Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.1K+ 18.92% |
$2.92M - $3.29M
|
82.2K
$21.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.25KNew |
$950K - $1.07M
|
4.25K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.05K+ 43.14% |
$681K - $767K
|
10.1K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.85K+ 6.36% |
$637K - $717K
|
47.6K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.09KNew |
$467K - $526K
|
2.09K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.71K+ 164.77% |
$383K - $431K
|
2.75K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
825+ 34.74% |
$185K - $208K
|
3.2K
$849K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
747+ 1358.18% |
$167K - $188K
|
802
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
633+ 4.21% |
$142K - $159K
|
15.7K
$4.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
162+ 184.09% |
$36.2K - $40.8K
|
250
$66.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
58New |
$13K - $14.6K
|
58
$15.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
57New |
$12.8K - $14.4K
|
57
$15.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
43+ 0.25% |
$9.62K - $10.8K
|
17.1K
$4.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.24% |
$224 - $252
|
423
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$224 - $252
|
1.76K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$224 - $252
|
1
$265
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5- 0.06% |
$1.12K - $1.26K
|
9.08K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-41- 1.82% |
$9.17K - $10.3K
|
2.21K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65- 1.53% |
$14.5K - $16.4K
|
4.17K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-177- 3.94% |
$39.6K - $44.6K
|
4.31K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-228- 10.75% |
$51K - $57.4K
|
1.89K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-685- 8.8% |
$153K - $173K
|
7.1K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.11K- 16.54% |
$249K - $280K
|
5.62K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.41K- 32.37% |
$539K - $606K
|
5.03K
$1.33M
|