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SPDR S&P 1500 Momentum Tilt ETF

38 hedge funds and large institutions have $45.6M invested in SPDR S&P 1500 Momentum Tilt ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
13
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$14.8M 73,296 +2,653 +4%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$7.7M 38,087 +1,830 +5%
PFA
3
Professional Financial Advisors
Nebraska
$4.98M 24,627 +122 +0.5%
SPIA
4
Steward Partners Investment Advisory
New York
$2.74M 13,550 +723 +6%
WWM
5
Western Wealth Management
Colorado
$1.91M 9,431 -406 -4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$1.66M 8,203 +1,538 +23%
Goldman Sachs
7
Goldman Sachs
New York
$1.56M 7,730
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.36M 6,733 +5,520 +455%
Bank of America
9
Bank of America
North Carolina
$1.24M 6,125 -444 -7%
Morgan Stanley
10
Morgan Stanley
New York
$1.07M 5,312 +2,846 +115%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$957K 4,734 +53 +1%
SOS
12
Silver Oak Securities
Tennessee
$917K 4,538 +1,720 +61%
IA
13
IFP Advisors
Florida
$759K 3,755
RJFSA
14
Raymond James Financial Services Advisors
Florida
$642K 3,179 -110 -3%
KAS
15
Kestra Advisory Services
Texas
$596K 2,949 +2,949 New
SEP
16
Southland Equity Partners
Missouri
$483K 2,389 -119 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$398K 1,970 -1,770 -47%
GWP
18
Gateway Wealth Partners
Wisconsin
$290K 1,434 +1,434 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$264K 1,306 -31 -2%
MA
20
Mezzasalma Advisors
New Jersey
$239K 1,184 -28 -2%
ATPW
21
Ashton Thomas Private Wealth
Arizona
$233K 1,151 +1,151 New
NA
22
NewEdge Advisors
Louisiana
$113K 560
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$110K 545 -282 -34%
US Bancorp
24
US Bancorp
Minnesota
$108K 533
VF
25
VitalStone Financial
Texas
$95K 472