SS SPDR S&P 1500 Mom TiltMMTMETF
13F holders, Q1 2025 (March 31)38holders
6new positions
5sold out
1famous investor
$240.99avg. 13F price*
At the end of Q1 2025, 38 institutions reported holding SS SPDR S&P 1500 Mom Tilt (MMTM) in their 13F filings, unchanged from Q4 2024. 6 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($25.2M), Baltimore-Washington Financial Advisors, Inc. ($15.0M) and Morgan Stanley ($6.3M). 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 2025)
- CUSIP
- 78468R705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.1M |
| Exits | 5 | $3.0M |
All 13F filers, Q4 2024 → Q1 2025: 49,039 shares bought and 41,114 shares sold, net +7,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| LPL Financial LLC | 0.01% | Reduce -20.7% | 104,724 | $25.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.81% | Add +5.4% | 62,467 | $15.0M |
| Morgan Stanley | 0.00% | Add +31.6% | 26,175 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +22.3% | 21,090 | $5.1M |
| Professional Financial Advisors, LLC | 1.14% | Add +1.5% | 18,709 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +484.9% | 13,323 | $3.2M |
| Mariner, LLC | 0.01% | Add +23.8% | 13,027 | $3.1M |
| Western Wealth Management, LLC | 0.15% | Reduce -0.0% | 9,126 | $2.2M |
| Citadel Advisors | 0.00% | Add +427.4% | 8,486 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +92.7% | 7,085 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +26.2% | 5,738 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.5% | 5,594 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 5,324 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 5,142 | $1.2M |
| Sharkey, Howes & Javer | 0.13% | Add +7.4% | 3,809 | $918K |
| MTM Financial Group, LLC | 0.53% | Add +29.9% | 3,770 | $908K |
| Gateway Wealth Partners, LLC | 0.20% | Add +5.2% | 3,643 | $878K |
| Jane Street Group, LLC | 0.00% | New | 3,357 | $809K |
| IFP Advisors, Inc | 0.02% | No change | 3,153 | $760K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.6% | 2,286 | $551K |
| Southland Equity Partners LLC | 0.12% | Reduce -0.1% | 2,196 | $529K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,025 | $488K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 1,722 | $415K |
| Berkshire Money Management, Inc. | 0.04% | Reduce -9.8% | 1,588 | $383K |
| Centurion Wealth Management LLC | 0.12% | No change | 1,420 | $370K |
| Level Four Advisory Services, LLC | 0.01% | New | 1,354 | $326K |
| Aspire Capital Advisors LLC | 0.09% | New | 1,250 | $301K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +23.5% | 963 | $232K |
| Commonwealth Equity Services, LLC | 0.00% | New | 846 | $204K |
| US Bancorp \de | 0.00% | No change | 533 | $128K |
| AdvisorNet Financial, Inc | 0.01% | No change | 485 | $117K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 267 | $64K |
| Comerica Bank | 0.00% | No change | 121 | $29K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 50 | $12K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 45 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | New | 23 | $6K |
| FMR LLC | 0.00% | No change | 15 | $4K |
| Wells Fargo & Company | 0.00% | No change | 1 | $178 |
"% 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.