SS SPDR S&P 1500 Mom TiltMMTMETF
13F holders, Q4 2025 (December 31)49holders +11
12new positions
3sold out
$292.19avg. 13F price*
At the end of Q4 2025, 49 institutions reported holding SS SPDR S&P 1500 Mom Tilt (MMTM) in their 13F filings, up 11 from Q3 2025. 12 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($29.8M), Baltimore-Washington Financial Advisors, Inc. ($21.2M) and Goldman Sachs Group Inc. ($9.7M).
- Company
- SS SPDR S&P 1500 Mom Tilt
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78468R705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.2M |
| Exits | 3 | $2.0M |
All 13F filers, Q3 2025 → Q4 2025: 54,331 shares bought and 9,965 shares sold, net +44,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| LPL Financial LLC | 0.01% | Add +12.0% | 101,932 | $29.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.89% | Add +7.0% | 72,494 | $21.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +150.4% | 33,300 | $9.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.9% | 24,150 | $7.1M |
| Morgan Stanley | 0.00% | Reduce -8.7% | 22,750 | $6.6M |
| Mariner, LLC | 0.01% | Add +48.0% | 22,161 | $6.5M |
| Professional Financial Advisors, LLC | 1.21% | Add +3.4% | 20,350 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.1% | 9,017 | $2.7M |
| MTM Financial Group, LLC | 1.23% | Add +22.7% | 8,786 | $2.6M |
| Western Wealth Management, LLC | 0.11% | Reduce -1.1% | 8,237 | $2.4M |
| Lifetime Wealth Management P.C. | 1.24% | — | 6,655 | $1.9M |
| Ethos Capital Management, Inc. | 1.61% | — | 5,861 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 5,307 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 5,014 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +5.1% | 4,536 | $1.3M |
| PAX Financial Group, LLC | 0.22% | New | 4,346 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +10.7% | 3,118 | $911K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -5.2% | 3,009 | $879K |
| IFP Advisors, Inc | 0.02% | Reduce -4.9% | 2,908 | $849K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.5% | 2,359 | $689K |
| Southland Equity Partners LLC | 0.12% | Reduce -0.1% | 2,156 | $630K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 1,911 | $558K |
| Centurion Wealth Management LLC | 0.11% | Add +2.0% | 1,772 | $518K |
| Susquehanna International Group, LLP | 0.00% | Add +27.1% | 1,233 | $360K |
| Level Four Advisory Services, LLC | 0.01% | No change | 1,131 | $330K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +10.6% | 1,099 | $321K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.8% | 1,052 | $307K |
| Berkshire Money Management, Inc. | 0.03% | New | 994 | $290K |
| Sharkey, Howes & Javer | 0.04% | Add +2.4% | 975 | $285K |
| Chicago Partners Investment Group LLC | 0.01% | New | 737 | $218K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 733 | $214K |
| AE Wealth Management LLC | 0.00% | New | 559 | $163K |
| US Bancorp \de | 0.00% | No change | 533 | $156K |
| AdvisorNet Financial, Inc | 0.01% | No change | 485 | $142K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 397 | $116K |
| Optima Capital LLC | 0.03% | New | 275 | $80K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 267 | $78K |
| Root Financial Partners, LLC | 0.00% | New | 218 | $64K |
| Comerica Bank | 0.00% | No change | 121 | $35K |
| Cwm, LLC | 0.00% | New | 68 | $20K |
| UBS Group AG | 0.00% | Reduce -15.3% | 50 | $15K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 45 | $13K |
| National Bank of Canada | 0.00% | New | 42 | $12K |
| Cordgrass Capital Advisors, LLC | 0.00% | Reduce -44.0% | 28 | $8K |
| CoreCap Advisors, LLC | 0.00% | New | 18 | $5K |
| First Community Trust NA | 0.00% | New | 16 | $5K |
| Triumph Capital Management | 0.00% | New | 16 | $5K |
| Private Trust Co. NA | 0.00% | No change | 12 | $4K |
| Wells Fargo & Company | 0.00% | No change | 1 | $185 |
"% 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.