SS SPDR S&P 1500 Mom TiltMMTMETF
13F holders, Q1 2024 (March 31)34holders
1famous investor
$229.95avg. 13F price*
At the end of Q1 2024, 34 institutions reported holding SS SPDR S&P 1500 Mom Tilt (MMTM) in their 13F filings. The largest holders were LPL Financial LLC ($15.9M), Baltimore-Washington Financial Advisors, Inc. ($9.3M) and Professional Financial Advisors, LLC ($3.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P 1500 Mom Tilt
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78468R705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.5M |
| Exits | 7 | $581K |
Ownership 34 holders
| LPL Financial LLC | 0.01% | Reduce -5.6% | 69,186 | $15.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.59% | Add +6.6% | 40,589 | $9.3M |
| Professional Financial Advisors, LLC | 1.11% | Reduce -31.5% | 16,873 | $3.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +379.7% | 15,249 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +4.2% | 14,121 | $3.2M |
| Western Wealth Management, LLC | 0.16% | Reduce -2.8% | 9,172 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.0% | 7,789 | $1.8M |
| Bank of America Corp. | 0.00% | Add +12.3% | 6,880 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 4,848 | $1.1M |
| IFP Advisors, Inc | 0.04% | No change | 3,755 | $863K |
| Fulcrum Equity Management | 0.78% | New | 2,889 | $664K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.3% | 2,585 | $594K |
| Osaic Holdings, Inc. | 0.00% | Add +29.8% | 2,557 | $588K |
| Morgan Stanley | 0.00% | Reduce -5.6% | 2,507 | $576K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.5% | 2,388 | $549K |
| Southland Equity Partners LLC | 0.15% | Reduce -2.6% | 2,326 | $535K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -49.2% | 2,305 | $530K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -70.8% | 2,255 | $519K |
| Berkshire Money Management, Inc. | 0.06% | New | 2,046 | $470K |
| Gateway Wealth Partners, LLC | 0.16% | Add +38.1% | 1,980 | $455K |
| Citadel Advisors | 0.00% | New | 1,657 | $381K |
| MTM Financial Group, LLC | 0.22% | Add +6.7% | 1,427 | $328K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -26.8% | 956 | $220K |
| NewEdge Advisors, LLC | 0.00% | No change | 560 | $129K |
| Cwm, LLC | 0.00% | No change | 545 | $125K |
| US Bancorp \de | 0.00% | No change | 533 | $123K |
| VitalStone Financial, LLC | 0.07% | Reduce -10.6% | 422 | $97K |
| AdvisorNet Financial, Inc | 0.01% | No change | 301 | $69K |
| Spire Wealth Management | 0.00% | No change | 268 | $62K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 267 | $61K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 241 | $55K |
| Castleview Partners, LLC | 0.01% | Add +32.8% | 77 | $18K |
| Comerica Bank | 0.00% | No change | 68 | $16K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 50 | $11K |
"% 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.