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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 2025-06-30, 321,397 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
39
13F filers
39
New
3
Added
11
Reduced
17
Sold out
3
Shares held by filers
321,397

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC88,627$23.6M0.01%-16,09713F-HRTimeline
Baltimore-Washington Financial Advisors…64,409$17.2M0.8%+1,94213F-HRTimeline
Steward Partners Investment Advisory, L…23,698$6.32M0.05%+2,60813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY23,477$6.26M<0.01%-2,69813F-HRTimelineGroup
Professional Financial Advisors, LLC18,998$5.06M1.17%+28913F-HRTimeline
Mariner, LLCin group Mariner, LLC14,287$3.81M0.01%+1,26013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,300$3.55M<0.01%-2313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,943$2.4M<0.01%+3,34913F-HRTimeline
Western Wealth Management, LLC8,527$2.27M0.14%-59913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,728$1.79M<0.01%+3,37113F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC5,245$1.4M0.76%+1,47513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,202$1.39M<0.01%-12213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,194$1.39M<0.01%+5213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,332$1.15M<0.01%-1,40613F-HRTimelineGroup
IFP Advisors, Inc3,795$1.01M0.03%+64213F-HRTimeline
Sharkey, Howes & Javer3,503$934K0.13%-30613F-HRTimeline
Gateway Wealth Partners, LLC3,403$907K0.17%-24013F-HRTimeline
Southland Equity Partners LLC2,164$577K0.13%-3213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,024$540K<0.01%-26213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,948$519K<0.01%-7713F-HRTimeline
Centurion Wealth Management LLC1,733$462K0.13%+31313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,584$422K<0.01%-13813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,435$383K<0.01%-7,05113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,326$353K0.01%-2813F-HRTimelineGroup
Berkshire Money Management, Inc.1,136$303K0.03%-45213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,049$280K<0.01%-6,03613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,048$279K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.993$265K0.01%+3013F-HRTimeline
FLOW TRADERS U.S. LLC954$254K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC800$213K<0.01%-4613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\533$142K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc485$129K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC267$71.2K<0.01%013F-HRTimeline
COMERICA BANK121$32.3K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC50$13.3K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…45$11.9K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33$8.8K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$198<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.