Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR S&P 1500 MOMENTUM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.9K+ 60.79% |
$12.4M - $13.6M
|
132K
$33.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
11.7K+ 24.56% |
$2.91M - $3.19M
|
59.3K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$2.62M - $2.87M
|
10.5K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.78K+ 96.8% |
$2.44M - $2.67M
|
19.9K
$5.08M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.13KNew |
$2.27M - $2.49M
|
9.13K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.55KNew |
$1.13M - $1.24M
|
4.55K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.55KNew |
$884K - $969K
|
3.55K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.78K+ 94.24% |
$444K - $487K
|
3.68K
$940K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.76KNew |
$439K - $481K
|
1.76K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.75K+ 63.72% |
$437K - $479K
|
4.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.61KNew |
$401K - $439K
|
1.61K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 9.98% |
$390K - $427K
|
17.2K
$4.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.42KNew |
$354K - $388K
|
1.42K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 7.85% |
$334K - $367K
|
18.4K
$4.71M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
780New |
$194K - $213K
|
780
$199K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
454+ 19.86% |
$113K - $124K
|
2.74K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
304+ 7.16% |
$75.7K - $83K
|
4.55K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
262+ 8.19% |
$65.3K - $71.6K
|
3.46K
$885K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
184+ 61.13% |
$45.8K - $50.3K
|
485
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
169+ 8.1% |
$42.1K - $46.2K
|
2.26K
$577K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
119+ 1.68% |
$29.6K - $32.5K
|
7.22K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100New |
$24.9K - $27.3K
|
100
$25.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
81+ 1.61% |
$20.2K - $22.1K
|
5.11K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
53+ 77.94% |
$13.2K - $14.5K
|
121
$30.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23+ 1.02% |
$5.73K - $6.28K
|
2.28K
$582K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.88% |
$498 - $546
|
229
$58.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-10- 0.45% |
$2.49K - $2.73K
|
2.2K
$562K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 21.05% |
$2.99K - $3.28K
|
45
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-29- 50.0% |
$7.23K - $7.92K
|
29
$7.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43- 2.44% |
$10.7K - $11.7K
|
1.72K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-242- 4.31% |
$60.3K - $66.1K
|
5.37K
$1.37M
|