MMTM institutional holders

SPDR SERIES TRUST · 13F, 2026Q2

Managers holding41
Shares held344,550
Reported value$107.8m
Quarter flows6 new, 12 added, 15 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC101,769$31.8m0.0%
Baltimore-Washington Financial Advisors, Inc.80,057$25.1m0.9%
Steward Partners Investment Advisory, LLC26,252$8.2m0.0%
Professional Financial Advisors, LLC21,561$6.7m1.2%
MORGAN STANLEY20,498$6.4m0.0%
Private Advisor Group, LLC20,301$6.4m0.0%
MTM FINANCIAL GROUP, LLC10,578$3.3m1.4%
Western Wealth Management, LLC8,218$2.6m0.1%
Lifetime Wealth Management P.C.5,339$1.7m1.0%
ROYAL BANK OF CANADA5,319$1.7m0.0%
BANK OF AMERICA CORP /DE/5,145$1.6m0.0%
RAYMOND JAMES FINANCIAL INC4,667$1.5m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,311$1.3m0.0%
Cambridge Investment Research Advisors, Inc.3,698$1.2m0.0%
Ethos Capital Management, Inc.3,326$1.0m0.7%
Kestra Advisory Services, LLC2,993$936,6390.0%
OSAIC HOLDINGS, INC.2,267$709,4500.0%
IFP Advisors, Inc2,186$684,1090.0%
Gateway Wealth Partners, LLC2,085$652,5000.0%
Southland Equity Partners LLC2,060$644,6770.1%
J.W. COLE ADVISORS, INC.1,331$416,6830.0%
Aspire Capital Advisors LLC1,241$388,3710.1%
LEVEL FOUR ADVISORY SERVICES, LLC1,101$344,5580.0%
Centurion Wealth Management LLC1,056$330,3750.1%
AE Wealth Management LLC976$305,5800.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MMTM"). MMTM price history · All 13F data

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