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State Street SPDR S&P 1500 Momentum Tilt ETF

39 hedge funds and large institutions have $45.9M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

5% more capital invested

Capital invested by funds: $43.7M → $45.9M (+$2.13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 4039 (-1)

2.66% less ownership

Funds ownership: 53.08%50.43% (-2.7%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
14
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.8M +$501K +2,653 +4%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$7.7M +$345K +1,830 +5%
PFA
3
Professional Financial Advisors
Nebraska
$4.98M +$23K +122 +0.5%
SPIA
4
Steward Partners Investment Advisory
New York
$2.74M +$136K +723 +6%
WWM
5
Western Wealth Management
Colorado
$1.91M -$76.6K -406 -4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$1.66M +$290K +1,538 +23%
Goldman Sachs
7
Goldman Sachs
New York
$1.56M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.36M +$1.04M +5,520 +455%
Bank of America
9
Bank of America
North Carolina
$1.24M -$83.8K -444 -7%
Morgan Stanley
10
Morgan Stanley
New York
$1.07M +$537K +2,846 +115%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$957K +$10K +53 +1%
SOS
12
Silver Oak Securities
Tennessee
$917K +$324K +1,720 +61%
IA
13
IFP Advisors
Florida
$759K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$642K -$20.8K -110 -3%
KAS
15
Kestra Advisory Services
Texas
$596K +$556K +2,949 New
SEP
16
Southland Equity Partners
Missouri
$483K -$22.5K -119 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$398K -$334K -1,770 -47%
GWP
18
Gateway Wealth Partners
Wisconsin
$290K +$271K +1,434 New
MFG
19
MTM Financial Group
Pennsylvania
$270K +$29.2K +155 +13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$264K -$5.85K -31 -2%
MA
21
Mezzasalma Advisors
New Jersey
$239K -$5.28K -28 -2%
ATPW
22
Ashton Thomas Private Wealth
Arizona
$233K +$217K +1,151 New
NA
23
NewEdge Advisors
Louisiana
$113K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$110K -$53.2K -282 -34%
US Bancorp
25
US Bancorp
Minnesota
$108K

MMTM Hedge Fund Activity: Q4 2023 in Review

39 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q4 2023, worth a combined $45.9M — up 4.9% from $43.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MMTM and 6 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 14 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.04M. The largest seller was Cutler Group, exiting entirely with an estimated $4.1M sold.

  • 39 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q4 2023, down from 40 in Q3 2023.
  • Funds reported $45.9M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q4 2023, up 4.9% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $1.04M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q4 2023 was Cutler Group, an estimated $4.1M sold.

Based on aggregated 13F filings for Q4 2023.