Institutional Ownership Spdr Ser Tr S&P 1500 Momentum (MMTM)
This table provides information about the institutional ownership of Spdr Ser Tr S&P 1500 Momentum (MMTM). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 327,357 shares, which have been reported (via 13F filing form) to have a value of $78.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
780
shares
|
$187,051
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
533
shares
|
$127,818
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
485
shares
|
$116,307
0.01% of portfolio
|
Q4 2024
Added 61.13%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
423
shares
|
$101,439
0.08% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
267
shares
|
$64,029
0.0% of portfolio
|
Q4 2021
Added 3.49%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
229
shares
|
$54,916
0.04% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
121
shares
|
$29,017
0.0% of portfolio
|
Q4 2024
Added 77.94%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$23,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
50
shares
|
$11,990
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
45
shares
|
$10,791
0.01% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
29
shares
|
$6,954
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|