SS Spdr S&P 1500 MOM Tilt (MMTM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares98,886 from 101,769

Change-2,883 (-3%)

Value$30.3M (-$1.5M)

Filed 2026-11-06

Professional Financial Advisors, LLC

INCREASED

Shares21,691 from 21,561

Change+130 (+1%)

Value$6.6M (-$97.9K)

Filed 2026-10-13

Newport Capital Group, LLC

NEW

Shares9,503

Change+9,503

Value$2.9M

Filed 2026-10-16

Lifetime Wealth Management P.C.

DECREASED

Shares4,973 from 5,339

Change-366 (-7%)

Value$1.5M (-$146.3K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,467 from 4,311

Change+156 (+4%)

Value$1.4M (+$42.2K)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares2,998 from 2,993

Change+5 (+0%)

Value$919.0K (-$17.7K)

Filed 2026-11-02

Ethos Capital Management, Inc.

DECREASED

Shares2,871 from 3,326

Change-455 (-14%)

Value$880.2K (-$160.5K)

Filed 2026-11-03

Southland Equity Partners LLC

UNCHANGED

Shares2,060 from 2,060

Change0 (0%)

Value$631.5K (-$13.1K)

Filed 2026-10-14

IFP Advisors, Inc

DECREASED

Shares1,813 from 2,186

Change-373 (-17%)

Value$555.8K (-$128.3K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares1,494 from 1,849

Change-355 (-19%)

Value$458 (-$578.5K)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

INCREASED

Shares1,332 from 1,331

Change+1 (+0%)

Value$408.5K (-$8.2K)

Filed 2026-11-05

Level Four Advisory Services, LLC

UNCHANGED

Shares1,101 from 1,101

Change0 (0%)

Value$337.5K (-$7.0K)

Filed 2026-11-06

Chicago Partners Investment Group LLC

INCREASED

Shares986 from 969

Change+17 (+2%)

Value$293.2K (+$117)

Filed 2026-10-27

US Bancorp \de\

UNCHANGED

Shares533 from 533

Change0 (0%)

Value$163.4K (-$3.4K)

Filed 2026-11-05

JFS Wealth Advisors, LLC

UNCHANGED

Shares267 from 267

Change0 (0%)

Value$81.9K (-$1.7K)

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares218

Change+218

Value$66.8K

Filed 2026-10-21

Fifth Third Bancorp

INCREASED

Shares159 from 121

Change+38 (+31%)

Value$48.7K (+$10.9K)

Filed 2026-11-05

Ascentis Wealth Management, LLC

DECREASED

Shares42 from 45

Change-3 (-7%)

Value$12.9K (-$1.2K)

Filed 2026-11-03

First Community Trust NA

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$4.9K (-$102)

Filed 2026-10-07

Triumph Capital Management

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$4.9K (-$102)

Filed 2026-10-14

Centurion Wealth Management LLC

CLOSED

Shares0 from 1,056

Change-1,056 (-100%)

Value$0 (-$330.4K)

Filed 2026-10-13

Signal Advisors Wealth, LLC

CLOSED

Shares0 from 696

Change-696 (-100%)

Value$0 (-$217.8K)

Filed 2026-10-13

AdvisorNet Financial, Inc

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$62.6K)

Filed 2026-10-15

Baltimore-Washington Financial Advisors, Inc.

N/A

Shares— from 80,057

Change-80,057 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 26,252

Change-26,252 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 20,498

Change-20,498 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 20,301

Change-20,301 (-100%)

Value—

MTM Financial Group, LLC

N/A

Shares— from 10,578

Change-10,578 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 8,218

Change-8,218 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,319

Change-5,319 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 5,145

Change-5,145 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 4,667

Change-4,667 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,267

Change-2,267 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 2,085

Change-2,085 (-100%)

Value—

Aspire Capital Advisors LLC

N/A

Shares— from 1,241

Change-1,241 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 976

Change-976 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 934

Change-934 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 930

Change-930 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 330

Change-330 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 142

Change-142 (-100%)

