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SPDR S&P 1500 Momentum Tilt ETF (MMTM) Institutional Ownership

$311.17 -1.24 (-0.40%)
As of 11:36 AM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P 1500 Momentum Tilt ETF (NYSEARCA:MMTM)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$19.68M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.74M
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MMTM Institutional Buying and Selling by Quarter

SPDR S&P 1500 Momentum Tilt ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.930$291K0.0%+5.1%0.175%
9/9/2026Integrated Wealth Concepts LLC790$247K0.0%N/A0.149%
9/9/2026IFP Advisors Inc2,186$684K0.0%-12.1%0.412%
8/23/2026Aspire Capital Advisors LLC1,241$388K0.1%N/A0.234%
7/9/2026Centurion Wealth Management LLC1,056$330K0.1%-40.1%0.199%
7/9/2026Professional Financial Advisors LLC21,561$6.75M1.2%-0.8%4.068%
6/23/2026MTM Financial Group LLC10,124$2.84M1.3%+15.2%1.910%
5/18/2026Royal Bank of Canada5,422$1.52M0.0%+2.2%1.023%
5/15/2026Gateway Wealth Partners LLC4,280$1.20M0.0%+42.2%0.808%
5/4/2026Chicago Partners Investment Group LLC904$253K0.0%+22.7%0.171%
5/1/2026Fifth Third Bancorp121$34K0.0%N/A0.023%
4/30/2026Kestra Advisory Services LLC3,027$848K0.0%-2.9%0.571%
4/17/2026AdvisorNet Financial Inc200$56K0.0%-58.8%0.037%
2/17/2026Osaic Holdings Inc.2,359$689K0.0%-6.5%0.421%
2/17/2026Royal Bank of Canada5,307$1.55M0.0%+2.4%0.948%
2/16/2026Mariner LLC22,161$6.47M0.0%+48.0%3.957%
2/13/2026Kestra Advisory Services LLC3,118$911K0.0%+10.6%0.557%
2/12/2026Steward Partners Investment Advisory LLC24,150$7.05M0.0%+0.9%4.313%
2/11/2026Gateway Wealth Partners LLC3,009$879K0.1%-5.2%0.537%
2/11/2026LPL Financial LLC101,932$29.77M0.0%+12.0%18.202%
2/11/2026J.W. Cole Advisors Inc.1,099$321K0.0%+10.6%0.196%
2/10/2026Goldman Sachs Group Inc.33,300$9.73M0.0%+150.4%5.946%
2/10/2026Root Financial Partners LLC218$64K0.0%N/A0.039%
2/6/2026IFP Advisors Inc2,908$849K0.0%-4.9%0.519%
2/5/2026PAX Financial Group LLC4,346$1.27M0.2%N/A0.776%
1/27/2026Berkshire Money Management Inc.994$290K0.0%N/A0.174%
1/23/2026Optima Capital LLC275$80K0.0%N/A0.039%
1/21/2026Ethos Capital Management Inc.5,861$1.71M1.6%N/A0.837%
1/15/2026Professional Financial Advisors LLC20,350$5.94M1.2%+3.4%3.634%
1/14/2026Centurion Wealth Management LLC1,772$518K0.1%+2.0%0.316%
1/8/2026Wealth Enhancement Advisory Services LLC9,017$2.68M0.0%+1.1%1.610%
12/2/2025IFP Advisors Inc3,061$874K0.0%-19.3%0.589%
11/17/2025Susquehanna International Group LLP970$277K0.0%-7.5%0.187%
11/17/2025Mariner LLC14,973$4.28M0.0%+4.8%2.879%
11/17/2025Citadel Advisors LLC6,960$1.99M0.0%+385.0%1.338%
11/17/2025Bank of America Corp DE5,034$1.44M0.0%-3.2%0.968%
11/13/2025Baltimore Washington Financial Advisors Inc.67,755$19.36M0.8%+5.2%13.030%
11/12/2025Level Four Advisory Services LLC1,131$323K0.0%-14.7%0.218%
11/6/2025Western Wealth Management LLC8,325$2.38M0.1%-2.4%1.601%
11/5/2025Envestnet Asset Management Inc.924$264K0.0%N/A0.178%
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10/28/2025Professional Financial Advisors LLC19,680$5.62M1.2%+3.6%3.713%
10/10/2025Sharkey Howes & Javer952$272K0.0%-72.8%0.183%
9/4/2025Osaic Holdings Inc.2,024$540K0.0%-11.5%0.382%
8/15/2025Bank of America Corp DE5,202$1.39M0.0%-2.3%0.982%
8/14/2025Jane Street Group LLC6,728$1.79M0.0%+100.4%1.269%
8/14/2025Raymond James Financial Inc.4,332$1.16M0.0%-24.5%0.817%
8/13/2025Flow Traders U.S. LLC954$254K0.0%N/A0.180%
