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State Street SPDR S&P 1500 Momentum Tilt ETF

49 hedge funds and large institutions have $112M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

29% more funds holding

Funds holding: 3849 (+11)

20% more capital invested

Capital invested by funds: $93.2M → $112M (+$18.8M)

5.67% more ownership

Funds ownership: 62.76%68.43% (+5.7%)

Holders
49
Holders Change
+11
Holders Change %
+28.95%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
17
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.8M +$3.15M +10,898 +12%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$21.2M +$1.37M +4,739 +7%
Goldman Sachs
3
Goldman Sachs
New York
$9.73M +$5.79M +20,000 +150%
SPIA
4
Steward Partners Investment Advisory
New York
$7.05M +$64.2K +222 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$6.64M -$629K -2,174 -9%
Mariner
6
Mariner
Kansas
$6.47M +$2.08M +7,188 +48%
PFA
7
Professional Financial Advisors
Nebraska
$5.94M +$194K +670 +3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.68M +$28.9K +100 +1%
MFG
9
MTM Financial Group
Pennsylvania
$2.57M +$471K +1,628 +23%
WWM
10
Western Wealth Management
Colorado
$2.41M -$25.5K -88 -1%
LWM
11
Lifetime Wealth Management
Texas
$1.94M +$1.93M +6,655 New
ECM
12
Ethos Capital Management
Pennsylvania
$1.71M +$1.7M +5,861 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.55M +$36.2K +125 +2%
Bank of America
14
Bank of America
North Carolina
$1.46M -$5.79K -20 -0.4%
Raymond James Financial
15
Raymond James Financial
Florida
$1.32M +$63.9K +221 +5%
PFG
16
PAX Financial Group
Texas
$1.27M +$1.26M +4,346 New
KAS
17
Kestra Advisory Services
Texas
$911K +$86.8K +300 +11%
GWP
18
Gateway Wealth Partners
Wisconsin
$879K -$48K -166 -5%
IA
19
IFP Advisors
Florida
$849K -$43.1K -149 -5%
Osaic Holdings
20
Osaic Holdings
Arizona
$689K -$47.7K -165 -7%
SEP
21
Southland Equity Partners
Missouri
$630K -$289 -1 -0%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$558K -$17.4K -60 -3%
CWM
23
Centurion Wealth Management
Virginia
$518K +$9.84K +34 +2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$360K +$76.1K +263 +27%
LFAS
25
Level Four Advisory Services
Texas
$330K