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Disclosery

MMTM SPDR SERIES TRUST

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ST STR 1500MOM (fund)

38 managers (38 13F filers) reported a position in MMTM shares at 2025-09-30, 326,352 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
38
13F filers
38
New
3
Added
13
Reduced
13
Sold out
3
Shares held by filers
326,352

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC91,034$26M0.01%+2,40713F-HRTimeline
Baltimore-Washington Financial Advisors…67,755$19.4M0.83%+3,34613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY24,924$7.12M<0.01%+1,44713F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…23,928$6.84M0.04%+23013F-HRTimeline
Professional Financial Advisors, LLC19,680$5.62M1.18%+68213F-HRTimeline
Mariner, LLCin group Mariner, LLC14,973$4.28M0.01%+68613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,300$3.8M<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,917$2.54M<0.01%-2613F-HRTimeline
Western Wealth Management, LLC8,325$2.38M0.13%-20213F-HRTimeline
MTM FINANCIAL GROUP, LLC7,158$2.04M1.01%+1,91313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,960$1.99M<0.01%+5,52513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,182$1.48M<0.01%-1213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,034$1.44M<0.01%-16813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,315$1.23M<0.01%-1713F-HRTimelineGroup
Gateway Wealth Partners, LLC3,175$907K0.12%-22813F-HRTimeline
IFP Advisors, Inc3,057$873K0.02%-73813F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,818$805K<0.01%+1,23413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,524$697K<0.01%+50013F-HRTimelineGroup
Southland Equity Partners LLC2,157$616K0.12%-713F-HRTimeline
Cambridge Investment Research Advisors,…1,971$563K<0.01%+2313F-HRTimeline
Centurion Wealth Management LLC1,738$497K0.11%+513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,131$323K0.01%-19513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.994$284K0.01%+113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…970$277K<0.01%-7913F-HRTimelineGroup
Sharkey, Howes & Javer952$272K0.03%-2,55113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC924$264K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC732$209K<0.01%-6813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\533$152K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc485$139K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC267$76.3K<0.01%013F-HRTimeline
COMERICA BANK121$34.6K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC118$33K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG59$16.9K<0.01%-98913F-HRTimelineGroup
Cordgrass Capital Advisors, LLC50$14.3K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…45$12.9K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33$9.43K<0.01%013F-HR/ATimelineGroup
PRIVATE TRUST CO NA12$3.43K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$248<0.01%013F-HRTimelineGroup