Latest Institutional Transactions on Spdr Ser Tr S&P 1500 Momentum (MMTM)
This table provides information on the latest institutional transactions involving Spdr Ser Tr S&P 1500 Momentum (MMTM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.15KClosed |
$227K - $265K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
50New |
$8.63K - $10.1K
|
50
$13.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
192+ 103.78% |
$33.1K - $38.9K
|
377
$100K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12New |
$2.07K - $2.43K
|
12
$3.18K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-28- 2.31% |
$4.83K - $5.68K
|
1.18K
$314K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.73% |
$178 - $191
|
138
$36.6K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
560New |
$99.9K - $107K
|
560
$149K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.96KNew |
$528K - $566K
|
2.96K
$786K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
22.9KNew |
$4.08M - $4.37M
|
22.9K
$6.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26New |
$4.64K - $4.97K
|
26
$6.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-7.49K- 46.12% |
$1.34M - $1.43M
|
8.75K
$2.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
91New |
$16.2K - $17.4K
|
91
$24.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-2.52K- 94.77% |
$449K - $481K
|
139
$36.9K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
394New |
$66.4K - $73.1K
|
394
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
22.5KNew |
$3.79M - $4.17M
|
22.5K
$5.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
PUT |
22.5KNew |
$3.79M - $4.17M
|
22.5K
$5.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3.06K- 18.39% |
$516K - $568K
|
13.6K
$3.6M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
45New |
$7.28K - $7.81K
|
45
$11.9K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55New |
$8.9K - $9.55K
|
55
$14.6K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.07KNew |
$320K - $364K
|
2.07K
$548K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
191+ 4.23% |
$29.6K - $33.7K
|
4.71K
$1.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
165+ 103.77% |
$25.6K - $29.1K
|
324
$85.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.53KNew |
$547K - $622K
|
3.53K
$936K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.6K- 61.84% |
$864K - $1.01M
|
3.45K
$916K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
76+ 0.51% |
$11.7K - $13.7K
|
15.1K
$4.01M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.25KClosed |
$195K - $244K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
322+ 20.84% |
$50.2K - $62.8K
|
1.87K
$495K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-50Closed |
$7.79K - $9.74K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-9Closed |
$1.4K - $1.75K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.16KClosed |
$803K - $1M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-125Closed |
$19.5K - $24.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.4KClosed |
$249K - $286K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 3.49% |
$1.65K - $1.83K
|
267
$70.8K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-195- 72.22% |
$34.5K - $37.4K
|
75
$19.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
50New |
$8.86K - $9.6K
|
50
$13.3K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-43Closed |
$7.62K - $8.26K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$1.18K - $1.27K
|
7
$1.86K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-250Closed |
$42.1K - $45.4K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.71KClosed |
$961K - $1.04M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1KClosed |
$158K - $170K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.35KClosed |
$369K - $399K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-100Closed |
$15.7K - $17K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.47KClosed |
$388K - $419K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-370Closed |
$58.2K - $62.8K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.37KClosed |
$196K - $222K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-76Closed |
$10.9K - $12.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 06, 2020
Q2 2020
|
Windsor Group LTD
|
SELL
|
- |
-1.83KClosed |
$195K - $250K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-60Closed |
$5.78K - $8.79K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.9KClosed |
$240K - $263K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-20Closed |
$2.52K - $2.77K
|
0
$0
|
|