SPDR S&P1500 MOMENTUM TILT (MMTM) Institutional Ownership Changes & 13F Activity

SPDR S&P1500 MOMENTUM TILT (MMTM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Private Advisor Group, Llc, Lpl Financial Llc, Baltimore-Washington Financial Advisors, Inc., Gateway Wealth Partners, Llc, and Lifetime Wealth Management P.C..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Lifetime Wealth Management P.C.Sell-1,567-22.7%5,339$1.67MQ2 2026Aug 17, 2026
Susquehanna International Group, LlpBuy+934934$292.30KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+209+4.7%4,667$1.46MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+160+3.2%5,145$1.61MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-103-1.9%5,319$1.67MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+96+9600.0%97$30.45KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-52-2.2%2,267$709.45KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-18-0.2%8,218$2.57MQ2 2026Aug 14, 2026
Baltimore-Washington Financial Advisors, Inc.Buy+2,727+3.5%80,057$25.05MQ2 2026Aug 13, 2026
Fmr LlcBuy+129129$40.37KQ2 2026Aug 13, 2026
Morgan StanleyBuy+110+0.5%20,498$6.41MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+76+0.3%26,252$8.22MQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+142142$43.83KQ2 2026Aug 12, 2026
National Bank Of CanadaBuy+44+15.4%330$103.13KQ2 2026Aug 10, 2026
Level Four Advisory Services, LlcSell-30-2.7%1,101$344.56KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-2,855-2.7%101,769$31.85MQ2 2026Aug 07, 2026
Aspire Capital Advisors LlcBuy+1,2411,241$388.37KQ2 2026Aug 05, 2026
Gateway Wealth Partners, LlcSell-2,195-51.3%2,085$652.50KQ2 2026Aug 04, 2026
Signal Advisors Wealth, LlcBuy+696696$217.81KQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+45+5.1%930$291.05KQ2 2026Aug 03, 2026
Chicago Partners Investment Group LlcBuy+65+7.2%969$293.05KQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Sell-14-0.8%1,849$579.00Q2 2026Jul 30, 2026
Kestra Advisory Services, LlcSell-34-1.1%2,993$936.64KQ2 2026Jul 28, 2026
Private Advisor Group, LlcBuy+20,30120,301$6.35MQ2 2026Jul 27, 2026
J.W. Cole Advisors, Inc.Buy+1+0.1%1,331$416.68KQ2 2026Jul 21, 2026
Ifp Advisors, IncSell-301-12.1%2,186$684.11KQ2 2026Jul 20, 2026
Ethos Capital Management, Inc.Sell-1,416-29.9%3,326$1.04MQ2 2026Jul 16, 2026
Wealth Enhancement Advisory Services, LlcSell-293-6.4%4,311$1.34MQ2 2026Jul 15, 2026
Southland Equity Partners LlcSell-2-0.1%2,060$644.68KQ2 2026Jul 13, 2026
Centurion Wealth Management LlcSell-706-40.1%1,056$330.38KQ2 2026Jul 09, 2026
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Frequently asked questions about MMTM activity

  • Which institutional owners are buying MMTM?

    Institutional owners buying MMTM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MMTM activity?

    "Buy" means an investor increased their reported position in MMTM compared to the prior reporting period. This reflects growing exposure to SPDR S&P1500 MOMENTUM TILT (MMTM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MMTM increasing?

    Institutional interest in MMTM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.