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State Street SPDR S&P 1500 Momentum Tilt ETF

34 hedge funds and large institutions have $50.5M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $45.9M → $50.5M (+$4.65M)

0.66% more ownership

Funds ownership: 50.43%51.09% (+0.66%)

13% less funds holding

Funds holding: 3934 (-5)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
9
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.9M -$890K -4,110 -6%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$9.33M +$542K +2,502 +7%
PFA
3
Professional Financial Advisors
Nebraska
$3.88M -$1.68M -7,754 -31%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.51M +$2.61M +12,070 +380%
SPIA
5
Steward Partners Investment Advisory
New York
$3.25M +$124K +571 +4%
WWM
6
Western Wealth Management
Colorado
$2.11M -$56.1K -259 -3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.79M -$89.7K -414 -5%
Bank of America
8
Bank of America
North Carolina
$1.58M +$164K +755 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.11M +$24.7K +114 +2%
IA
10
IFP Advisors
Florida
$863K
FEM
11
Fulcrum Equity Management
Texas
$664K +$626K +2,889 New
KAS
12
Kestra Advisory Services
Texas
$594K -$78.8K -364 -12%
Osaic Holdings
13
Osaic Holdings
Arizona
$588K +$127K +587 +30%
Morgan Stanley
14
Morgan Stanley
New York
$576K -$608K -2,805 -53%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$549K -$941K -4,345 -65%
SEP
16
Southland Equity Partners
Missouri
$535K -$13.6K -63 -3%
SOS
17
Silver Oak Securities
Tennessee
$530K -$484K -2,233 -49%
Goldman Sachs
18
Goldman Sachs
New York
$519K -$1.19M -5,475 -71%
BMM
19
Berkshire Money Management
Massachusetts
$470K +$443K +2,046 New
GWP
20
Gateway Wealth Partners
Wisconsin
$455K +$118K +546 +38%
Citadel Advisors
21
Citadel Advisors
Florida
$381K +$359K +1,657 New
MFG
22
MTM Financial Group
Pennsylvania
$328K +$19.5K +90 +7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$220K -$75.8K -350 -27%
NA
24
NewEdge Advisors
Louisiana
$129K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$125K

MMTM Hedge Fund Activity: Q1 2024 in Review

34 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q1 2024, worth a combined $50.5M — up 10% from $45.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MMTM and 3 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.61M. The largest seller was Professional Financial Advisors, cutting an estimated $1.68M.

  • 34 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q1 2024, down from 39 in Q4 2023.
  • Funds reported $50.5M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q1 2024 and 8 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $2.61M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q1 2024 was Professional Financial Advisors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2024.