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Disclosery

MMTM SPDR SERIES TRUST

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ST STR 1500MOM (fund)

39 managers (39 13F filers) reported a position in MMTM shares at 2024-12-31, 333,236 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
39
13F filers
39
New
7
Added
18
Reduced
6
Sold out
2
Shares held by filers
333,236

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC132,093$34.4M0.01%+49,94113F-HRTimeline
Baltimore-Washington Financial Advisors…59,251$15.4M0.79%+11,68413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,885$5.18M<0.01%+9,78113F-HR/ATimelineGroup
Professional Financial Advisors, LLC18,429$4.8M1.23%+1,34213F-HRTimeline
Steward Partners Investment Advisory, L…17,246$4.49M0.04%+1,56513F-HRTimeline
Mariner, LLCin group Mariner, LLC10,522$2.74M<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC9,128$2.38M0.16%+5313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,219$1.88M<0.01%+11913F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,373$1.4M<0.01%-24213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,109$1.33M<0.01%+8113F-HRTimelineGroup
CoreCap Advisors, LLC4,552$1.18M0.05%+30413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,546$1.18M<0.01%13F-HR/ATimelineGroup
PAX Financial Group, LLC4,504$1.17M0.21%+1,75313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,677$957K<0.01%+1,78413F-HRTimelineGroup
Sharkey, Howes & Javer3,548$924K0.13%new13F-HRTimeline
Gateway Wealth Partners, LLC3,462$901K0.23%+26213F-HRTimeline
IFP Advisors, Inc3,153$821K0.03%013F-HRTimeline
MTM FINANCIAL GROUP, LLC2,903$756K0.45%+83913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,740$713K<0.01%-1,43113F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,278$593K<0.01%+2313F-HRTimelineGroup
MGO ONE SEVEN LLC2,256$587K0.02%+16913F-HRTimeline
Southland Equity Partners LLC2,197$572K0.13%-1013F-HRTimeline
Berkshire Money Management, Inc.1,761$458K0.05%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,720$448K<0.01%-4313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,609$419K<0.01%new13F-HRTimelineGroup
Centurion Wealth Management LLC1,420$370K0.12%new13F-HRTimeline
J.W. COLE ADVISORS, INC.780$203K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\533$139K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc485$126K0.01%+18413F-HRTimeline
JFS WEALTH ADVISORS, LLC267$69.5K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…229$59K0.04%+213F-HRTimeline
COMERICA BANK121$31.5K<0.01%+5313F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.100$26.3K<0.01%new13F-HRTimelineGroup
Cordgrass Capital Advisors, LLC50$13K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…45$11.7K<0.01%-1213F-HRTimelineGroup
Coppell Advisory Solutions LLC29$7.69K<0.01%-2913F-HRTimeline
FMR LLCin group FMR LLC15$3.9K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$180<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.