SS SPDR S&P 1500 Mom TiltMMTMETF
13F holders, Q2 2025 (June 30)38holders
3new positions
3sold out
1famous investor
$266.64avg. 13F price*
At the end of Q2 2025, 38 institutions reported holding SS SPDR S&P 1500 Mom Tilt (MMTM) in their 13F filings, unchanged from Q1 2025. 3 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($23.6M), Baltimore-Washington Financial Advisors, Inc. ($17.2M) and Steward Partners Investment Advisory, LLC ($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 SERIES TRUST (Q2 2025)
- CUSIP
- 78468R705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $542K |
| Exits | 3 | $310K |
All 13F filers, Q1 2025 → Q2 2025: 17,366 shares bought and 36,901 shares sold, net −19,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| LPL Financial LLC | 0.01% | Reduce -15.4% | 88,627 | $23.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.80% | Add +3.1% | 64,409 | $17.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +12.4% | 23,698 | $6.3M |
| Morgan Stanley | 0.00% | Reduce -10.3% | 23,477 | $6.3M |
| Professional Financial Advisors, LLC | 1.17% | Add +1.5% | 18,998 | $5.1M |
| Mariner, LLC | 0.01% | Add +9.7% | 14,287 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.2% | 13,300 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +59.9% | 8,943 | $2.4M |
| Western Wealth Management, LLC | 0.14% | Reduce -6.6% | 8,527 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +100.4% | 6,728 | $1.8M |
| MTM Financial Group, LLC | 0.76% | Add +39.1% | 5,245 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 5,202 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 5,194 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -24.5% | 4,332 | $1.2M |
| IFP Advisors, Inc | 0.03% | Add +20.4% | 3,795 | $1.0M |
| Sharkey, Howes & Javer | 0.13% | Reduce -8.0% | 3,503 | $934K |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -6.6% | 3,403 | $907K |
| Southland Equity Partners LLC | 0.13% | Reduce -1.5% | 2,164 | $577K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.5% | 2,024 | $540K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.8% | 1,948 | $519K |
| Centurion Wealth Management LLC | 0.13% | Add +22.0% | 1,733 | $462K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.0% | 1,584 | $422K |
| Citadel Advisors | 0.00% | Reduce -83.1% | 1,435 | $383K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -2.1% | 1,326 | $353K |
| Berkshire Money Management, Inc. | 0.03% | Reduce -28.5% | 1,136 | $303K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.2% | 1,049 | $280K |
| UBS Group AG | 0.00% | New | 1,048 | $279K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.1% | 993 | $265K |
| Flow Traders U.S. LLC | 0.01% | New | 954 | $254K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.4% | 800 | $213K |
| US Bancorp \de | 0.00% | No change | 533 | $142K |
| AdvisorNet Financial, Inc | 0.01% | No change | 485 | $129K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 267 | $71K |
| Comerica Bank | 0.00% | No change | 121 | $32K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 50 | $13K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 45 | $12K |
| JPMorgan Chase & Co. | 0.00% | New | 33 | $9K |
| Wells Fargo & Company | 0.00% | No change | 1 | $198 |
"% 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.