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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 2026-03-31, 355,380 shares in all. 2 filers opened a position and 11 filers sold out during the quarter.

Managers
39
13F filers
39
New
2
Added
13
Reduced
16
Sold out
11
Shares held by filers
355,380

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC104,624$29.3M0.01%+2,69213F-HRTimeline
Baltimore-Washington Financial Advisors…77,330$21.7M0.93%+4,83613F-HRTimeline
Steward Partners Investment Advisory, L…26,176$7.33M0.04%+2,02613F-HRTimeline
Mariner, LLCin group Mariner, LLC24,845$6.96M0.01%+2,68413F-HRTimelineGroup
Professional Financial Advisors, LLC21,739$6.09M1.24%+1,38913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,388$5.71M<0.01%-2,36213F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC10,124$2.84M1.33%+1,33813F-HRTimeline
Western Wealth Management, LLC8,236$2.31M0.09%-113F-HR/ATimeline
Lifetime Wealth Management P.C.6,906$1.94M1.1%+25113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,896$1.65M<0.01%-27,40413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,422$1.52M<0.01%+11513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,985$1.4M<0.01%-2913F-HRTimelineGroup
Ethos Capital Management, Inc.4,742$1.33M1.14%-1,11913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,604$1.31M<0.01%-4,41313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,458$1.25M<0.01%-7813F-HRTimelineGroup
Gateway Wealth Partners, LLC4,280$1.2M0.05%+1,27113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,027$848K<0.01%-9113F-HRTimelineGroup
IFP Advisors, Inc2,487$697K0.01%-42113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,319$650K<0.01%-4013F-HRTimelineGroup
Southland Equity Partners LLC2,062$578K0.11%-9413F-HRTimeline
Cambridge Investment Research Advisors,…1,863$522K<0.01%-4813F-HRTimeline
Centurion Wealth Management LLC1,762$494K0.11%-1013F-HRTimeline
J.W. COLE ADVISORS, INC.1,330$373K0.01%+23113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,131$317K0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC904$282K0.01%+16713F-HRTimeline
AE Wealth Management LLC983$275K<0.01%+42413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC885$248K<0.01%-16713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\533$149K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/286$80.2K<0.01%+24413F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC267$74.8K<0.01%013F-HRTimeline
Root Financial Partners, LLC218$61.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc200$56K<0.01%-28513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO142$38.5K<0.01%new13F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…121$33.9K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…45$12.6K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC27$7.57K<0.01%-4113F-HRTimelineGroup
FIRST COMMUNITY TRUST NA16$4.48K<0.01%013F-HRTimeline
Triumph Capital Management16$4.48K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$214<0.01%013F-HR/ATimelineGroup