SS SPDR S&P 1500 Mom TiltMMTMETF
13F holders, Q2 2026 (June 30)40holders +1
5new positions
3sold out
$312.89avg. 13F price*
At the end of Q2 2026, 40 institutions reported holding SS SPDR S&P 1500 Mom Tilt (MMTM) in their 13F filings, up 1 from Q1 2026. 5 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($31.8M), Baltimore-Washington Financial Advisors, Inc. ($25.1M) and Steward Partners Investment Advisory, LLC ($8.2M).
- Company
- SS SPDR S&P 1500 Mom Tilt
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78468R705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $7.3M |
| Exits | 3 | $8.7M |
All 13F filers, Q1 2026 → Q2 2026: 27,288 shares bought and 40,730 shares sold, net −13,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| LPL Financial LLC | 0.01% | Reduce -2.7% | 101,769 | $31.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.94% | Add +3.5% | 80,057 | $25.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.3% | 26,252 | $8.2M |
| Professional Financial Advisors, LLC | 1.17% | Reduce -0.8% | 21,561 | $6.7M |
| Morgan Stanley | 0.00% | Add +0.5% | 20,498 | $6.4M |
| Private Advisor Group, LLC | 0.03% | New | 20,301 | $6.4M |
| MTM Financial Group, LLC | 1.42% | Add +4.5% | 10,578 | $3.3M |
| Western Wealth Management, LLC | 0.08% | Reduce -0.2% | 8,218 | $2.6M |
| Lifetime Wealth Management P.C. | 0.99% | Reduce -22.7% | 5,339 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 5,319 | $1.7M |
| Bank of America Corp. | 0.00% | Add +3.2% | 5,145 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +4.7% | 4,667 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.4% | 4,311 | $1.3M |
| Ethos Capital Management, Inc. | 0.74% | Reduce -29.9% | 3,326 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.1% | 2,993 | $937K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 2,267 | $709K |
| IFP Advisors, Inc | 0.01% | Reduce -12.1% | 2,186 | $684K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -51.3% | 2,085 | $653K |
| Southland Equity Partners LLC | 0.11% | Reduce -0.1% | 2,060 | $645K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 1,849 | $579K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 1,331 | $417K |
| Aspire Capital Advisors LLC | 0.08% | New | 1,241 | $388K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -2.6% | 1,101 | $345K |
| Centurion Wealth Management LLC | 0.08% | Reduce -40.1% | 1,056 | $330K |
| AE Wealth Management LLC | 0.00% | Reduce -0.7% | 976 | $306K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.2% | 969 | $293K |
| Susquehanna International Group, LLP | 0.00% | New | 934 | $292K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.1% | 930 | $291K |
| Signal Advisors Wealth, LLC | 0.01% | New | 696 | $218K |
| US Bancorp \de | 0.00% | No change | 533 | $167K |
| National Bank of Canada | 0.00% | Add +15.4% | 330 | $103K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 267 | $84K |
| AdvisorNet Financial, Inc | 0.00% | No change | 200 | $63K |
| JPMorgan Chase & Co. | 0.00% | No change | 142 | $44K |
| FMR LLC | 0.00% | New | 129 | $40K |
| Fifth Third Bancorp | 0.00% | No change | 121 | $38K |
| Wells Fargo & Company | 0.00% | Add +9600.0% | 97 | $30K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 45 | $14K |
| First Community Trust NA | 0.00% | No change | 16 | $5K |
| Triumph Capital Management | 0.00% | No change | 16 | $5K |
"% of holder's portfolio" is MMTM's weight in each manager's 13F, not the share of SS SPDR S&P 1500 Mom Tilt the manager owns.