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SPDR S&P 1500 Momentum Tilt ETF
MMTM

Overview Fund Activity

37 hedge funds and large institutions have $86M invested in SPDR S&P 1500 Momentum Tilt ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$34.4M
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$15.4M
3
Mariner
3
Mariner
Kansas
$2.74M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.18M
5
Raymond James Financial
5
Raymond James Financial
Florida
$1.18M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$713K
2
VAG
2
VisionPoint Advisory Group
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$1.4M
4
CP
4
Castleview Partners
Texas
$0
5
KAS
5
Kestra Advisory Services
Texas
$448K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$34.4M 132,093 +49,941 +61%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$15.4M 59,251 +11,684 +25%
Morgan Stanley
3
Morgan Stanley
New York
$5.18M 19,885 +9,781 +97%
PFA
4
Professional Financial Advisors
Nebraska
$4.8M 18,429 +1,342 +8%
SPIA
5
Steward Partners Investment Advisory
New York
$4.49M 17,246 +1,565 +10%
Mariner
6
Mariner
Kansas
$2.74M 10,522 +10,522 New
WWM
7
Western Wealth Management
Colorado
$2.38M 9,128 +53 +0.6%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.88M 7,219 +119 +2%
Bank of America
9
Bank of America
North Carolina
$1.4M 5,373 -242 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.33M 5,109 +81 +2%
CA
11
CoreCap Advisors
Michigan
$1.18M 4,552 +304 +7%
Raymond James Financial
12
Raymond James Financial
Florida
$1.18M 4,546 +4,546 New
PFG
13
PAX Financial Group
Texas
$1.17M 4,504 +1,753 +64%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$957K 3,677 +1,784 +94%
SHJ
15
Sharkey, Howes & Javer
Colorado
$924K 3,548 +3,548 New
GWP
16
Gateway Wealth Partners
Wisconsin
$901K 3,462 +262 +8%
IA
17
IFP Advisors
Florida
$821K 3,153 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$713K 2,740 -1,431 -34%
Goldman Sachs
19
Goldman Sachs
New York
$593K 2,278 +23 +1%
MOS
20
MGO One Seven
Ohio
$587K 2,256 +169 +8%
SEP
21
Southland Equity Partners
Missouri
$572K 2,197 -10 -0.5%
BMM
22
Berkshire Money Management
Massachusetts
$458K 1,761 +1,761 New
KAS
23
Kestra Advisory Services
Texas
$448K 1,720 -43 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$419K 1,609 +1,609 New
CWM
25
Centurion Wealth Management
Virginia
$370K 1,420 +1,420 New
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