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 334,360 shares, which have been reported (via 13F filing form) to have a value of $80.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
132,093
shares
|
$31.8 Million
0.01% of portfolio
|
Q4 2024
Added 60.79%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
59,251
shares
|
$14.2 Million
0.83% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
19,885
shares
|
$4.78 Million
0.0% of portfolio
|
Q4 2024
Added 96.8%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
18,709
shares
|
$4.5 Million
1.17% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
17,246
shares
|
$4.15 Million
0.04% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,522
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
9,126
shares
|
$2.19 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
5,594
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,373
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,109
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,552
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,546
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,313
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,171
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
3,809
shares
|
$915,759
0.14% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
3,677
shares
|
$884,024
0.0% of portfolio
|
Q4 2024
Added 94.24%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
3,643
shares
|
$875,850
0.2% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,153
shares
|
$758,044
0.02% of portfolio
|
Q3 2024
Reduced 16.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,278
shares
|
$547,676
0.0% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
2,256
shares
|
$542,387
0.02% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
2,196
shares
|
$527,962
0.12% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,025
shares
|
$486,850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,720
shares
|
$413,522
0.0% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
1,609
shares
|
$386,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
1,588
shares
|
$381,786
0.05% of portfolio
|
Q1 2025
Reduced 9.82%
|