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State Street SPDR S&P 1500 Momentum Tilt ETF

38 hedge funds and large institutions have $82.2M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0.32% more ownership

Funds ownership: 58.46%58.78% (+0.32%)

0% more funds holding

Funds holding: 3838 (0)

5% less capital invested

Capital invested by funds: $86.7M → $82.2M (-$4.58M)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.2M -$7.1M -27,369 -21%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$15M +$834K +3,216 +5%
Morgan Stanley
3
Morgan Stanley
New York
$6.31M +$1.63M +6,290 +32%
SPIA
4
Steward Partners Investment Advisory
New York
$5.08M +$997K +3,844 +22%
PFA
5
Professional Financial Advisors
Nebraska
$4.51M +$72.6K +280 +2%
Goldman Sachs
6
Goldman Sachs
New York
$3.21M +$2.86M +11,045 +485%
Mariner
7
Mariner
Kansas
$3.14M +$650K +2,505 +24%
WWM
8
Western Wealth Management
Colorado
$2.2M -$519 -2 -0%
Citadel Advisors
9
Citadel Advisors
Florida
$2.04M +$1.78M +6,877 +427%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.71M +$884K +3,408 +93%
Raymond James Financial
11
Raymond James Financial
Florida
$1.38M +$309K +1,192 +26%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.35M -$421K -1,625 -23%
Bank of America
13
Bank of America
North Carolina
$1.28M -$12.7K -49 -0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.24M +$8.56K +33 +0.6%
SHJ
15
Sharkey, Howes & Javer
Colorado
$918K +$67.7K +261 +7%
MFG
16
MTM Financial Group
Pennsylvania
$908K +$225K +867 +30%
GWP
17
Gateway Wealth Partners
Wisconsin
$878K +$46.9K +181 +5%
Jane Street
18
Jane Street
New York
$809K +$870K +3,357 New
IA
19
IFP Advisors
Florida
$760K
Osaic Holdings
20
Osaic Holdings
Arizona
$551K -$118K -454 -17%
SEP
21
Southland Equity Partners
Missouri
$529K -$259 -1 -0%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$488K +$525K +2,025 New
KAS
23
Kestra Advisory Services
Texas
$415K +$519 +2 +0.1%
BMM
24
Berkshire Money Management
Massachusetts
$383K -$44.9K -173 -10%
CWM
25
Centurion Wealth Management
Virginia
$370K

MMTM Hedge Fund Activity: Q1 2025 in Review

38 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q1 2025, worth a combined $82.2M — down 5.3% from $86.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MMTM positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.86M. The largest seller was LPL Financial, cutting an estimated $7.1M.

  • 38 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $82.2M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q1 2025, down 5.3% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q1 2025 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q1 2025 was Goldman Sachs, an estimated $2.86M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q1 2025 was LPL Financial, an estimated $7.1M sold.

Based on aggregated 13F filings for Q1 2025.