SPDR SERIES TRUST (MMTM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
39
Reporting holders
$106.6M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $31.8M | 101,769 | 0.01% | 25q | -2.7%-$893.5K |
| Baltimore-Washington Financial Advisors, Inc. | $25.1M | 80,057 | 0.94% | 24q | +3.5%+$853.4K |
| Steward Partners Investment Advisory, LLC | $8.2M | 26,252 | 0.04% | 18q | HELD |
| Professional Financial Advisors, LLC | $6.7M | 21,561 | 1.17% | 15q | -0.8%-$55.7K |
| MORGAN STANLEY | $6.4M | 20,498 | 0.00% | 35q | +0.5%+$34.4K |
| Private Advisor Group, LLC | $6.4M | 20,301 | 0.03% | new | NEW |
| MTM FINANCIAL GROUP, LLC | $3.3M | 10,578 | 1.42% | new | FIRST |
| Western Wealth Management, LLC | $2.6M | 8,218 | 0.08% | 25q | HELD |
| Lifetime Wealth Management P.C. | $1.7M | 5,339 | 0.98% | 3q | -22.7%-$490.4K |
| ROYAL BANK OF CANADA | $1.7M | 5,319 | 0.00% | 14q | -1.9%-$32.2K |
| BANK OF AMERICA CORP /DE/ | $1.6M | 5,145 | 0.00% | 31q | +3.2%+$50.1K |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 4,667 | 0.00% | 7q | +4.7%+$65.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 4,311 | 0.00% | 13q | -6.4%-$91.1K |
| Ethos Capital Management, Inc. | $1.0M | 3,326 | 0.74% | 3q | -29.9%-$443.1K |
| Kestra Advisory Services, LLC | $936.6K | 2,993 | 0.00% | 11q | -1.1%-$10.6K |
| OSAIC HOLDINGS, INC. | $709.5K | 2,267 | 0.00% | 26q | -2.2%-$16.3K |
| IFP Advisors, Inc | $684.1K | 2,186 | 0.01% | 18q | -12.1%-$94.2K |
| Gateway Wealth Partners, LLC | $652.5K | 2,085 | 0.04% | 11q | -51.3%-$686.9K |
| Southland Equity Partners LLC | $644.7K | 2,060 | 0.11% | 23q | HELD |
| J.W. COLE ADVISORS, INC. | $416.7K | 1,331 | 0.01% | 7q | HELD |
| Aspire Capital Advisors LLC | $388.4K | 1,241 | 0.08% | new | NEW |
| LEVEL FOUR ADVISORY SERVICES, LLC | $344.6K | 1,101 | 0.01% | 6q | -2.7%-$9.4K |
| Centurion Wealth Management LLC | $330.4K | 1,056 | 0.08% | 7q | -40.1%-$220.9K |
| AE Wealth Management LLC | $305.6K | 976 | 0.00% | 3q | -0.7%-$2.2K |
| Chicago Partners Investment Group LLC | $293.1K | 969 | 0.01% | 3q | +7.2%+$19.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $292.3K | 934 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $291.1K | 930 | 0.00% | 4q | +5.1%+$14.1K |
| Integrated Wealth Concepts LLC | $247.2K | 790 | 0.00% | new | NEW |
| Signal Advisors Wealth, LLC | $217.8K | 696 | 0.01% | new | NEW |
| US BANCORP \DE\ | $166.8K | 533 | 0.00% | 31q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $103.1K | 330 | 0.00% | 3q | +15.4%+$13.8K |
| JFS WEALTH ADVISORS, LLC | $83.6K | 267 | 0.00% | 20q | HELD |
| AdvisorNet Financial, Inc | $62.6K | 200 | 0.00% | 24q | HELD |
| JPMORGAN CHASE & CO | $43.8K | 142 | 0.00% | 2q | HELD |
| Ascentis Wealth Management, LLC | $42.2K | 14,339 | 0.00% | 8q | +31764.4%+$42.1K |
| FMR LLC | $40.4K | 129 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $37.9K | 121 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $30.5K | 97 | 0.00% | 30q | +4750.0%+$29.8K |
| FIRST COMMUNITY TRUST NA | $5.0K | 16 | 0.00% | 3q | HELD |
| Triumph Capital Management | $5.0K | 16 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 3,698 | 0.00% | 6q | +98.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 39 | $106.6M | 340,807 | 6 | 8 | 13 | 0.0% |
| Q1 2026 | 37 | $96.3M | 343,394 | 2 | 13 | 14 | 0.0% |
| Q4 2025 | 46 | $108.8M | 372,469 | 11 | 15 | 7 | 0.0% |
| Q3 2025 | 34 | $90.4M | 316,406 | 2 | 10 | 9 | 0.0% |
| Q2 2025 | 34 | $84.7M | 317,644 | 2 | 10 | 14 | 0.0% |
| Q1 2025 | 35 | $80.6M | 334,291 | 4 | 13 | 5 | 0.0% |
| Q4 2024 | 36 | $85.9M | 330,104 | 7 | 16 | 5 | 0.0% |
| Q3 2024 | 32 | $59.0M | 234,275 | 3 | 8 | 9 | 0.0% |
| Q2 2024 | 32 | $52.0M | 213,933 | 5 | 8 | 7 | 0.0% |
| Q1 2024 | 31 | $50.9M | 221,336 | 3 | 9 | 10 | 0.0% |
| Q4 2023 | 33 | $45.1M | 223,000 | 5 | 11 | 7 | 0.0% |
| Q3 2023 | 35 | $43.0M | 240,340 | 6 | 8 | 11 | 9.4% |
| Q2 2023 | 31 | $44.6M | 217,956 | 6 | 8 | 8 | 9.9% |
| Q1 2023 | 28 | $30.9M | 180,586 | 7 | 6 | 5 | 0.0% |
| Q4 2022 | 24 | $40.5M | 242,282 | 4 | 9 | 6 | 0.0% |
| Q3 2022 | 25 | $38.4M | 248,753 | 2 | 7 | 6 | 0.0% |
| Q2 2022 | 27 | $40.7M | 265,975 | 3 | 10 | 7 | 0.0% |
| Q1 2022 | 28 | $51.4M | 269,639 | 4 | 3 | 7 | 0.0% |
| Q4 2021 | 25 | $47.6M | 235,112 | 1 | 5 | 8 | 0.0% |
| Q3 2021 | 26 | $40.6M | 221,566 | 2 | 6 | 8 | 0.0% |
| Q2 2021 | 27 | $45.5M | 250,426 | 2 | 9 | 9 | 0.0% |
| Q1 2021 | 28 | $42.0M | 252,386 | 3 | 7 | 9 | 0.0% |
| Q4 2020 | 28 | $51.4M | 317,039 | 6 | 7 | 6 | 0.0% |
| Q3 2020 | 21 | $44.3M | 298,123 | 5 | 6 | 5 | 0.0% |
| Q2 2020 | 21 | $40.2M | 299,548 | 3 | 7 | 7 | 0.0% |
| Q1 2020 | 22 | $15.0M | 134,617 | 2 | 4 | 10 | 0.0% |
| Q4 2019 | 24 | $22.6M | 163,885 | 4 | 12 | 2 | 0.0% |
| Q3 2019 | 21 | $17.7M | 136,207 | 6 | 5 | 7 | 0.0% |
| Q2 2019 | 16 | $21.1M | 165,268 | 2 | 5 | 4 | 0.0% |
| Q1 2019 | 15 | $15.2M | 123,375 | 3 | 3 | 4 | 0.0% |
| Q4 2018 | 14 | $15.2M | 141,276 | 0 | 1 | 1 | 0.0% |