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 | Reduced | 101,769 | 31,848 | 0.01% | 0.01% | 1 | -2,855 | -2.73% | Q2 2026 | Aug 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 80,057 | 25,053 | 0.94% | 0.93% | 2 | +2,727 | 3.53% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 26,252 | 8,215 | 0.04% | 0.04% | 3 | +76 | 0.29% | Q2 2026 | Aug 13, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 21,561 | 6,747 | 1.17% | 1.24% | 4 | -178 | -0.82% | Q2 2026 | Jul 09, 2026 |
| MORGAN STANLEY | History | Added to | 20,498 | 6,414 | 0.0% | 0.0% | 5 | +110 | 0.54% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | New | 20,301 | 6,353 | 0.03% | — | 6 | +20,301 | New | Q2 2026 | Jul 27, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Added to | 10,578 | 3,310 | 1.42% | 1.33% | 7 | +454 | 4.48% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | Reduced | 8,218 | 2,571 | 0.08% | 0.09% | 8 | -18 | -0.22% | Q2 2026 | Aug 14, 2026 |
| Lifetime Wealth Management P.C. | History | Reduced | 5,339 | 1,670 | 0.97% | 1.1% | 9 | -1,567 | -22.69% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,319 | 1,665 | 0.0% | 0.0% | 10 | -103 | -1.9% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,145 | 1,610 | 0.0% | 0.0% | 11 | +160 | 3.21% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,667 | 1,460 | 0.0% | 0.0% | 12 | +209 | 4.69% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,311 | 1,339 | 0.0% | 0.0% | 13 | -293 | -6.36% | Q2 2026 | Jul 15, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 3,326 | 1,040 | 0.74% | 1.14% | 14 | -1,416 | -29.86% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,993 | 936 | 0.0% | 0.0% | 15 | -34 | -1.12% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,267 | 709 | 0.0% | 0.0% | 16 | -52 | -2.24% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,186 | 684 | 0.01% | 0.01% | 17 | -301 | -12.1% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 2,085 | 652 | 0.04% | 0.05% | 18 | -2,195 | -51.29% | Q2 2026 | Aug 04, 2026 |
| Southland Equity Partners LLC | History | Reduced | 2,060 | 644 | 0.11% | 0.11% | 19 | -2 | -0.1% | Q2 2026 | Jul 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,849 | 579 | 0.0% | 0.0% | 20 | -14 | -0.75% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 1,331 | 416 | 0.01% | 0.01% | 21 | +1 | 0.08% | Q2 2026 | Jul 21, 2026 |
| Aspire Capital Advisors LLC | History | New | 1,241 | 388 | 0.08% | — | 22 | +1,241 | New | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 1,101 | 344 | 0.01% | 0.01% | 23 | -30 | -2.65% | Q2 2026 | Aug 10, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 1,056 | 330 | 0.08% | 0.11% | 24 | -706 | -40.07% | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 976 | 305 | 0.0% | 0.0% | 25 | -7 | -0.71% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 969 | 293 | 0.01% | 0.01% | 26 | +65 | 7.19% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 934 | 292 | 0.0% | — | 27 | +934 | New | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 930 | 291 | 0.0% | 0.0% | 28 | +45 | 5.08% | Q2 2026 | Sep 23, 2026 |
| Signal Advisors Wealth, LLC | History | New | 696 | 217 | 0.01% | — | 29 | +696 | New | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 533 | 166 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 330 | 103 | 0.0% | 0.0% | 31 | +44 | 15.38% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 267 | 83 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 200 | 62 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 142 | 43 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | New | 129 | 40 | 0.0% | — | 35 | +129 | New | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 121 | 37 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 97 | 30 | 0.0% | — | 37 | +96 | 9600.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 45 | 14 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 27 | 7 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 16 | 5 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Triumph Capital Management | History | No change | 16 | 5 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,845 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,896 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q2 2026 | Jul 29, 2026 |