SS SPDR S&P 1500 Mom TiltMMTMETF
13F holders, Q2 2024 (June 30)34holders
5new positions
5sold out
1famous investor
$242.92avg. 13F price*
At the end of Q2 2024, 34 institutions reported holding SS SPDR S&P 1500 Mom Tilt (MMTM) in their 13F filings, unchanged from Q1 2024. 5 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($16.8M), Baltimore-Washington Financial Advisors, Inc. ($10.9M) and Professional Financial Advisors, LLC ($4.1M). 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 (Q2 2024)
- CUSIP
- 78468R705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $347K |
| Exits | 5 | $2.0M |
All 13F filers, Q1 2024 → Q2 2024: 17,771 shares bought and 21,244 shares sold, net −3,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| LPL Financial LLC | 0.01% | Reduce -0.1% | 69,080 | $16.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.64% | Add +10.2% | 44,721 | $10.9M |
| Professional Financial Advisors, LLC | 1.14% | Add +1.0% | 17,044 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +6.6% | 15,048 | $3.7M |
| Western Wealth Management, LLC | 0.16% | Reduce -1.0% | 9,080 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 7,785 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +53.4% | 7,435 | $1.8M |
| Morgan Stanley | 0.00% | Add +181.6% | 7,059 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 6,728 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -70.6% | 4,490 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +65.7% | 4,236 | $1.0M |
| IFP Advisors, Inc | 0.04% | No change | 3,755 | $912K |
| Citadel Advisors | 0.00% | Add +98.2% | 3,284 | $798K |
| Gateway Wealth Partners, LLC | 0.17% | Add +19.9% | 2,375 | $577K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,255 | $548K |
| Southland Equity Partners LLC | 0.16% | Reduce -3.4% | 2,248 | $546K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.2% | 2,121 | $515K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -31.8% | 1,762 | $428K |
| MTM Financial Group, LLC | 0.26% | Add +18.2% | 1,687 | $410K |
| PAX Financial Group, LLC | 0.05% | New | 1,039 | $252K |
| US Bancorp \de | 0.00% | No change | 533 | $129K |
| VitalStone Financial, LLC | 0.07% | No change | 422 | $103K |
| Cwm, LLC | 0.00% | Reduce -35.4% | 352 | $86K |
| AdvisorNet Financial, Inc | 0.01% | No change | 301 | $73K |
| Spire Wealth Management | 0.00% | Add +0.4% | 269 | $65K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 267 | $65K |
| International Assets Investment Management, LLC | 0.01% | New | 240 | $58K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -5.8% | 227 | $55K |
| Castleview Partners, LLC | 0.01% | Add +14.3% | 88 | $21K |
| ORG Partners LLC | 0.00% | New | 70 | $17K |
| Comerica Bank | 0.00% | No change | 68 | $17K |
| Balefire, LLC | 0.00% | New | 55 | $13K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 50 | $12K |
| FMR LLC | 0.00% | New | 25 | $6K |
"% 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.