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 342,112 shares, which have been reported (via 13F filing form) to have a value of $87.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
1,354
shares
|
$347,720
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,250
shares
|
$321,012
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
963
shares
|
$247,308
0.01% of portfolio
|
Q1 2025
Added 23.46%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
846
shares
|
$217,261
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
533
shares
|
$136,879
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
485
shares
|
$124,552
0.01% of portfolio
|
Q4 2024
Added 61.13%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
423
shares
|
$108,630
0.08% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
267
shares
|
$68,568
0.0% of portfolio
|
Q4 2021
Added 3.49%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
229
shares
|
$58,809
0.04% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
121
shares
|
$31,074
0.0% of portfolio
|
Q4 2024
Added 77.94%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
50
shares
|
$12,840
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
45
shares
|
$11,556
0.0% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
23
shares
|
$5,906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$256
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|