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SPDR S&P 1500 Momentum Tilt ETF

33 hedge funds and large institutions have $50.2M invested in SPDR S&P 1500 Momentum Tilt ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
8
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$15.9M 69,186 -4,110 -6%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$9.33M 40,589 +2,502 +7%
PFA
3
Professional Financial Advisors
Nebraska
$3.88M 16,873 -7,754 -31%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.51M 15,249 +12,070 +380%
SPIA
5
Steward Partners Investment Advisory
New York
$3.25M 14,121 +571 +4%
WWM
6
Western Wealth Management
Colorado
$2.11M 9,172 -259 -3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.79M 7,789 -414 -5%
Bank of America
8
Bank of America
North Carolina
$1.58M 6,880 +755 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.12M 4,848 +114 +2%
IA
10
IFP Advisors
Florida
$863K 3,755
FEM
11
Fulcrum Equity Management
Texas
$664K 2,889 +2,889 New
KAS
12
Kestra Advisory Services
Texas
$594K 2,585 -364 -12%
Osaic Holdings
13
Osaic Holdings
Arizona
$588K 2,557 +587 +30%
Morgan Stanley
14
Morgan Stanley
New York
$576K 2,507 -2,805 -53%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$549K 2,388 -4,345 -65%
SEP
16
Southland Equity Partners
Missouri
$535K 2,326 -63 -3%
SOS
17
Silver Oak Securities
Tennessee
$530K 2,305 -2,233 -49%
Goldman Sachs
18
Goldman Sachs
New York
$519K 2,255 -5,475 -71%
BMM
19
Berkshire Money Management
Massachusetts
$470K 2,046 +2,046 New
GWP
20
Gateway Wealth Partners
Wisconsin
$455K 1,980 +546 +38%
Citadel Advisors
21
Citadel Advisors
Florida
$381K 1,657 +1,657 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$220K 956 -350 -27%
NA
23
NewEdge Advisors
Louisiana
$129K 560
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$125K 545
US Bancorp
25
US Bancorp
Minnesota
$123K 533