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State Street SPDR S&P 1500 Momentum Tilt ETF

38 hedge funds and large institutions have $85.7M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $82.2M → $85.7M (+$3.54M)

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.35% less ownership

Funds ownership: 58.78%58.44% (-0.35%)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
38
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
3
Increased
11
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.6M -$3.97M -16,097 -15%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$17.2M +$479K +1,942 +3%
SPIA
3
Steward Partners Investment Advisory
New York
$6.32M +$643K +2,608 +12%
Morgan Stanley
4
Morgan Stanley
New York
$6.26M -$666K -2,698 -10%
PFA
5
Professional Financial Advisors
Nebraska
$5.06M +$71.3K +289 +2%
Mariner
6
Mariner
Kansas
$3.81M +$311K +1,260 +10%
Goldman Sachs
7
Goldman Sachs
New York
$3.55M -$5.67K -23 -0.2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.4M +$826K +3,349 +60%
WWM
9
Western Wealth Management
Colorado
$2.27M -$148K -599 -7%
Jane Street
10
Jane Street
New York
$1.79M +$832K +3,371 +100%
MFG
11
MTM Financial Group
Pennsylvania
$1.4M +$364K +1,475 +39%
Bank of America
12
Bank of America
North Carolina
$1.39M -$30.1K -122 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.39M +$12.8K +52 +1%
Raymond James Financial
14
Raymond James Financial
Florida
$1.15M -$347K -1,406 -25%
IA
15
IFP Advisors
Florida
$1.01M +$158K +642 +20%
SHJ
16
Sharkey, Howes & Javer
Colorado
$934K -$75.5K -306 -8%
GWP
17
Gateway Wealth Partners
Wisconsin
$907K -$59.2K -240 -7%
SEP
18
Southland Equity Partners
Missouri
$577K -$7.89K -32 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$540K -$64.6K -262 -11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$519K -$19K -77 -4%
CWM
21
Centurion Wealth Management
Virginia
$462K +$77.2K +313 +22%
KAS
22
Kestra Advisory Services
Texas
$422K -$34K -138 -8%
Citadel Advisors
23
Citadel Advisors
Florida
$383K -$1.74M -7,051 -83%
LFAS
24
Level Four Advisory Services
Texas
$353K -$6.91K -28 -2%
BMM
25
Berkshire Money Management
Massachusetts
$303K -$112K -452 -28%

MMTM Hedge Fund Activity: Q2 2025 in Review

38 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q2 2025, worth a combined $85.7M — up 4.3% from $82.2M a quarter earlier.

Fund positioning in MMTM was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $832K. The largest seller was LPL Financial, cutting an estimated $3.97M.

  • 38 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $85.7M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q2 2025, up 4.3% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q2 2025 and 3 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q2 2025 was Jane Street, an estimated $832K added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q2 2025 was LPL Financial, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2025.