DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (MMTM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
41
Reporting holders
$107.6M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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% | 12q | +4.5%+$142.1K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $1.2M | 3,698 | 0.00% | 6q | +98.5%+$574.6K |
| 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 |
| 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 |
| 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 | +9600.0%+$30.1K |
| Ascentis Wealth Management, LLC | $14.1K | 45 | 0.00% | 8q | HELD |
| FIRST COMMUNITY TRUST NA | $5.0K | 16 | 0.00% | 3q | HELD |
| Triumph Capital Management | $5.0K | 16 | 0.00% | 3q | HELD |
| BFC Planning, Inc. | $313 | 1 | 0.00% | 3q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10 | $14.0M | 45,743 | 2 | 3 | 2 | 0.0% |
| Q2 2026 | 41 | $107.6M | 343,761 | 5 | 10 | 13 | 0.0% |
| Q1 2026 | 40 | $99.6M | 355,381 | 2 | 13 | 15 | 0.0% |
| Q4 2025 | 50 | $112.0M | 383,235 | 13 | 16 | 8 | 0.0% |
| Q3 2025 | 38 | $93.2M | 326,385 | 3 | 12 | 10 | 0.0% |
| Q2 2025 | 38 | $87.1M | 326,591 | 3 | 11 | 16 | 0.0% |
| Q1 2025 | 38 | $82.2M | 340,932 | 6 | 14 | 5 | 0.0% |
| Q4 2024 | 38 | $86.7M | 333,236 | 7 | 18 | 5 | 0.0% |
| Q3 2024 | 34 | $59.6M | 236,566 | 3 | 9 | 9 | 0.0% |
| Q2 2024 | 35 | $52.5M | 216,199 | 5 | 9 | 9 | 0.0% |
| Q1 2024 | 35 | $51.7M | 224,686 | 3 | 10 | 12 | 0.0% |
| Q4 2023 | 39 | $45.9M | 226,927 | 5 | 12 | 10 | 0.0% |
| Q3 2023 | 40 | $47.8M | 244,184 | 7 | 9 | 13 | 8.5% |
| Q2 2023 | 34 | $46.0M | 221,003 | 7 | 9 | 8 | 11.5% |
| Q1 2023 | 31 | $31.5M | 183,076 | 9 | 6 | 5 | 0.4% |
| Q4 2022 | 26 | $41.1M | 246,882 | 5 | 9 | 7 | 0.0% |
| Q3 2022 | 25 | $449.0M | 2,909,090 | 2 | 7 | 6 | 0.0% |
| Q2 2022 | 27 | $478.6M | 3,001,237 | 3 | 10 | 7 | 0.0% |
| Q1 2022 | 28 | $585.8M | 3,029,876 | 4 | 3 | 7 | 0.0% |
| Q4 2021 | 25 | $607.1M | 2,996,348 | 1 | 5 | 8 | 0.0% |
| Q3 2021 | 26 | $546.6M | 2,984,800 | 2 | 6 | 8 | 0.0% |
| Q2 2021 | 27 | $547.8M | 3,016,657 | 2 | 9 | 9 | 0.0% |
| Q1 2021 | 27 | $552.5M | 3,322,213 | 2 | 7 | 9 | 0.0% |
| Q4 2020 | 28 | $553.8M | 3,416,936 | 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% |