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State Street SPDR S&P 1500 Momentum Tilt ETF

34 hedge funds and large institutions have $59.6M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

13% more capital invested

Capital invested by funds: $52.5M → $59.6M (+$7.05M)

3.43% more ownership

Funds ownership: 49.14%52.57% (+3.4%)

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

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
12
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
$20.7M +$3.18M +13,072 +19%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$12M +$692K +2,846 +6%
PFA
3
Professional Financial Advisors
Nebraska
$4.3M +$10.5K +43 +0.3%
SPIA
4
Steward Partners Investment Advisory
New York
$3.95M +$154K +633 +4%
Morgan Stanley
5
Morgan Stanley
New York
$2.54M +$740K +3,045 +43%
WWM
6
Western Wealth Management
Colorado
$2.29M -$1.22K -5 -0.1%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.79M -$167K -685 -9%
Bank of America
8
Bank of America
North Carolina
$1.41M -$271K -1,113 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.27M -$585K -2,407 -32%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.09M -$43K -177 -4%
CA
11
CoreCap Advisors
Michigan
$1.07M +$1.03M +4,248 New
Osaic Holdings
12
Osaic Holdings
Arizona
$1.05M -$15.8K -65 -2%
GWP
13
Gateway Wealth Partners
Wisconsin
$806K +$201K +825 +35%
IA
14
IFP Advisors
Florida
$794K -$146K -602 -16%
PFG
15
PAX Financial Group
Texas
$693K +$416K +1,712 +165%
Goldman Sachs
16
Goldman Sachs
New York
$568K
SEP
17
Southland Equity Partners
Missouri
$556K -$9.97K -41 -2%
MOS
18
MGO One Seven
Ohio
$526K +$507K +2,087 New
MFG
19
MTM Financial Group
Pennsylvania
$520K +$91.6K +377 +22%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$477K -$55.4K -228 -11%
KAS
21
Kestra Advisory Services
Texas
$444K +$243 +1 +0.1%
VAG
22
VisionPoint Advisory Group
Texas
$202K +$182K +747 +1,358%
US Bancorp
23
US Bancorp
Minnesota
$134K
VF
24
VitalStone Financial
Texas
$106K +$243 +1 +0.2%
AF
25
Advisornet Financial
Minnesota
$75.8K

MMTM Hedge Fund Activity: Q3 2024 in Review

34 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q3 2024, worth a combined $59.6M — up 13% from $52.5M a quarter earlier.

Fund positioning in MMTM was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $798K sold.

  • 34 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $59.6M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q3 2024 and 5 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q3 2024 was LPL Financial, an estimated $3.18M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q3 2024 was Citadel Advisors, an estimated $798K sold.

Based on aggregated 13F filings for Q3 2024.