Calls Change
-$901K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$12.7M 70,643 +12,688 +22%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$6.5M 36,257 +1,434 +4%
PFA
3
Professional Financial Advisors
Nebraska
$4.39M 24,505 -815 -3%
CG
4
Cutler Group
California
$4.1M 22,886 +22,886 New
SPIA
5
Steward Partners Investment Advisory
New York
$2.3M 12,827 +2,315 +22%
WWM
6
Western Wealth Management
Colorado
$1.76M 9,837
MCA
7
Magnolia Capital Advisors
Mississippi
$1.53M 8,747 -7,487 -46%
Goldman Sachs
8
Goldman Sachs
New York
$1.39M 7,730
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$1.19M 6,665 +5,520 +482%
Bank of America
10
Bank of America
North Carolina
$1.18M 6,569 -710 -10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$839K 4,681 +756 +19%
IA
12
IFP Advisors
Florida
$673K 3,755 -300 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$670K 3,740 +1,776 +90%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$589K 3,289 -988 -23%
PWM
15
Prosperity Wealth Management
California
$531K 2,963 +2,963 New
SOS
16
Silver Oak Securities
Tennessee
$505K 2,818 +2,818 New
SEP
17
Southland Equity Partners
Missouri
$449K 2,508 -16 -0.6%
Morgan Stanley
18
Morgan Stanley
New York
$442K 2,466 -628 -20%
RA
19
RFG Advisory
Alabama
$370K 2,066
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$240K 1,337 -353 -21%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$217K 1,213 +1,213 New
MA
22
Mezzasalma Advisors
New Jersey
$217K 1,212 -3 -0.2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$148K 827 +282 +52%
NA
24
NewEdge Advisors
Louisiana
$100K 560 +560 New
US Bancorp
25
US Bancorp
Minnesota
$95.5K 533