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 33 institutions that hold shares in the stock, with a total of 235,089 shares, which have been reported (via 13F filing form) to have a value of $61.9 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 Million
0.01% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
47,567
shares
|
$12.7 Million
0.67% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
17,087
shares
|
$4.57 Million
1.14% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,681
shares
|
$4.2 Million
0.04% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,104
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2024
Added 43.14%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,075
shares
|
$2.43 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,100
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,615
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,028
shares
|
$1.35 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
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,248
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,171
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,755
shares
|
$1 Million
0.04% of portfolio
|
Q3 2023
Reduced 7.4%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
3,200
shares
|
$856,384
0.22% of portfolio
|
Q3 2024
Added 34.74%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,751
shares
|
$736,222
0.13% of portfolio
|
Q3 2024
Added 164.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,255
shares
|
$603,483
0.0% of portfolio
|
Q1 2024
Reduced 70.83%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
2,207
shares
|
$590,637
0.14% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,087
shares
|
$558,522
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
1,893
shares
|
$506,604
0.0% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,763
shares
|
$471,814
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
802
shares
|
$214,631
0.07% of portfolio
|
Q3 2024
Added 1358.18%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
533
shares
|
$142,641
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
423
shares
|
$113,203
0.08% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
301
shares
|
$80,553
0.01% of portfolio
|
Q4 2023
Reduced 14.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
267
shares
|
$71,454
0.0% of portfolio
|
Q4 2021
Added 3.49%
|