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 32 institutions that hold shares in the stock, with a total of 248,291 shares, which have been reported (via 13F filing form) to have a value of $67.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
82,152
shares
|
$22.4 Million
0.01% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
59,251
shares
|
$16.1 Million
0.83% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,429
shares
|
$5.02 Million
1.26% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,681
shares
|
$4.27 Million
0.04% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,104
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Added 43.14%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,075
shares
|
$2.47 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,100
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,615
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,028
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,313
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,248
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,171
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,755
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2023
Reduced 7.4%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
3,462
shares
|
$943,152
0.23% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,751
shares
|
$749,454
0.13% of portfolio
|
Q3 2024
Added 164.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,255
shares
|
$614,329
0.0% of portfolio
|
Q1 2024
Reduced 70.83%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
2,197
shares
|
$598,528
0.13% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,087
shares
|
$568,561
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
1,893
shares
|
$515,709
0.0% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,763
shares
|
$480,294
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
802
shares
|
$218,488
0.07% of portfolio
|
Q3 2024
Added 1358.18%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
533
shares
|
$145,205
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
485
shares
|
$132,128
0.01% of portfolio
|
Q4 2024
Added 61.13%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
423
shares
|
$115,237
0.08% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
267
shares
|
$72,738
0.0% of portfolio
|
Q4 2021
Added 3.49%
|