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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Raymond James Financial IncBuy+4,536—4,536$1.32MQ4 2025Feb 18, 2026
Royal Bank Of CanadaBuy+5,307—5,307$1.55MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+5,014—5,014$1.46MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+2,359—2,359$688.98KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+1,233—1,233$360.12KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+42—42$12.25KQ4 2025Feb 17, 2026
Baltimore-Washington Financial Advisors, Inc.Buy+72,494—72,494$21.17MQ4 2025Feb 13, 2026
Morgan StanleyBuy+22,750—22,750$6.64MQ4 2025Feb 13, 2026
Mariner, LlcBuy+22,161—22,161$6.47MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+3,118—3,118$910.73KQ4 2025Feb 13, 2026
Level Four Advisory Services, LlcBuy+1,131—1,131$330.33KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+1—1$185.00Q4 2025Feb 13, 2026
Steward Partners Investment Advisory, LlcBuy+24,150—24,150$7.05MQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+733—733$214.18KQ4 2025Feb 12, 2026
Triumph Capital ManagementBuy+16—16$4.67KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+101,932—101,932$29.77MQ4 2025Feb 11, 2026
Gateway Wealth Partners, LlcBuy+3,009—3,009$878.84KQ4 2025Feb 11, 2026
J.W. Cole Advisors, Inc.Buy+1,099—1,099$321.02KQ4 2025Feb 11, 2026
Goldman Sachs Group IncBuy+33,300—33,300$9.73MQ4 2025Feb 10, 2026
Envestnet Asset Management IncBuy+1,052—1,052$307.34KQ4 2025Feb 10, 2026
Root Financial Partners, LlcBuy+218—218$63.67KQ4 2025Feb 10, 2026
Ifp Advisors, IncBuy+2,908—2,908$849.34KQ4 2025Feb 06, 2026
Western Wealth Management, LlcBuy+8,237—8,237$2.41MQ4 2025Feb 05, 2026
Pax Financial Group, LlcBuy+4,346—4,346$1.27MQ4 2025Feb 05, 2026
Cambridge Investment Research Advisors, Inc.Buy+1,911—1,911$558.00KQ4 2025Feb 05, 2026
Cordgrass Capital Advisors, LlcBuy+28—28$8.18KQ4 2025Feb 02, 2026
Us Bancorp \De\Buy+533—533$155.67KQ4 2025Jan 30, 2026
Ubs Group AgBuy+50—50$14.60KQ4 2025Jan 29, 2026
Chicago Partners Investment Group LlcBuy+737—737$217.99KQ4 2025Jan 28, 2026
Berkshire Money Management, Inc.Buy+994—994$290.32KQ4 2025Jan 27, 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.