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 41 institutions that hold shares in the stock, with a total of 324,163 shares, which have been reported (via 13F filing form) to have a value of $92.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
924
shares
|
$264,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
732
shares
|
$209,381
0.0% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
533
shares
|
$152,459
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
485
shares
|
$138,729
0.01% of portfolio
|
Q4 2024
Added 61.13%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
423
shares
|
$120,994
0.08% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
267
shares
|
$76,372
0.0% of portfolio
|
Q4 2021
Added 3.49%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
229
shares
|
$65,503
0.04% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
121
shares
|
$34,610
0.0% of portfolio
|
Q4 2024
Added 77.94%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
118
shares
|
$33,752
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
59
shares
|
$16,876
0.0% of portfolio
|
Q3 2025
Reduced 94.37%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
50
shares
|
$14,302
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
45
shares
|
$12,871
0.0% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
33
shares
|
$9,439
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
12
shares
|
$3,432
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|