Who owns State Street SPDR S&P 1500 Momentum Tilt ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of MMTM from SEC Form 13F filings across 35 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 35 institutions disclosed 219,952 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $63.2M — about 39.7% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
35
13F holders
$63.2M
value, 2026 filers
39.7%
of shares outstanding (219,952 sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of MMTM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 101,769 | $31.8M | 0.0% | 18.3% | -2.7% |
| 2 | Steward Partners Investment Advisory, LLC | 26,252 | $8.2M | 0.0% | 4.7% | +0.3% |
| 3 | MORGAN STANLEY | 20,498 | $6.4M | 0.0% | 3.7% | +0.5% |
| 4 | Ascentis Wealth Management, LLC | 14,339 | $42,243 | 0.0% | 2.6% | +31764.4% |
| 5 | Western Wealth Management, LLC | 8,218 | $2.6M | 0.1% | 1.5% | -0.2% |
| 6 | ROYAL BANK OF CANADA | 5,319 | $1.7M | 0.0% | 1% | -1.9% |
| 7 | BANK OF AMERICA CORP /DE/ | 5,145 | $1.6M | 0.0% | 0.9% | +3.2% |
| 8 | RAYMOND JAMES FINANCIAL INC | 4,667 | $1.5M | 0.0% | 0.8% | +4.7% |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,311 | $1.3M | 0.0% | 0.8% | -6.4% |
| 10 | Cambridge Investment Research Advisors, Inc. | 3,698 | $1,158 | 0.0% | 0.7% | +98.5% |
| 11 | Ethos Capital Management, Inc. | 3,326 | $1.0M | 0.7% | 0.6% | -29.9% |
| 12 | Kestra Advisory Services, LLC | 2,993 | $936,639 | 0.0% | 0.5% | -1.1% |
| 13 | OSAIC HOLDINGS, INC. | 2,267 | $709,450 | 0.0% | 0.4% | -2.2% |
| 14 | IFP Advisors, Inc | 2,186 | $684,109 | 0.0% | 0.4% | -12.1% |
| 15 | Gateway Wealth Partners, LLC | 2,085 | $652,500 | 0.0% | 0.4% | -51.3% |
| 16 | Southland Equity Partners LLC | 2,060 | $644,677 | 0.1% | 0.4% | -0.1% |
| 17 | J.W. COLE ADVISORS, INC. | 1,331 | $416,683 | 0.0% | 0.2% | +0.1% |
| 18 | Aspire Capital Advisors LLCNEW | 1,241 | $388,371 | 0.1% | 0.2% | new |
| 19 | LEVEL FOUR ADVISORY SERVICES, LLC | 1,101 | $344,558 | 0.0% | 0.2% | -2.7% |
| 20 | AE Wealth Management LLC | 976 | $305,580 | 0.0% | 0.2% | -0.7% |
| 21 | Chicago Partners Investment Group LLC | 969 | $293,050 | 0.0% | 0.2% | +7.2% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 934 | $292,295 | 0.0% | 0.2% | new |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 930 | $291,052 | 0.0% | 0.2% | +5.1% |
| 24 | Integrated Wealth Concepts LLCNEW | 790 | $247,232 | 0.0% | 0.1% | new |
| 25 | Signal Advisors Wealth, LLCNEW | 696 | $217,814 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.