MMTM — SS SPDR S&P 1500 MOM TILT
As of Q2 2026, 5 SEC-registered investment managers reported holding MMTM (SS SPDR S&P 1500 MOM TILT) in their latest 13F filings, with a combined reported value of $8.14M across 26.01K shares. That is -16.8% by share count (-5.26K shares) versus the previous quarter, while reported value moved -7.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 20.50K | $6.41M | 0.00% | Add |
| Bank of America Corp history | 5.14K | $1.61M | 0.00% | Add |
| JPMorgan Chase & Co history | 142 | $43.83K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 129 | $40.37K | 0.00% | New |
| Wells Fargo & Co history | 97 | $30.45K | 0.00% | Add |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 20.39K | $5.71M | 0.00% | Reduce |
| Goldman Sachs Group history | 5.90K | $1.65M | 0.00% | Reduce |
| Bank of America Corp history | 4.99K | $1.40M | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $214 | 0.00% | Hold |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 33.30K | $9.73M | 0.00% | Add |
| Morgan Stanley history | 22.75K | $6.64M | 0.00% | Reduce |
| Bank of America Corp history | 5.01K | $1.46M | 0.00% | Hold |
| UBS Group AG history | 50 | $14.60K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $185 | 0.00% | Hold |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 24.92K | $7.12M | 0.00% | Add |
| Goldman Sachs Group history | 13.30K | $3.80M | 0.00% | Hold |
| Citadel Advisors history | 6.96K | $1.99M | 0.00% | Add |
| Bank of America Corp history | 5.03K | $1.44M | 0.00% | Reduce |
| UBS Group AG history | 59 | $16.85K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 33 | $9.43K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $248 | 0.00% | Hold |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 23.48K | $6.26M | 0.00% | Reduce |
| Goldman Sachs Group history | 13.30K | $3.55M | 0.00% | Hold |
| Bank of America Corp history | 5.20K | $1.39M | 0.00% | Reduce |
| Citadel Advisors history | 1.44K | $382.55K | 0.00% | Reduce |
| UBS Group AG history | 1.05K | $279.38K | 0.00% | New |
| JPMorgan Chase & Co history | 33 | $8.80K | 0.00% | New |
| Wells Fargo & Co history | 1 | $198 | 0.00% | Hold |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 26.18K | $6.31M | 0.00% | Add |
| Goldman Sachs Group history | 13.32K | $3.21M | 0.00% | Add |
| Citadel Advisors history | 8.49K | $2.04M | 0.00% | Add |
| Bank of America Corp history | 5.32K | $1.28M | 0.00% | Reduce |
| PNC Financial Services history | 23 | $5.54K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 15 | $3.61K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $178 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 142 sh · $43.83K
- Fidelity Management & Research (FMR) 129 sh · $40.37K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 5.90K sh · $1.65M
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 20.50K | 20.39K | 22.75K | 24.92K | 23.48K | 26.18K | 19.89K | 10.10K | 7.06K | 2.51K | 2.66K | 2.47K | 3.09K | 2.52K | 3.52K | 3.82K | 1.50K | 1.47K | 1.54K | 1.63K |
| Bank of America Corp | 5.14K | 4.99K | 5.01K | 5.03K | 5.20K | 5.32K | 5.37K | 5.62K | 6.73K | 6.88K | 6.12K | 6.57K | 7.28K | 7.60K | 7.13K | 7.27K | 7.05K | 6.97K | 13.14K | 7.39K |
| JPMorgan Chase & Co | 142 | — | — | 33 | 33 | — | — | — | — | — | — | — | 394 | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 129 | — | — | — | — | 15 | 15 | 15 | 25 | — | 1 | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 97 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | — | — | 1 | 1 | 147 | 147 | 148 | 147 | 147 | 147 | 147 | 147 |
| Citadel Advisors | — | — | — | 6.96K | 1.44K | 8.49K | 1.61K | — | 3.28K | 1.66K | — | — | 1.44K | 8.17K | — | — | — | 12.83K | 2.99K | 15.84K |
| Goldman Sachs Group | — | 5.90K | 33.30K | 13.30K | 13.30K | 13.32K | 2.28K | 2.25K | 2.25K | 2.25K | 7.73K | 7.73K | 7.73K | 7.73K | 7.73K | 17.73K | 17.73K | 17.73K | 17.73K | 17.73K |
| UBS Group AG | — | — | 50 | 59 | 1.05K | — | — | — | — | — | 377 | 185 | 40 | — | — | 289 | 347 | 2.37K | 2.02K | 4.13K |
| PNC Financial Services | — | — | — | — | — | 23 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details