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Disclosery

MMTM SPDR SERIES TRUST

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ST STR 1500MOM (fund)

41 managers (41 13F filers) reported a position in MMTM shares at 2026-06-30, 342,701 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
41
13F filers
41
New
6
Added
11
Reduced
16
Sold out
3
Shares held by filers
342,701

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC101,769$31.8M0.01%-2,85513F-HRTimeline
Baltimore-Washington Financial Advisors…80,057$25.1M0.94%+2,72713F-HRTimeline
Steward Partners Investment Advisory, L…26,252$8.22M0.04%+7613F-HRTimeline
Professional Financial Advisors, LLC21,561$6.75M1.17%-17813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,498$6.41M<0.01%+11013F-HRTimelineGroup
Private Advisor Group, LLC20,301$6.35M0.03%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC10,578$3.31M1.42%+45413F-HRTimeline
Western Wealth Management, LLC8,218$2.57M0.08%-1813F-HRTimeline
Lifetime Wealth Management P.C.5,339$1.67M0.98%-1,56713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,319$1.67M<0.01%-10313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,145$1.61M<0.01%+16013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,667$1.46M<0.01%+20913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,311$1.34M<0.01%-29313F-HRTimeline
Ethos Capital Management, Inc.3,326$1.04M0.74%-1,41613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,993$937K<0.01%-3413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,267$709K<0.01%-5213F-HRTimelineGroup
IFP Advisors, Inc2,186$684K0.01%-30113F-HRTimeline
Gateway Wealth Partners, LLC2,085$652K0.04%-2,19513F-HRTimeline
Southland Equity Partners LLC2,060$645K0.11%-213F-HRTimeline
Cambridge Investment Research Advisors,…1,849$579K<0.01%-1413F-HR/ATimeline
J.W. COLE ADVISORS, INC.1,331$417K0.01%+113F-HRTimeline
Aspire Capital Advisors LLC1,241$388K0.08%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,101$345K0.01%-3013F-HRTimelineGroup
Centurion Wealth Management LLC1,056$330K0.08%-70613F-HRTimeline
AE Wealth Management LLC976$306K<0.01%-713F-HRTimeline
Chicago Partners Investment Group LLC969$293K0.01%+6513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…934$292K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC930$291K<0.01%+4513F-HRTimelineGroup
Integrated Wealth Concepts LLC790$247K<0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC696$218K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\533$167K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/330$103K<0.01%+4413F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC267$83.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc200$62.6K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO142$43.8K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC129$40.4K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…121$37.9K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN97$30.5K<0.01%+9613F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…45$14.1K<0.01%013F-HR/ATimelineGroup
FIRST COMMUNITY TRUST NA16$5.01K<0.01%013F-HRTimeline
Triumph Capital Management16$5.01K<0.01%013F-HRTimeline