SS SPDR S&P 1500 Mom TiltMMTMETF
13F holders, Q4 2024 (December 31)38holders +4
7new positions
2sold out
1famous investor
$260.31avg. 13F price*
At the end of Q4 2024, 38 institutions reported holding SS SPDR S&P 1500 Mom Tilt (MMTM) in their 13F filings, up 4 from Q3 2024. 7 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($34.4M), Baltimore-Washington Financial Advisors, Inc. ($15.4M) and Morgan Stanley ($5.2M). 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 (Q4 2024)
- CUSIP
- 78468R705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.1M |
| Exits | 2 | $265K |
All 13F filers, Q3 2024 → Q4 2024: 99,679 shares bought and 2,819 shares sold, net +96,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| LPL Financial LLC | 0.01% | Add +60.8% | 132,093 | $34.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.80% | Add +24.6% | 59,251 | $15.4M |
| Morgan Stanley | 0.00% | Add +96.8% | 19,885 | $5.2M |
| Professional Financial Advisors, LLC | 1.23% | Add +7.8% | 18,429 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +10.0% | 17,246 | $4.5M |
| Mariner, LLC | 0.00% | New | 10,522 | $2.7M |
| Western Wealth Management, LLC | 0.13% | Add +0.6% | 9,128 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.7% | 7,219 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -4.3% | 5,373 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 5,109 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Add +7.2% | 4,552 | $1.2M |
| Raymond James Financial Inc. | 0.00% | — | 4,546 | $1.2M |
| PAX Financial Group, LLC | 0.21% | Add +63.7% | 4,504 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +94.2% | 3,677 | $957K |
| Sharkey, Howes & Javer | 0.13% | New | 3,548 | $924K |
| Gateway Wealth Partners, LLC | 0.23% | Add +8.2% | 3,462 | $901K |
| IFP Advisors, Inc | 0.03% | No change | 3,153 | $821K |
| MTM Financial Group, LLC | 0.45% | Add +40.6% | 2,903 | $756K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.3% | 2,740 | $713K |
| Goldman Sachs Group Inc. | 0.00% | Add +1.0% | 2,278 | $593K |
| Mgo One Seven LLC | 0.02% | Add +8.1% | 2,256 | $587K |
| Southland Equity Partners LLC | 0.13% | Reduce -0.5% | 2,197 | $572K |
| Berkshire Money Management, Inc. | 0.05% | New | 1,761 | $458K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.4% | 1,720 | $448K |
| Citadel Advisors | 0.00% | New | 1,609 | $419K |
| Centurion Wealth Management LLC | 0.12% | New | 1,420 | $370K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 780 | $203K |
| US Bancorp \de | 0.00% | No change | 533 | $139K |
| AdvisorNet Financial, Inc | 0.01% | Add +61.1% | 485 | $126K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 267 | $70K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +0.9% | 229 | $59K |
| Comerica Bank | 0.00% | Add +77.9% | 121 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | New | 100 | $26K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 50 | $13K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -21.1% | 45 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -50.0% | 29 | $8K |
| FMR LLC | 0.00% | No change | 15 | $4K |
| Wells Fargo & Company | 0.00% | No change | 1 | $180 |
"% 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.