SPDR SERIES TRUST - MMTM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 104,624 | 29,315 | 0.01% | 0.01% | 1 | +2,692 | 2.64% | Q1 2026 | May 06, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 77,330 | 21,667 | 0.93% | 0.88% | 2 | +4,836 | 6.67% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 26,176 | 7,334 | 0.04% | 0.04% | 3 | +2,026 | 8.39% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 24,845 | 6,961 | 0.01% | 0.01% | 4 | +2,684 | 12.11% | Q1 2026 | May 13, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 21,739 | 6,091 | 1.24% | 1.21% | 5 | +1,389 | 6.83% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Reduced | 20,388 | 5,712 | 0.0% | 0.0% | 6 | -2,362 | -10.38% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 8,236 | 2,307 | 0.08% | 0.11% | 7 | -1 | -0.01% | Q1 2026 | May 19, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 6,906 | 1,935 | 1.1% | 1.22% | 8 | +251 | 3.77% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,896 | 1,652 | 0.0% | 0.0% | 9 | -27,404 | -82.29% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,422 | 1,519 | 0.0% | 0.0% | 10 | +115 | 2.17% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,985 | 1,396 | 0.0% | 0.0% | 11 | -29 | -0.58% | Q1 2026 | May 15, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 4,742 | 1,328 | 1.14% | 1.61% | 12 | -1,119 | -19.09% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,604 | 1,308 | 0.0% | 0.0% | 13 | -4,413 | -48.94% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,458 | 1,249 | 0.0% | 0.0% | 14 | -78 | -1.72% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 4,280 | 1,199 | 0.05% | 0.1% | 15 | +1,271 | 42.24% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,027 | 848 | 0.0% | 0.0% | 16 | -91 | -2.92% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,487 | 696 | 0.01% | 0.02% | 17 | -421 | -14.48% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,319 | 649 | 0.0% | 0.0% | 18 | -40 | -1.7% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Reduced | 2,062 | 577 | 0.11% | 0.12% | 19 | -94 | -4.36% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,863 | 522 | 0.0% | 0.0% | 20 | -48 | -2.51% | Q1 2026 | Apr 30, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 1,762 | 493 | 0.11% | 0.11% | 21 | -10 | -0.56% | Q1 2026 | Apr 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 1,330 | 372 | 0.01% | 0.01% | 22 | +231 | 21.02% | Q1 2026 | Apr 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,131 | 316 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 904 | 282 | 0.01% | 0.01% | 24 | +167 | 22.66% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 983 | 275 | 0.0% | 0.0% | 25 | +424 | 75.85% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 885 | 247 | 0.0% | 0.0% | 26 | -167 | -15.87% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | No change | 533 | 149 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 286 | 80 | 0.0% | 0.0% | 28 | +244 | 580.95% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 267 | 74 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Root Financial Partners, LLC | History | No change | 218 | 61 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 200 | 56 | 0.0% | 0.01% | 31 | -285 | -58.76% | Q1 2026 | Apr 17, 2026 |
| JPMORGAN CHASE & CO | History | New | 142 | 38 | 0.0% | — | 32 | +142 | New | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 121 | 35 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 121 | 33 | 0.0% | — | 34 | +121 | New | Q1 2026 | May 01, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 45 | 12 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 27 | 7 | 0.0% | 0.0% | 36 | -41 | -60.29% | Q1 2026 | May 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 16 | 4 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Triumph Capital Management | History | No change | 16 | 4 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,346 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,233 | -100.0% | Q1 2026 | May 15, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -994 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.04% | — | -975 | -100.0% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -733 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -397 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -275 | -100.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 05, 2026 |
| Cordgrass Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |