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 216,575 shares, which have been reported (via 13F filing form) to have a value of $55.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
69,080
shares
|
$17.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
44,721
shares
|
$11.5 Million
0.65% of portfolio
|
Q2 2024
Added 10.18%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
17,087
shares
|
$4.39 Million
1.14% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
15,048
shares
|
$3.87 Million
0.04% of portfolio
|
Q2 2024
Added 6.56%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
9,080
shares
|
$2.33 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
7,435
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
Added 53.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,100
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
7,059
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2024
Added 181.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
6,728
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,313
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
4,236
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Added 65.66%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,755
shares
|
$965,372
0.04% of portfolio
|
Q3 2023
Reduced 7.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
3,284
shares
|
$844,283
0.0% of portfolio
|
Q2 2024
Added 98.19%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
3,200
shares
|
$822,687
0.22% of portfolio
|
Q3 2024
Added 34.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
2,255
shares
|
$579,737
0.0% of portfolio
|
Q1 2024
Reduced 70.83%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
2,207
shares
|
$567,397
0.14% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
2,121
shares
|
$545,287
0.0% of portfolio
|
Q2 2024
Reduced 11.18%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,087
shares
|
$536,546
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,762
shares
|
$452,992
0.0% of portfolio
|
Q2 2024
Reduced 31.84%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
1,039
shares
|
$267,116
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
802
shares
|
$206,186
0.07% of portfolio
|
Q3 2024
Added 1358.18%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
533
shares
|
$137,028
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
423
shares
|
$108,749
0.08% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
301
shares
|
$77,384
0.01% of portfolio
|
Q4 2023
Reduced 14.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
267
shares
|
$68,643
0.0% of portfolio
|
Q4 2021
Added 3.49%
|