SS SPDR S&P 1500 Mom TiltMMTMETF
13F holders, Q1 2026 (March 31)39holders −10
2new positions
11sold out
$280.32avg. 13F price*
At the end of Q1 2026, 39 institutions reported holding SS SPDR S&P 1500 Mom Tilt (MMTM) in their 13F filings, down 10 from Q4 2025. 2 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($29.3M), Baltimore-Washington Financial Advisors, Inc. ($21.7M) and Steward Partners Investment Advisory, LLC ($7.3M).
- Company
- SS SPDR S&P 1500 Mom Tilt
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $72K |
| Exits | 11 | $2.6M |
All 13F filers, Q4 2025 → Q1 2026: 17,931 shares bought and 45,664 shares sold, net −27,733 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| LPL Financial LLC | 0.01% | Add +2.6% | 104,624 | $29.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.94% | Add +6.7% | 77,330 | $21.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +8.4% | 26,176 | $7.3M |
| Mariner, LLC | 0.01% | Add +12.1% | 24,845 | $7.0M |
| Professional Financial Advisors, LLC | 1.24% | Add +6.8% | 21,739 | $6.1M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 20,388 | $5.7M |
| MTM Financial Group, LLC | 1.33% | Add +15.2% | 10,124 | $2.8M |
| Western Wealth Management, LLC | 0.09% | Reduce -0.0% | 8,236 | $2.3M |
| Lifetime Wealth Management P.C. | 1.12% | Add +3.8% | 6,906 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -82.3% | 5,896 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +2.2% | 5,422 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 4,985 | $1.4M |
| Ethos Capital Management, Inc. | 1.14% | Reduce -19.1% | 4,742 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -48.9% | 4,604 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.7% | 4,458 | $1.2M |
| Gateway Wealth Partners, LLC | 0.05% | Add +42.2% | 4,280 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.9% | 3,027 | $848K |
| IFP Advisors, Inc | 0.01% | Reduce -14.5% | 2,487 | $697K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.7% | 2,319 | $650K |
| Southland Equity Partners LLC | 0.11% | Reduce -4.4% | 2,062 | $578K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 1,863 | $522K |
| Centurion Wealth Management LLC | 0.11% | Reduce -0.6% | 1,762 | $494K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +21.0% | 1,330 | $373K |
| Level Four Advisory Services, LLC | 0.01% | No change | 1,131 | $317K |
| Chicago Partners Investment Group LLC | 0.01% | Add +22.7% | 904 | $282K |
| AE Wealth Management LLC | 0.00% | Add +75.8% | 983 | $275K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.9% | 885 | $248K |
| US Bancorp \de | 0.00% | No change | 533 | $149K |
| National Bank of Canada | 0.00% | Add +581.0% | 286 | $80K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 267 | $75K |
| Root Financial Partners, LLC | 0.00% | No change | 218 | $61K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -58.8% | 200 | $56K |
| JPMorgan Chase & Co. | 0.00% | New | 142 | $38K |
| Fifth Third Bancorp | 0.00% | New | 121 | $34K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 45 | $13K |
| Cwm, LLC | 0.00% | Reduce -60.3% | 27 | $8K |
| First Community Trust NA | 0.00% | No change | 16 | $4K |
| Triumph Capital Management | 0.00% | No change | 16 | $4K |
| Wells Fargo & Company | 0.00% | No change | 1 | $214 |
"% 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.