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SPDR S&P 1500 Momentum Tilt ETF

33 hedge funds and large institutions have $52.1M invested in SPDR S&P 1500 Momentum Tilt ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$16.8M 69,080 -106 -0.2%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$10.9M 44,721 +4,132 +10%
PFA
3
Professional Financial Advisors
Nebraska
$4.14M 17,044 +171 +1%
SPIA
4
Steward Partners Investment Advisory
New York
$3.66M 15,048 +927 +7%
WWM
5
Western Wealth Management
Colorado
$2.21M 9,080 -92 -1%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$1.89M 7,785 -4 -0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.81M 7,435 +2,587 +53%
Morgan Stanley
8
Morgan Stanley
New York
$1.71M 7,059 +4,552 +182%
Bank of America
9
Bank of America
North Carolina
$1.63M 6,728 -152 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.09M 4,490 -10,759 -71%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.03M 4,236 +1,679 +66%
IA
12
IFP Advisors
Florida
$912K 3,755
Citadel Advisors
13
Citadel Advisors
Florida
$798K 3,284 +1,627 +98%
GWP
14
Gateway Wealth Partners
Wisconsin
$577K 2,375 +395 +20%
Goldman Sachs
15
Goldman Sachs
New York
$548K 2,255
SEP
16
Southland Equity Partners
Missouri
$546K 2,248 -78 -3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$515K 2,121 -267 -11%
KAS
18
Kestra Advisory Services
Texas
$428K 1,762 -823 -32%
PFG
19
PAX Financial Group
Texas
$252K 1,039 +1,039 New
US Bancorp
20
US Bancorp
Minnesota
$129K 533
VF
21
VitalStone Financial
Texas
$103K 422
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$86K 352 -193 -35%
AF
23
Advisornet Financial
Minnesota
$73.1K 301
SWM
24
Spire Wealth Management
Virginia
$65.3K 269 +1 +0.4%
JWA
25
JFS Wealth Advisors
Pennsylvania
$64.9K 267