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SPDR S&P 1500 Momentum Tilt ETF

33 hedge funds and large institutions have $59M invested in SPDR S&P 1500 Momentum Tilt ETF in 2024 Q3 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.

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
11
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
$20.7M 82,152 +13,072 +19%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$12M 47,567 +2,846 +6%
PFA
3
Professional Financial Advisors
Nebraska
$4.3M 17,087 +43 +0.3%
SPIA
4
Steward Partners Investment Advisory
New York
$3.95M 15,681 +633 +4%
Morgan Stanley
5
Morgan Stanley
New York
$2.54M 10,104 +3,045 +43%
WWM
6
Western Wealth Management
Colorado
$2.29M 9,075 -5 -0.1%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.79M 7,100 -685 -9%
Bank of America
8
Bank of America
North Carolina
$1.41M 5,615 -1,113 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.27M 5,028 -2,407 -32%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.09M 4,313 -177 -4%
CA
11
CoreCap Advisors
Michigan
$1.07M 4,248 +4,248 New
Osaic Holdings
12
Osaic Holdings
Arizona
$1.05M 4,171 -65 -2%
GWP
13
Gateway Wealth Partners
Wisconsin
$806K 3,200 +825 +35%
IA
14
IFP Advisors
Florida
$794K 3,153 -602 -16%
PFG
15
PAX Financial Group
Texas
$693K 2,751 +1,712 +165%
Goldman Sachs
16
Goldman Sachs
New York
$568K 2,255
SEP
17
Southland Equity Partners
Missouri
$556K 2,207 -41 -2%
MOS
18
MGO One Seven
Ohio
$526K 2,087 +2,087 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$477K 1,893 -228 -11%
KAS
20
Kestra Advisory Services
Texas
$444K 1,763 +1 +0.1%
VAG
21
VisionPoint Advisory Group
Texas
$202K 802 +747 +1,358%
US Bancorp
22
US Bancorp
Minnesota
$134K 533
VF
23
VitalStone Financial
Texas
$106K 423 +1 +0.2%
AF
24
Advisornet Financial
Minnesota
$75.8K 301
JWA
25
JFS Wealth Advisors
Pennsylvania
$67.2K 267