Who Owns SPDR SER TR (MMTM)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $107.0M of SPDR SER TR (MMTM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($31.8M), Baltimore-Washington Financial Advisors, Inc. ($25.1M), Steward Partners Investment Advisory, LLC ($8.2M), Professional Financial Advisors, LLC ($6.7M), MORGAN STANLEY ($6.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$31.8M101,769Trimmed
2Baltimore-Washington Financial Advisors, Inc.$25.1M80,057Added
3Steward Partners Investment Advisory, LLC$8.2M26,252Added
4Professional Financial Advisors, LLC$6.7M21,561Trimmed
5MORGAN STANLEY$6.4M20,498Added
6Private Advisor Group, LLC$6.4M20,301New
7MTM FINANCIAL GROUP, LLC$3.3M10,578Added
8Western Wealth Management, LLC$2.6M8,218Trimmed
9Lifetime Wealth Management P.C.$1.7M5,339Trimmed
10Royal Bank of Canada$1.7M5,319Trimmed
11BANK OF AMERICA CORP /DE/$1.6M5,145Added
12RAYMOND JAMES FINANCIAL INC$1.5M4,667Added
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M4,311Trimmed
14Ethos Capital Management, Inc.$1.0M3,326Trimmed
15Kestra Advisory Services, LLC$936,6392,993Trimmed
16OSAIC HOLDINGS, INC.$709,4502,267Trimmed
17IFP Advisors, Inc$684,1092,186Trimmed
18Gateway Wealth Partners, LLC$652,5002,085Trimmed
19Southland Equity Partners LLC$644,6772,060Trimmed
20Cambridge Investment Research Advisors, Inc.$579,0001,849Trimmed
21J.W. COLE ADVISORS, INC.$416,6831,331Added
22Aspire Capital Advisors LLC$388,3711,241New
23LEVEL FOUR ADVISORY SERVICES, LLC$344,5581,101Trimmed
24Centurion Wealth Management LLC$330,3751,056Trimmed
25AE Wealth Management LLC$305,580976Trimmed

Source: SEC Form 13F filings · as of 2026-06-30