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MMTM Institutional Ownership

State Street SPDR S&P 1500 Momentum Tilt ETF
1W: +0.1% 1M: +2.6% 3M: +0.6% YTD: +6.0% 1Y: +8.5% 3Y: +77.0% 5Y: +72.3%
$310.27
+3.73 (+1.22%)
 
Weekly Expected Move ±1.8%
$299 $305 $310 $316 $321
ETF AMEX · AUM $172.1M

Institutional Ownership — MMTM

44
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
107M
Total Invested
6
New Positions
11
Increased
19
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (55 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 101,769 $32M -2,855 -2.7% 25Q SEC ↗
2 Baltimore-Washington Financial Advisor 80,057 $25M +2,727 +3.5% 24Q SEC ↗
3 Steward Partners Investment Advisory, 26,252 $8M +76 +0.3% 18Q SEC ↗
4 Professional Financial Advisors, LLC 21,561 $7M -178 -0.8% 15Q SEC ↗
5 MORGAN STANLEY 20,498 $6M +110 +0.5% 39Q SEC ↗
6 Private Advisor Group, LLC NEW 20,301 $6M — +0.0% 1Q SEC ↗
7 MTM FINANCIAL GROUP, LLC 10,578 $3M +454 +4.5% 12Q SEC ↗
8 Western Wealth Management, LLC 8,218 $3M -18 -0.2% 19Q SEC ↗
9 Lifetime Wealth Management P.C. 5,339 $2M -1,567 -22.7% 3Q SEC ↗
10 ROYAL BANK OF CANADA 5,319 $2M -103 -1.9% 14Q SEC ↗
11 BANK OF AMERICA CORP /DE 5,145 $2M +160 +3.2% 15Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC 4,667 $1M +209 +4.7% 7Q SEC ↗
13 WEALTH ENHANCEMENT ADVISORY SERVICES, 4,311 $1M -293 -6.4% 13Q SEC ↗
14 Ethos Capital Management, Inc. 3,326 $1M -1,416 -29.9% 3Q SEC ↗
15 Kestra Advisory Services, LLC 2,993 $929K -34 -1.1% 11Q SEC ↗
16 OSAIC HOLDINGS, INC. 2,267 $703K -52 -2.2% 26Q SEC ↗
17 IFP Advisors, Inc 2,186 $678K -301 -12.1% 18Q SEC ↗
18 Gateway Wealth Partners, LLC 2,085 $647K -2,195 -51.3% 11Q SEC ↗
19 Southland Equity Partners LLC 2,060 $639K -2 -0.1% 23Q SEC ↗
20 Cambridge Investment Research Advisors 1,849 $574K -14 -0.8% 6Q SEC ↗
21 J.W. COLE ADVISORS, INC. 1,331 $413K +1 +0.1% 7Q SEC ↗
22 Aspire Capital Advisors LLC NEW 1,241 $385K — +0.0% 1Q SEC ↗
23 LEVEL FOUR ADVISORY SERVICES, LLC 1,101 $342K -30 -2.7% 6Q SEC ↗
24 Centurion Wealth Management LLC 1,056 $328K -706 -40.1% 7Q SEC ↗
25 AE Wealth Management LLC 976 $303K -7 -0.7% 3Q SEC ↗
26 Chicago Partners Investment Group LLC 969 $301K +65 +7.2% 3Q SEC ↗
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 934 $290K — +0.0% 1Q SEC ↗
28 ENVESTNET ASSET MANAGEMENT INC 930 $289K +45 +5.1% 4Q SEC ↗
29 Integrated Wealth Concepts LLC NEW 790 $245K — +0.0% 1Q SEC ↗
30 Signal Advisors Wealth, LLC NEW 696 $216K — +0.0% 1Q SEC ↗
