Who owns MMTM?
State Street SPDR S&P 1500 Momentum Tilt ETF · State Street
41 institutions reported holding MMTM, worth $107.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MMTM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $31.8M | 101,769 | −2,855 shares |
| Baltimore-Washington Financial Advisors, Inc. | Columbia, MD | $25.1M | 80,057 | +2,727 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $8.2M | 26,252 | +76 shares |
| Professional Financial Advisors, LLC | North Platte, NE | $6.7M | 21,561 | −178 shares |
| Morgan Stanley | New York, NY | $6.4M | 20,498 | +110 shares |
| Private Advisor Group, LLC | Morristown, NJ | $6.4M | 20,301 | New position |
| MTM Financial Group, LLC | Bethlehem, PA | $3.3M | 10,578 | New position |
| Western Wealth Management, LLC | Golden, CO | $2.6M | 8,218 | −18 shares |
| Lifetime Wealth Management P.C. | Rockwall, TX | $1.7M | 5,339 | −1,567 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $1.7M | 5,319 | −103 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MMTM?
41 institutional managers reported holding MMTM in Form 13F filings for June 30, 2026, worth $107.8M in total. The largest reported position was held by LPL Financial LLC, at $31.8M.
Did institutions buy or sell MMTM last quarter?
Reported 13F value rose 11.4% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MMTM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.