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 40 institutions that hold shares in the stock, with a total of 321,820 shares, which have been reported (via 13F filing form) to have a value of $88.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
88,627
shares
|
$24.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
64,409
shares
|
$17.7 Million
0.84% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
23,698
shares
|
$6.5 Million
0.05% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
23,477
shares
|
$6.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,998
shares
|
$5.21 Million
1.2% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,287
shares
|
$3.92 Million
0.01% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
13,300
shares
|
$3.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,943
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Added 59.87%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,527
shares
|
$2.34 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,728
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Added 100.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,202
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,194
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,332
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,313
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,795
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 20.36%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
3,503
shares
|
$961,503
0.14% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,403
shares
|
$934,055
0.17% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,760
shares
|
$757,564
0.0% of portfolio
|
Q2 2025
Added 20.73%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
2,164
shares
|
$593,974
0.13% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,948
shares
|
$534,687
0.0% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,733
shares
|
$475,673
0.13% of portfolio
|
Q2 2025
Added 22.04%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,584
shares
|
$434,776
0.0% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
1,435
shares
|
$393,878
0.0% of portfolio
|
Q2 2025
Reduced 83.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,326
shares
|
$363,960
0.01% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,136
shares
|
$311,809
0.04% of portfolio
|
Q2 2025
Reduced 28.46%
|