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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Lifetime Wealth Management P.C. | Sell | -1,567 | -22.7% | 5,339 | $1.67M | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Buy | +934 | — | 934 | $292.30K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +209 | +4.7% | 4,667 | $1.46M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +160 | +3.2% | 5,145 | $1.61M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -103 | -1.9% | 5,319 | $1.67M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +96 | +9600.0% | 97 | $30.45K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -52 | -2.2% | 2,267 | $709.45K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -18 | -0.2% | 8,218 | $2.57M | Q2 2026 | Aug 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | Buy | +2,727 | +3.5% | 80,057 | $25.05M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +129 | — | 129 | $40.37K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +110 | +0.5% | 20,498 | $6.41M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +76 | +0.3% | 26,252 | $8.22M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +142 | — | 142 | $43.83K | Q2 2026 | Aug 12, 2026 |
| National Bank Of Canada | Buy | +44 | +15.4% | 330 | $103.13K | Q2 2026 | Aug 10, 2026 |
| Level Four Advisory Services, Llc | Sell | -30 | -2.7% | 1,101 | $344.56K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -2,855 | -2.7% | 101,769 | $31.85M | Q2 2026 | Aug 07, 2026 |
| Aspire Capital Advisors Llc | Buy | +1,241 | — | 1,241 | $388.37K | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, Llc | Sell | -2,195 | -51.3% | 2,085 | $652.50K | Q2 2026 | Aug 04, 2026 |
| Signal Advisors Wealth, Llc | Buy | +696 | — | 696 | $217.81K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +45 | +5.1% | 930 | $291.05K | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group Llc | Buy | +65 | +7.2% | 969 | $293.05K | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -14 | -0.8% | 1,849 | $579.00 | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, Llc | Sell | -34 | -1.1% | 2,993 | $936.64K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +20,301 | — | 20,301 | $6.35M | Q2 2026 | Jul 27, 2026 |
| J.W. Cole Advisors, Inc. | Buy | +1 | +0.1% | 1,331 | $416.68K | Q2 2026 | Jul 21, 2026 |
| Ifp Advisors, Inc | Sell | -301 | -12.1% | 2,186 | $684.11K | Q2 2026 | Jul 20, 2026 |
| Ethos Capital Management, Inc. | Sell | -1,416 | -29.9% | 3,326 | $1.04M | Q2 2026 | Jul 16, 2026 |
| Wealth Enhancement Advisory Services, Llc | Sell | -293 | -6.4% | 4,311 | $1.34M | Q2 2026 | Jul 15, 2026 |
| Southland Equity Partners Llc | Sell | -2 | -0.1% | 2,060 | $644.68K | Q2 2026 | Jul 13, 2026 |
| Centurion Wealth Management Llc | Sell | -706 | -40.1% | 1,056 | $330.38K | Q2 2026 | Jul 09, 2026 |
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.