Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / S&P1500MOMTILT
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
252,386
-
Shares change
-
-64,134
-
Total reported value, excl. options
-
$41,980,073
-
Value change
-
-$10,619,978
-
Number of buys
-
11
-
Number of sells
-
-15
-
Price
-
$166.32
Significant Holders of SPDR SERIES TRUST - S&P1500MOMTILT (MMTM) as of Q1 2021
34 filings reported holding MMTM - SPDR SERIES TRUST - S&P1500MOMTILT as of Q1 2021.
SPDR SERIES TRUST - S&P1500MOMTILT (MMTM) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 252,386 shares
.
Largest 10 shareholders include LPL Financial LLC (141,697 shares), MORGAN STANLEY (27,226 shares), Cardan Capital Partners, LLC (22,114 shares), Western Wealth Management, LLC (14,819 shares), Integrated Wealth Concepts LLC (7,366 shares), BANK OF AMERICA CORP /DE/ (7,274 shares), Baltimore-Washington Financial Advisors, Inc. (5,783 shares), Sound View Wealth Advisors Group, LLC (5,709 shares), Raymond James Financial Services Advisors, Inc. (5,073 shares), and Southland Equity Partners LLC (3,073 shares).
This table shows the top 28 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.