SS SPDR S&P 1500 Mom TiltMMTMETF
13F holders, Q3 2025 (September 30)38holders
3new positions
3sold out
1famous investor
$285.58avg. 13F price*
At the end of Q3 2025, 38 institutions reported holding SS SPDR S&P 1500 Mom Tilt (MMTM) in their 13F filings, unchanged from Q2 2025. 3 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($26.0M), Baltimore-Washington Financial Advisors, Inc. ($19.4M) and Morgan Stanley ($7.1M). 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 SERIES TRUST (Q3 2025)
- CUSIP
- 78468R705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $300K |
| Exits | 3 | $2.4M |
All 13F filers, Q2 2025 → Q3 2025: 19,053 shares bought and 14,098 shares sold, net +4,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| LPL Financial LLC | 0.01% | Add +2.7% | 91,034 | $26.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.83% | Add +5.2% | 67,755 | $19.4M |
| Morgan Stanley | 0.00% | Add +6.2% | 24,924 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1.0% | 23,928 | $6.8M |
| Professional Financial Advisors, LLC | 1.18% | Add +3.6% | 19,680 | $5.6M |
| Mariner, LLC | 0.01% | Add +4.8% | 14,973 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 13,300 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 8,917 | $2.5M |
| Western Wealth Management, LLC | 0.13% | Reduce -2.4% | 8,325 | $2.4M |
| MTM Financial Group, LLC | 1.01% | Add +36.5% | 7,158 | $2.0M |
| Citadel Advisors | 0.00% | Add +385.0% | 6,960 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 5,182 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 5,034 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.4% | 4,315 | $1.2M |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -6.7% | 3,175 | $907K |
| IFP Advisors, Inc | 0.02% | Reduce -19.4% | 3,057 | $873K |
| Kestra Advisory Services, LLC | 0.00% | Add +77.9% | 2,818 | $805K |
| Osaic Holdings, Inc. | 0.00% | Add +24.7% | 2,524 | $697K |
| Southland Equity Partners LLC | 0.12% | Reduce -0.3% | 2,157 | $616K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.2% | 1,971 | $563K |
| Centurion Wealth Management LLC | 0.11% | Add +0.3% | 1,738 | $497K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -14.7% | 1,131 | $323K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 994 | $284K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.5% | 970 | $277K |
| Sharkey, Howes & Javer | 0.03% | Reduce -72.8% | 952 | $272K |
| Envestnet Asset Management Inc. | 0.00% | New | 924 | $264K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.5% | 732 | $209K |
| US Bancorp \de | 0.00% | No change | 533 | $152K |
| AdvisorNet Financial, Inc | 0.01% | No change | 485 | $139K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 267 | $76K |
| Comerica Bank | 0.00% | No change | 121 | $35K |
| Simplex Trading, LLC | 0.00% | New | 118 | $33K |
| UBS Group AG | 0.00% | Reduce -94.4% | 59 | $17K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 50 | $14K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 45 | $13K |
| JPMorgan Chase & Co. | 0.00% | No change | 33 | $9K |
| Private Trust Co. NA | 0.00% | New | 12 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $248 |
"% 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.