31 US BANCORP \DE 533 $165K — +0.0% 41Q SEC ↗
32 NATIONAL BANK OF CANADA /FI 330 $102K +44 +15.4% 3Q SEC ↗
33 JFS WEALTH ADVISORS, LLC 267 $83K — +0.0% 20Q SEC ↗
34 AdvisorNet Financial, Inc 200 $62K — +0.0% 24Q SEC ↗
35 JPMORGAN CHASE & CO 142 $44K — +0.0% 2Q SEC ↗
36 FMR LLC NEW 129 $40K — +0.0% 1Q SEC ↗
37 FIFTH THIRD BANCORP 121 $38K — +0.0% 2Q SEC ↗
38 WELLS FARGO & COMPANY/MN 97 $30K +96 +9600.0% 30Q SEC ↗
39 Ascentis Wealth Management, LLC 45 $14K — +0.0% 8Q SEC ↗
40 CWM, LLC 27 $8K -41 -60.3% 2Q SEC ↗
41 FIRST COMMUNITY TRUST NA 16 $5K — +0.0% 3Q SEC ↗
42 Triumph Capital Management 16 $5K — +0.0% 4Q SEC ↗
43 COMMONWEALTH EQUITY SERVICES, LLC 0 $0K -733 -100.0% 4Q SEC ↗
44 Mariner, LLC 0 $0K -24,845 -100.0% 6Q SEC ↗
45 OAK HARBOR WEALTH PARTNERS, LLC 0 $0K -28 -100.0% 9Q SEC ↗
46 PAX Financial Group, LLC 0 $0K -4,346 -100.0% 1Q SEC ↗
47 OPTIMA CAPITAL LLC 0 $0K -275 -100.0% 1Q SEC ↗
48 CoreCap Advisors, LLC 0 $0K -18 -100.0% 1Q SEC ↗
49 UBS Group AG 0 $0K -50 -100.0% 3Q SEC ↗
50 Sharkey, Howes & Javer 0 $0K -975 -100.0% 5Q SEC ↗
Biggest Increases (11)
HolderAddedChange %Total Shares
Baltimore-Washington Financial Advi +2,727 +3.5% 80,057
MTM FINANCIAL GROUP, LLC +454 +4.5% 10,578
RAYMOND JAMES FINANCIAL INC +209 +4.7% 4,667
BANK OF AMERICA CORP /DE +160 +3.2% 5,145
MORGAN STANLEY +110 +0.5% 20,498
WELLS FARGO & COMPANY/MN +96 +9600.0% 97
Steward Partners Investment Advisor +76 +0.3% 26,252
Chicago Partners Investment Group L +65 +7.2% 969
ENVESTNET ASSET MANAGEMENT INC +45 +5.1% 930
NATIONAL BANK OF CANADA /FI +44 +15.4% 330
J.W. COLE ADVISORS, INC. +1 +0.1% 1,331
Biggest Decreases (17)
HolderReducedChange %Total Shares
LPL Financial LLC -2,855 -2.7% 101,769
Gateway Wealth Partners, LLC -2,195 -51.3% 2,085
Lifetime Wealth Management P.C. -1,567 -22.7% 5,339
Ethos Capital Management, Inc. -1,416 -29.9% 3,326
Centurion Wealth Management LLC -706 -40.1% 1,056
IFP Advisors, Inc -301 -12.1% 2,186
WEALTH ENHANCEMENT ADVISORY SERVICE -293 -6.4% 4,311
Professional Financial Advisors, LL -178 -0.8% 21,561
ROYAL BANK OF CANADA -103 -1.9% 5,319
OSAIC HOLDINGS, INC. -52 -2.2% 2,267
CWM, LLC -41 -60.3% 27
Kestra Advisory Services, LLC -34 -1.1% 2,993
LEVEL FOUR ADVISORY SERVICES, LLC -30 -2.7% 1,101
Western Wealth Management, LLC -18 -0.2% 8,218
Cambridge Investment Research Advis -14 -0.8% 1,849
AE Wealth Management LLC -7 -0.7% 976
Southland Equity Partners LLC -2 -0.1% 2,060

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms