SS SPDR S&P 1500 Mom TiltMMTMETF
13F holders, Q3 2024 (September 30)34holders
3new positions
5sold out
$251.81avg. 13F price*
At the end of Q3 2024, 34 institutions reported holding SS SPDR S&P 1500 Mom Tilt (MMTM) in their 13F filings, unchanged from Q2 2024. 3 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($20.7M), Baltimore-Washington Financial Advisors, Inc. ($12.0M) and Professional Financial Advisors, LLC ($4.3M).
- Company
- SS SPDR S&P 1500 Mom Tilt
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78468R705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.6M |
| Exits | 5 | $1.0M |
All 13F filers, Q2 2024 → Q3 2024: 29,858 shares bought and 9,548 shares sold, net +20,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| LPL Financial LLC | 0.01% | Add +18.9% | 82,152 | $20.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.65% | Add +6.4% | 47,567 | $12.0M |
| Professional Financial Advisors, LLC | 1.12% | Add +0.3% | 17,087 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +4.2% | 15,681 | $3.9M |
| Morgan Stanley | 0.00% | Add +43.1% | 10,104 | $2.5M |
| Western Wealth Management, LLC | 0.13% | Reduce -0.1% | 9,075 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.8% | 7,100 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -16.5% | 5,615 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -32.4% | 5,028 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.9% | 4,313 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | New | 4,248 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.5% | 4,171 | $1.1M |
| Gateway Wealth Partners, LLC | 0.22% | Add +34.7% | 3,200 | $806K |
| IFP Advisors, Inc | 0.03% | Reduce -16.0% | 3,153 | $794K |
| PAX Financial Group, LLC | 0.12% | Add +164.8% | 2,751 | $693K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,255 | $568K |
| Southland Equity Partners LLC | 0.14% | Reduce -1.8% | 2,207 | $556K |
| Mgo One Seven LLC | 0.02% | New | 2,087 | $526K |
| MTM Financial Group, LLC | 0.32% | Add +22.4% | 2,064 | $520K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.8% | 1,893 | $477K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 1,763 | $444K |
| Balefire, LLC | 0.07% | Add +1358.2% | 802 | $202K |
| US Bancorp \de | 0.00% | No change | 533 | $134K |
| VitalStone Financial, LLC | 0.07% | Add +0.2% | 423 | $106K |
| AdvisorNet Financial, Inc | 0.01% | No change | 301 | $76K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 267 | $67K |
| Castleview Partners, LLC | 0.04% | Add +184.1% | 250 | $63K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 227 | $57K |
| Comerica Bank | 0.00% | No change | 68 | $17K |
| Coppell Advisory Solutions LLC | 0.00% | New | 58 | $15K |
| Ascentis Wealth Management, LLC | 0.01% | — | 57 | $14K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 50 | $13K |
| FMR LLC | 0.00% | Reduce -40.0% | 15 | $4K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $154 |
"% 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.