8/13/2025Gateway Wealth Partners LLC3,403$907K0.2%-6.6%0.642%
8/13/2025Baltimore Washington Financial Advisors Inc.64,409$17.17M0.8%+3.1%12.153%
8/12/2025Steward Partners Investment Advisory LLC23,698$6.32M0.0%+12.4%4.471%
8/11/2025Western Wealth Management LLC8,527$2.27M0.1%-6.6%1.550%
7/24/2025IFP Advisors Inc3,795$1.01M0.0%+20.4%0.690%
7/22/2025Berkshire Money Management Inc.1,136$303K0.0%-28.5%0.207%
7/10/2025Wealth Enhancement Advisory Services LLC8,943$2.40M0.0%+59.9%1.626%
7/10/2025Sharkey Howes & Javer3,503$934K0.1%-8.0%0.637%
7/10/2025Professional Financial Advisors LLC18,998$5.07M1.2%+1.5%3.454%
7/7/2025Centurion Wealth Management LLC1,733$462K0.1%+22.0%0.315%
6/27/2025Goldman Sachs Group Inc.13,323$3.21M0.0%+484.9%2.422%
5/19/2025Jane Street Group LLC3,357$809K0.0%N/A0.589%
5/16/2025Goldman Sachs Group Inc.13,323$3.21M0.0%+484.9%2.337%
5/13/2025Steward Partners Investment Advisory LLC21,090$5.08M0.0%+22.3%3.700%
5/7/2025LPL Financial LLC104,724$25.23M0.0%-20.7%18.056%
5/1/2025Gateway Wealth Partners LLC3,643$878K0.2%+5.2%0.628%
4/30/2025Sharkey Howes & Javer3,809$918K0.1%+7.4%0.657%
4/23/2025Berkshire Money Management Inc.1,588$383K0.0%-9.8%0.274%
4/23/2025Professional Financial Advisors LLC18,709$4.51M1.1%+1.5%3.226%
4/22/2025Aspire Capital Advisors LLC1,250$301K0.1%N/A0.216%
4/16/2025Wealth Enhancement Advisory Services LLC5,594$1.35M0.0%-22.5%0.964%
3/17/2025Wealth Enhancement Advisory Services LLC7,219$1.88M0.0%+1.7%1.245%
2/17/2025CoreCap Advisors LLC4,552$1.19M0.1%+7.2%1.059%
2/17/2025Bank of America Corp DE5,373$1.40M0.0%-4.3%1.250%
2/14/2025Comerica Bank121$31K0.0%+77.9%0.028%
2/14/2025MGO One Seven LLC2,256$587K0.0%+8.1%0.525%
2/13/2025Mariner LLC10,522$2.74M0.0%N/A2.447%
2/13/2025Raymond James Financial Inc.4,546$1.18M0.0%N/A1.057%
2/12/2025PAX Financial Group LLC4,504$1.17M0.2%+63.7%1.047%
2/11/2025LPL Financial LLC132,093$34.38M0.0%+60.8%30.719%
2/10/2025Centurion Wealth Management LLC1,420$370K0.1%N/A0.330%
2/6/2025Raymond James Financial Inc.4,546$1.18M0.0%N/A1.057%
2/6/2025Steward Partners Investment Advisory LLC17,246$4.49M0.0%+10.0%4.011%
2/5/2025Sharkey Howes & Javer3,548$924K0.1%N/A0.825%
1/31/2025J.W. Cole Advisors Inc.780$203K0.0%N/A0.181%
1/27/2025Berkshire Money Management Inc.1,761$458K0.0%N/A0.410%
1/24/2025Baltimore Washington Financial Advisors Inc.59,251$15.42M0.8%+24.6%13.779%
1/23/2025Gateway Wealth Partners LLC3,462$901K0.2%+8.2%0.805%
1/14/2025Professional Financial Advisors LLC18,429$4.80M1.2%+7.9%4.286%
1/13/2025AdvisorNet Financial Inc485$126K0.0%+61.1%0.113%
11/12/2024Baltimore Washington Financial Advisors Inc.47,567$11.98M0.6%+6.4%11.062%
10/25/2024Gateway Wealth Partners LLC3,200$806K0.2%+34.7%0.744%
10/24/2024Wealth Enhancement Advisory Services LLC7,100$1.79M0.0%-8.8%1.651%
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10/21/2024Castleview Partners LLC250$63K0.0%+184.1%0.058%
10/10/2024Professional Financial Advisors LLC17,087$4.30M1.1%+0.3%3.974%
8/16/2024Gateway Wealth Partners LLC2,375$577K0.2%+19.9%0.552%
7/31/2024Baltimore Washington Financial Advisors Inc.44,721$10.86M0.6%+10.2%10.400%
7/30/2024International Assets Investment Management LLC240$58K0.0%N/A0.056%
7/19/2024Western Wealth Management LLC9,080$2.21M0.2%-1.0%2.112%
7/18/2024Professional Financial Advisors LLC17,044$4.14M1.1%+1.0%3.964%
7/12/2024Southland Equity Partners LLC2,248$546K0.2%-3.4%0.523%
7/10/2024CWM LLC352$86K0.0%-35.4%0.082%
5/8/2024Berkshire Money Management Inc.2,046$470K0.1%N/A0.476%


MMTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 institutional investors and hedge funds held shares of SPDR S&P 1500 Momentum Tilt ETF. The most heavily invested institutionals were LPL Financial LLC ($29.77M), Baltimore Washington Financial Advisors Inc. ($19.36M), Goldman Sachs Group Inc. ($9.73M), Steward Partners Investment Advisory LLC ($7.05M), Professional Financial Advisors LLC ($6.75M), Mariner LLC ($6.47M), and MTM Financial Group LLC ($2.84M).Learn more on SPDR S&P 1500 Momentum Tilt ETF's institutional investors.

Of the 34 institutional investors that purchased SPDR S&P 1500 Momentum Tilt ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($60.84K), Goldman Sachs Group Inc. ($42.09K), Baltimore Washington Financial Advisors Inc. ($19.82K), Mariner LLC ($18.40K), Raymond James Financial Inc. ($9.09K), Steward Partners Investment Advisory LLC ($8.24K), and Jane Street Group LLC ($6.73K).

Institutional investors have bought a total of 67,587 shares in the last 24 months. This purchase volume represents approximately $19.68M in transactions.

Of the 12 institutional investors that sold SPDR S&P 1500 Momentum Tilt ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sharkey Howes & Javer ($2.55K), IFP Advisors Inc ($1.18K), Centurion Wealth Management LLC ($706.00), AdvisorNet Financial Inc ($285.00), Western Wealth Management LLC ($202.00), Level Four Advisory Services LLC ($195.00), and Professional Financial Advisors LLC ($178.00).

Institutional investors have sold a total of 5,970 shares in the last 24 months. This volume of shares sold represents approximately $1.74M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:MMTM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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