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State Street SPDR S&P 1500 Momentum Tilt ETF

34 hedge funds and large institutions have $52.5M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $50.5M → $52.5M (+$2M)

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.95% less ownership

Funds ownership: 51.09%49.14% (-2%)

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.8M -$24.5K -106 -0.2%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$10.9M +$953K +4,132 +10%
PFA
3
Professional Financial Advisors
Nebraska
$4.14M +$39.4K +171 +1%
SPIA
4
Steward Partners Investment Advisory
New York
$3.66M +$214K +927 +7%
WWM
5
Western Wealth Management
Colorado
$2.21M -$21.2K -92 -1%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$1.89M -$923 -4 -0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.81M +$597K +2,587 +53%
Morgan Stanley
8
Morgan Stanley
New York
$1.71M +$1.05M +4,552 +182%
Bank of America
9
Bank of America
North Carolina
$1.63M -$35.1K -152 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.09M -$2.48M -10,759 -71%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.03M +$387K +1,679 +66%
IA
12
IFP Advisors
Florida
$912K
Citadel Advisors
13
Citadel Advisors
Florida
$798K +$375K +1,627 +98%
GWP
14
Gateway Wealth Partners
Wisconsin
$577K +$91.1K +395 +20%
Goldman Sachs
15
Goldman Sachs
New York
$548K
SEP
16
Southland Equity Partners
Missouri
$546K -$18K -78 -3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$515K -$61.6K -267 -11%
KAS
18
Kestra Advisory Services
Texas
$428K -$190K -823 -32%
MFG
19
MTM Financial Group
Pennsylvania
$410K +$60K +260 +18%
PFG
20
PAX Financial Group
Texas
$252K +$240K +1,039 New
US Bancorp
21
US Bancorp
Minnesota
$129K
VF
22
VitalStone Financial
Texas
$103K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$86K -$44.5K -193 -35%
AF
24
Advisornet Financial
Minnesota
$73.1K
SWM
25
Spire Wealth Management
Virginia
$65.3K +$231 +1 +0.4%

MMTM Hedge Fund Activity: Q2 2024 in Review

34 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q2 2024, worth a combined $52.5M — up 4% from $50.5M a quarter earlier.

Fund positioning in MMTM was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 11 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.05M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.48M.

  • 34 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $52.5M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q2 2024, up 4% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q2 2024 was Morgan Stanley, an estimated $1.05M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2024.