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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 2025-03-31, 340,932 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
39
13F filers
39
New
6
Added
15
Reduced
7
Sold out
5
Shares held by filers
340,932

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC104,724$25.2M0.01%-27,36913F-HRTimeline
Baltimore-Washington Financial Advisors…62,467$15M0.8%+3,21613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26,175$6.31M<0.01%+6,29013F-HRTimelineGroup
Steward Partners Investment Advisory, L…21,090$5.08M0.04%+3,84413F-HRTimeline
Professional Financial Advisors, LLC18,709$4.51M1.14%+28013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,323$3.21M<0.01%+11,04513F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC13,027$3.14M0.01%+2,50513F-HRTimelineGroup
Western Wealth Management, LLC9,126$2.2M0.15%-213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,486$2.04M<0.01%+6,87713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,085$1.71M<0.01%+3,40813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,738$1.38M<0.01%+1,19213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,594$1.35M<0.01%-1,62513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,324$1.28M<0.01%-4913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,142$1.24M<0.01%+3313F-HR/ATimelineGroup
Sharkey, Howes & Javer3,809$918K0.13%+26113F-HRTimeline
MTM FINANCIAL GROUP, LLC3,770$908K0.53%+86713F-HRTimeline
Gateway Wealth Partners, LLC3,643$878K0.2%+18113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,357$809K<0.01%new13F-HR/ATimelineGroup
IFP Advisors, Inc3,153$760K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,286$551K<0.01%-45413F-HRTimelineGroup
Southland Equity Partners LLC2,196$529K0.12%-113F-HRTimeline
Cambridge Investment Research Advisors,…2,025$488K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,722$415K<0.01%+213F-HRTimelineGroup
Berkshire Money Management, Inc.1,588$383K0.04%-17313F-HRTimeline
Centurion Wealth Management LLC1,420$370K0.12%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,354$326K0.01%new13F-HRTimelineGroup
Aspire Capital Advisors LLC1,250$301K0.09%new13F-HRTimeline
J.W. COLE ADVISORS, INC.963$232K0.01%+18313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC846$204K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\533$128K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc485$117K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC267$64.3K<0.01%013F-HRTimeline
COMERICA BANK121$29.1K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC50$12K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…45$10.9K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23$5.54K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC15$3.61K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$178<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.