Value—

FMR LLC

N/A

Shares— from 129

Change-129 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 97

Change-97 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	98,886	101,769	-2,883	-3%	$31.8M	$30.3M	-$1.5M	2026-11-06
Professional Financial Advisors, LLC	INCREASED	21,691	21,561	+130	+1%	$6.7M	$6.6M	-$97.9K	2026-10-13
Newport Capital Group, LLC	NEW	9,503	—	+9,503	—	—	$2.9M	—	2026-10-16
Lifetime Wealth Management P.C.	DECREASED	4,973	5,339	-366	-7%	$1.7M	$1.5M	-$146.3K	2026-10-29
Wealth Enhancement Advisory Services, LLC	INCREASED	4,467	4,311	+156	+4%	$1.3M	$1.4M	+$42.2K	2026-10-13
Kestra Advisory Services, LLC	INCREASED	2,998	2,993	+5	+0%	$936.6K	$919.0K	-$17.7K	2026-11-02
Ethos Capital Management, Inc.	DECREASED	2,871	3,326	-455	-14%	$1.0M	$880.2K	-$160.5K	2026-11-03
Southland Equity Partners LLC	UNCHANGED	2,060	2,060	0	0%	$644.7K	$631.5K	-$13.1K	2026-10-14
IFP Advisors, Inc	DECREASED	1,813	2,186	-373	-17%	$684.1K	$555.8K	-$128.3K	2026-10-16
Cambridge Investment Research Advisors, Inc.	DECREASED	1,494	1,849	-355	-19%	$579.0K	$458	-$578.5K	2026-11-02
J.W. Cole Advisors, Inc.	INCREASED	1,332	1,331	+1	+0%	$416.7K	$408.5K	-$8.2K	2026-11-05
Level Four Advisory Services, LLC	UNCHANGED	1,101	1,101	0	0%	$344.6K	$337.5K	-$7.0K	2026-11-06
Chicago Partners Investment Group LLC	INCREASED	986	969	+17	+2%	$293.1K	$293.2K	+$117	2026-10-27
US Bancorp \de\	UNCHANGED	533	533	0	0%	$166.8K	$163.4K	-$3.4K	2026-11-05
JFS Wealth Advisors, LLC	UNCHANGED	267	267	0	0%	$83.6K	$81.9K	-$1.7K	2026-11-03
Root Financial Partners, LLC	NEW	218	—	+218	—	—	$66.8K	—	2026-10-21
Fifth Third Bancorp	INCREASED	159	121	+38	+31%	$37.9K	$48.7K	+$10.9K	2026-11-05
Ascentis Wealth Management, LLC	DECREASED	42	45	-3	-7%	$14.1K	$12.9K	-$1.2K	2026-11-03
First Community Trust NA	UNCHANGED	16	16	0	0%	$5.0K	$4.9K	-$102	2026-10-07
Triumph Capital Management	UNCHANGED	16	16	0	0%	$5.0K	$4.9K	-$102	2026-10-14
Centurion Wealth Management LLC	CLOSED	0	1,056	-1,056	-100%	$330.4K	$0	-$330.4K	2026-10-13
Signal Advisors Wealth, LLC	CLOSED	0	696	-696	-100%	$217.8K	$0	-$217.8K	2026-10-13
AdvisorNet Financial, Inc	CLOSED	0	200	-200	-100%	$62.6K	$0	-$62.6K	2026-10-15
Baltimore-Washington Financial Advisors, Inc.	N/A	—	80,057	-80,057	-100%	$25.1M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	26,252	-26,252	-100%	$8.2M	—	—	—
Morgan Stanley	N/A	—	20,498	-20,498	-100%	$6.4M	—	—	—
Private Advisor Group, LLC	N/A	—	20,301	-20,301	-100%	$6.4M	—	—	—
MTM Financial Group, LLC	N/A	—	10,578	-10,578	-100%	$3.3M	—	—	—
Western Wealth Management, LLC	N/A	—	8,218	-8,218	-100%	$2.6M	—	—	—
Royal Bank of Canada	N/A	—	5,319	-5,319	-100%	$1.7M	—	—	—
Bank of America Corp	N/A	—	5,145	-5,145	-100%	$1.6M	—	—	—
Raymond James Financial Inc	N/A	—	4,667	-4,667	-100%	$1.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	2,267	-2,267	-100%	$709.5K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	2,085	-2,085	-100%	$652.5K	—	—	—
Aspire Capital Advisors LLC	N/A	—	1,241	-1,241	-100%	$388.4K	—	—	—
AE Wealth Management LLC	N/A	—	976	-976	-100%	$305.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	934	-934	-100%	$292.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	930	-930	-100%	$291.1K	—	—	—
National Bank of Canada	N/A	—	330	-330	-100%	$103.1K	—	—	—
JPMorgan Chase & Co	N/A	—	142	-142	-100%	$43.8K	—	—	—
FMR LLC	N/A	—	129	-129	-100%	$40.4K	—	—	—
Wells Fargo & Company	N/A	—	97	-97	-100%	$30.5K	—	—	—
BFC Planning, Inc.	N/A	—	1	-1	-100%	$313	—	—	—

Showing 43 of 43 institutions