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State Street SPDR S&P 1500 Momentum Tilt ETF

38 hedge funds and large institutions have $93.2M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $85.7M → $93.2M (+$7.5M)

4.32% more ownership

Funds ownership: 58.44%62.76% (+4.3%)

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

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
13
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26M +$662K +2,407 +3%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$19.4M +$920K +3,346 +5%
Morgan Stanley
3
Morgan Stanley
New York
$7.12M +$398K +1,447 +6%
SPIA
4
Steward Partners Investment Advisory
New York
$6.84M +$63.2K +230 +1%
PFA
5
Professional Financial Advisors
Nebraska
$5.62M +$188K +682 +4%
Mariner
6
Mariner
Kansas
$4.28M +$189K +686 +5%
Goldman Sachs
7
Goldman Sachs
New York
$3.8M
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.54M -$7.15K -26 -0.3%
WWM
9
Western Wealth Management
Colorado
$2.38M -$55.5K -202 -2%
MFG
10
MTM Financial Group
Pennsylvania
$2.04M +$526K +1,913 +36%
Citadel Advisors
11
Citadel Advisors
Florida
$1.99M +$1.52M +5,525 +385%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.48M -$3.3K -12 -0.2%
Bank of America
13
Bank of America
North Carolina
$1.44M -$46.2K -168 -3%
Raymond James Financial
14
Raymond James Financial
Florida
$1.23M -$4.67K -17 -0.4%
GWP
15
Gateway Wealth Partners
Wisconsin
$907K -$62.7K -228 -7%
IA
16
IFP Advisors
Florida
$873K -$203K -738 -19%
KAS
17
Kestra Advisory Services
Texas
$805K +$339K +1,234 +78%
Osaic Holdings
18
Osaic Holdings
Arizona
$697K +$137K +500 +25%
SEP
19
Southland Equity Partners
Missouri
$616K -$1.93K -7 -0.3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$563K +$6.32K +23 +1%
CWM
21
Centurion Wealth Management
Virginia
$497K +$1.38K +5 +0.3%
LFAS
22
Level Four Advisory Services
Texas
$323K -$53.6K -195 -15%
JWCA
23
J.W. Cole Advisors
Florida
$284K +$275 +1 +0.1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$277K -$21.7K -79 -8%
SHJ
25
Sharkey, Howes & Javer
Colorado
$272K -$701K -2,551 -73%