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 | No change | 101,769 | 31,848 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 80,057 | 25,053 | 0.94% | 0.94% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 26,252 | 8,215 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Professional Financial Advisors, LLC | History | No change | 21,561 | 6,747 | 1.17% | 1.17% | 4 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MORGAN STANLEY | History | No change | 20,498 | 6,414 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 20,301 | 6,353 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 10,578 | 3,310 | 1.42% | 1.42% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 8,218 | 2,571 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 5,339 | 1,670 | 0.97% | 0.97% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,319 | 1,665 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,145 | 1,610 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,667 | 1,460 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,311 | 1,339 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ethos Capital Management, Inc. | History | No change | 3,326 | 1,040 | 0.74% | 0.74% | 14 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,993 | 936 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,267 | 709 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 2,186 | 684 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 2,085 | 652 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Southland Equity Partners LLC | History | No change | 2,060 | 644 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,849 | 579 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,331 | 416 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aspire Capital Advisors LLC | History | No change | 1,241 | 388 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,101 | 344 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centurion Wealth Management LLC | History | No change | 1,056 | 330 | 0.08% | 0.08% | 24 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | No change | 976 | 305 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 969 | 293 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 934 | 292 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 930 | 291 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 696 | 217 | 0.01% | 0.01% | 29 | 0 | 0.0% | 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 | No change | 330 | 103 | 0.0% | 0.0% | 31 | 0 | 0.0% | 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 | No change | 129 | 40 | 0.0% | 0.0% | 35 | 0 | 0.0% | 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 | No change | 97 | 30 | 0.0% | 0.0% | 37 | 0 | 0.0% | 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 |
| Triumph Capital Management | History | No change | 16 | 5 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 16 | 4 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |