Who Owns State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM)?Hedge Fund & Institutional Holders

$285.76-1.97 (-0.68%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.100000090000007e+186T

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$212.85$234.94$257.03$279.12$301.21Sep 24Jun 25Mar 26

MMTM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Professional Financial Advisors, LLCNew Position+20K+$5.9B
GOLDMAN SACHS GROUP INCIncreased+20K+$5.2B
Western Wealth Management, LLCNew Position+8K+$2.0B
Baltimore-Washington Financial Advisors, Inc.Increased+5K+$1.6B
Gateway Wealth Partners, LLCNew Position+3K+$878.0M
J.W. COLE ADVISORS, INC.New Position+1K+$321.0M
Steward Partners Investment Advisory, LLCIncreased+222+$164.5M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+397+$115.0M
OPTIMA CAPITAL LLCNew Position+275+$80.0M
Root Financial Partners, LLCNew Position+218+$63.0M
Centurion Wealth Management LLCIncreased+34+$20.4M
ORG Wealth Partners, LLCNew Position+45+$11.0M
OAK HARBOR WEALTH PARTNERS, LLCNew Position+28+$8.0M
CoreCap Advisors, LLCNew Position+18+$5.0M
FIRST COMMUNITY TRUST NANew Position+16+$4.0M

MMTM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCClosed Position-7K-$2.0B
IFP Advisors, IncDecreased-153-$874.1M
OSAIC HOLDINGS, INC.Decreased-165-$696.8M
JPMORGAN CHASE & COClosed Position-33-$9.0M
UBS Group AGDecreased-9-$2.9M
BANK OF AMERICA CORP /DE/Decreased-20-$1.4M
MORGAN STANLEYDecreased-2K-$1.1M
Cambridge Investment Research Advisors, Inc.Decreased-60-$563K
SIMPLEX TRADING, LLCClosed Position-118-$0
Southland Equity Partners LLCDecreased-1-$-12.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Baltimore-Washington Financial Advisors, Inc.72,494$21.0B0.87%Share
2GOLDMAN SACHS GROUP INC33,300$9.0B0.00%Share
3Steward Partners Investment Advisory, LLC24,150$7.0B0.04%Share
4Professional Financial Advisors, LLC20,350$5.9B1.21%Share
5Western Wealth Management, LLC8,237$2.0B0.09%Share
6ROYAL BANK OF CANADA5,307$1.0B0.00%Share
7RAYMOND JAMES FINANCIAL INC4,226$1.0B0.00%Share
8Gateway Wealth Partners, LLC3,009$878.0M0.10%Share
9Southland Equity Partners LLC2,156$629.0M0.12%Share
10Centurion Wealth Management LLC1,772$517.0M0.11%Share
11J.W. COLE ADVISORS, INC.1,099$321.0M0.01%Share
12US BANCORP \DE\533$155.0M0.00%Share
13AdvisorNet Financial, Inc485$141.0M0.01%Share
14FLAGSHIP HARBOR ADVISORS, LLC397$115.0M0.01%Share
15OPTIMA CAPITAL LLC275$80.0M0.03%Share
16JFS WEALTH ADVISORS, LLC267$77.0M0.00%Share
17Root Financial Partners, LLC218$63.0M0.00%Share
18COMERICA BANK121$35.0M0.00%Share
19LPL Financial LLC101,932$29.0M0.01%Share
20UBS Group AG50$14.0M0.00%Share
21ORG Wealth Partners, LLC36$10.0M0.00%Share
22OAK HARBOR WEALTH PARTNERS, LLC28$8.0M0.00%Share
23MORGAN STANLEY22,750$6.0M0.00%Share
24Mariner, LLC22,161$6.0M0.01%Share
25CoreCap Advisors, LLC18$5.0M0.00%Share
26FIRST COMMUNITY TRUST NA16$4.0M0.00%Share
27Triumph Capital Management16$4.0M0.00%Share
28PRIVATE TRUST CO NA12$3.0M0.00%Share
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,017$2.7M0.00%Share
30Ethos Capital Management, Inc.5,861$1.7M1.61%Share
31PAX Financial Group, LLC4,346$1.3M0.22%Share
32ORG Wealth Partners, LLC6$1.0M0.00%Share
33Berkshire Money Management, Inc.994$290K0.03%Share
34Sharkey, Howes & Javer975$284K0.04%Share
35Chicago Partners Investment Group LLC737$217K0.01%Share
36CWM, LLC68$20K0.00%Share
37ENVESTNET ASSET MANAGEMENT INC1,052$00.00%Share
38Kestra Advisory Services, LLC3,118$00.00%Share
39NATIONAL BANK OF CANADA /FI/42$00.00%Share
40ORG Wealth Partners, LLC3$00.00%Share
41AE Wealth Management LLC559$00.00%Share
42COMMONWEALTH EQUITY SERVICES, LLC733$00.00%Share
43Cambridge Investment Research Advisors, Inc.1,911$00.00%Share
44IFP Advisors, Inc2,908$00.00%Share
45RAYMOND JAMES FINANCIAL INC310$00.00%Share
46WELLS FARGO & COMPANY/MN1$00.00%Share
47SUSQUEHANNA INTERNATIONAL GROUP, LLP1,233$00.00%Share
48BANK OF AMERICA CORP /DE/2,620$00.00%Share
49BANK OF AMERICA CORP /DE/2,394$00.00%Share
50OSAIC HOLDINGS, INC.2,339$00.00%Share

MMTM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202547$50.1B+19
Q3 202528$68.7B-2
Q2 202530$53.1B-7
Q1 202537$79.0B+4
Q4 202433$67.8B+8
Q3 202425$20.7T-1
Q2 202426$27.5B+0
Q1 202426$549.1T—

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As of Q4 2025, 50 institutional investors hold MMTM (State Street SPDR S&P 1500 Momentum Tilt ETF). The largest holder is Baltimore-Washington Financial Advisors, Inc. with $21.0B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own MMTM?

As of Q4 2025, 50 institutional investors report holding MMTM (State Street SPDR S&P 1500 Momentum Tilt ETF) in their 13F filings.

Who is the largest institutional holder of MMTM?

The largest institutional holder of MMTM is Baltimore-Washington Financial Advisors, Inc. with $21.0B in shares.

Is institutional ownership of MMTM increasing or decreasing?

This quarter, 11 institutions opened new positions in MMTM and 3 closed their positions.