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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Baltimore-Washington Financial Advisors, Inc., Goldman Sachs Group Inc, Steward Partners Investment Advisory, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +4,536 | — | 4,536 | $1.32M | Q4 2025 | Feb 18, 2026 |
| Royal Bank Of Canada | Buy | +5,307 | — | 5,307 | $1.55M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +5,014 | — | 5,014 | $1.46M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +2,359 | — | 2,359 | $688.98K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +1,233 | — | 1,233 | $360.12K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +42 | — | 42 | $12.25K | Q4 2025 | Feb 17, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | Buy | +72,494 | — | 72,494 | $21.17M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +22,750 | — | 22,750 | $6.64M | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +22,161 | — | 22,161 | $6.47M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +3,118 | — | 3,118 | $910.73K | Q4 2025 | Feb 13, 2026 |
| Level Four Advisory Services, Llc | Buy | +1,131 | — | 1,131 | $330.33K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | — | 1 | $185.00 | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +24,150 | — | 24,150 | $7.05M | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +733 | — | 733 | $214.18K | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | Buy | +16 | — | 16 | $4.67K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +101,932 | — | 101,932 | $29.77M | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, Llc | Buy | +3,009 | — | 3,009 | $878.84K | Q4 2025 | Feb 11, 2026 |
| J.W. Cole Advisors, Inc. | Buy | +1,099 | — | 1,099 | $321.02K | Q4 2025 | Feb 11, 2026 |
| Goldman Sachs Group Inc | Buy | +33,300 | — | 33,300 | $9.73M | Q4 2025 | Feb 10, 2026 |
| Envestnet Asset Management Inc | Buy | +1,052 | — | 1,052 | $307.34K | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, Llc | Buy | +218 | — | 218 | $63.67K | Q4 2025 | Feb 10, 2026 |
| Ifp Advisors, Inc | Buy | +2,908 | — | 2,908 | $849.34K | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, Llc | Buy | +8,237 | — | 8,237 | $2.41M | Q4 2025 | Feb 05, 2026 |
| Pax Financial Group, Llc | Buy | +4,346 | — | 4,346 | $1.27M | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +1,911 | — | 1,911 | $558.00K | Q4 2025 | Feb 05, 2026 |
| Cordgrass Capital Advisors, Llc | Buy | +28 | — | 28 | $8.18K | Q4 2025 | Feb 02, 2026 |
| Us Bancorp \De\ | Buy | +533 | — | 533 | $155.67K | Q4 2025 | Jan 30, 2026 |
| Ubs Group Ag | Buy | +50 | — | 50 | $14.60K | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group Llc | Buy | +737 | — | 737 | $217.99K | Q4 2025 | Jan 28, 2026 |
| Berkshire Money Management, Inc. | Buy | +994 | — | 994 | $290.32K | Q4 2025 | Jan 27, 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.