Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / S&P1500MOMTILT
-
Number of holders
-
38
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Total 13F shares, excl. options
-
243,001
-
Shares change
-
+3,019
-
Total reported value, excl. options
-
$43,514,797
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Value change
-
+$471,709
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Number of buys
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16
-
Number of sells
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-16
-
Price
-
$179.20
Significant Holders of SPDR SERIES TRUST - S&P1500MOMTILT (MMTM) as of Q3 2023
43 filings reported holding MMTM - SPDR SERIES TRUST - S&P1500MOMTILT as of Q3 2023.
SPDR SERIES TRUST - S&P1500MOMTILT (MMTM) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 243,001 shares
.
Largest 10 shareholders include LPL Financial LLC (70,643 shares), Baltimore-Washington Financial Advisors, Inc. (36,257 shares), Professional Financial Advisors, LLC (24,505 shares), Cutler Group LLC / CA (22,886 shares), Steward Partners Investment Advisory, LLC (12,827 shares), Western Wealth Management, LLC (9,837 shares), MAGNOLIA CAPITAL ADVISORS LLC (8,747 shares), GOLDMAN SACHS GROUP INC (7,730 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6,665 shares), and BANK OF AMERICA CORP /DE/ (6,569 shares).
This table shows the top 38 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.