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SPDR S&P 1500 Momentum Tilt ETF

37 hedge funds and large institutions have $81.3M invested in SPDR S&P 1500 Momentum Tilt ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$25.2M 104,724 -27,369 -21%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$15M 62,467 +3,216 +5%
Morgan Stanley
3
Morgan Stanley
New York
$6.31M 26,175 +6,290 +32%
SPIA
4
Steward Partners Investment Advisory
New York
$5.08M 21,090 +3,844 +22%
PFA
5
Professional Financial Advisors
Nebraska
$4.51M 18,709 +280 +2%
Goldman Sachs
6
Goldman Sachs
New York
$3.21M 13,323 +11,045 +485%
Mariner
7
Mariner
Kansas
$3.14M 13,027 +2,505 +24%
WWM
8
Western Wealth Management
Colorado
$2.2M 9,126 -2 -0%
Citadel Advisors
9
Citadel Advisors
Florida
$2.04M 8,486 +6,877 +427%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.71M 7,085 +3,408 +93%
Raymond James Financial
11
Raymond James Financial
Florida
$1.38M 5,738 +1,192 +26%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.35M 5,594 -1,625 -23%
Bank of America
13
Bank of America
North Carolina
$1.28M 5,324 -49 -0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.24M 5,142 +33 +0.6%
SHJ
15
Sharkey, Howes & Javer
Colorado
$918K 3,809 +261 +7%
GWP
16
Gateway Wealth Partners
Wisconsin
$878K 3,643 +181 +5%
Jane Street
17
Jane Street
New York
$809K 3,357 +3,357 New
IA
18
IFP Advisors
Florida
$760K 3,153
Osaic Holdings
19
Osaic Holdings
Arizona
$551K 2,286 -454 -17%
SEP
20
Southland Equity Partners
Missouri
$529K 2,196 -1 -0%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$488K 2,025 +2,025 New
KAS
22
Kestra Advisory Services
Texas
$415K 1,722 +2 +0.1%
BMM
23
Berkshire Money Management
Massachusetts
$383K 1,588 -173 -10%
CWM
24
Centurion Wealth Management
Virginia
$370K 1,420
LFAS
25
Level Four Advisory Services
Texas
$326K 1,354 +1,354 New