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Disclosery

MMTM SPDR SERIES TRUST

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ST STR 1500MOM (fund)

49 managers (49 13F filers) reported a position in MMTM shares at 2025-12-31, 383,234 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
49
13F filers
49
New
12
Added
17
Reduced
10
Sold out
3
Shares held by filers
383,234

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC101,932$29.8M0.01%+10,89813F-HRTimeline
Baltimore-Washington Financial Advisors…72,494$21.2M0.88%+4,73913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC33,300$9.73M<0.01%+20,00013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…24,150$7.05M0.04%+22213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22,750$6.64M<0.01%-2,17413F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC22,161$6.47M0.01%+7,18813F-HRTimelineGroup
Professional Financial Advisors, LLC20,350$5.94M1.21%+67013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,017$2.68M<0.01%+10013F-HRTimeline
MTM FINANCIAL GROUP, LLC8,786$2.57M1.23%+1,62813F-HRTimeline
Western Wealth Management, LLC8,237$2.41M0.11%-8813F-HRTimeline
Lifetime Wealth Management P.C.6,655$1.94M1.22%13F-HR/ATimeline
Ethos Capital Management, Inc.5,861$1.71M1.61%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,307$1.55M<0.01%+12513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,014$1.46M<0.01%-2013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,536$1.32M<0.01%+22113F-HRTimelineGroup
PAX Financial Group, LLC4,346$1.27M0.22%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,118$911K<0.01%+30013F-HRTimelineGroup
Gateway Wealth Partners, LLC3,009$879K0.1%-16613F-HRTimeline
IFP Advisors, Inc2,908$849K0.02%-14913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,359$689K<0.01%-16513F-HRTimelineGroup
Southland Equity Partners LLC2,156$630K0.12%-113F-HRTimeline
Cambridge Investment Research Advisors,…1,911$558K<0.01%-6013F-HRTimeline
Centurion Wealth Management LLC1,772$518K0.11%+3413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,233$360K<0.01%+26313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,131$330K0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,099$321K0.01%+10513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,052$307K<0.01%+12813F-HRTimelineGroup
Berkshire Money Management, Inc.994$290K0.03%new13F-HRTimeline
Sharkey, Howes & Javer975$285K0.04%+2313F-HRTimeline
Chicago Partners Investment Group LLC737$218K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC733$214K<0.01%+113F-HRTimeline
AE Wealth Management LLC559$163K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\533$156K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc485$142K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC397$116K0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC275$80.3K0.03%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC267$78K<0.01%013F-HRTimeline
Root Financial Partners, LLC218$63.7K<0.01%new13F-HRTimeline
COMERICA BANK121$35.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC68$20K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG50$14.6K<0.01%-913F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…45$13.1K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/42$12.3K<0.01%new13F-HRTimelineGroup
Cordgrass Capital Advisors, LLC28$8.18K<0.01%-2213F-HRTimeline
CoreCap Advisors, LLC18$5.26K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA16$4.67K<0.01%new13F-HRTimeline
Triumph Capital Management16$4.67K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA12$3.5K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$185<0.01%013F-HRTimelineGroup