Public ownership evidence

State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) Ownership Disclosures

Read MMTM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR S&P 1500 Momentum Tilt ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Lifetime Wealth Management P.C.
Report period
2026-06-30
Available
2026-08-18
Reported shares
5,339
Value (USD)
$1,670,886
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001214659-26-010440
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MMTM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MMTM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Lifetime Wealth Management P.C.2026-06-302026-08-185,339$1,670,886None
Western Wealth Management, LLC2026-06-302026-08-158,218$2,571,826None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520$6,259None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,247$703,191None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15934$292,295None
ROYAL BANK OF CANADA2026-06-302026-08-155,319$1,665,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,385$1,372,286None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15282$88,252None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$95None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1597$30,356None
BANK OF AMERICA CORP /DE/2026-06-302026-08-152,400$751,080None
BANK OF AMERICA CORP /DE/2026-06-302026-08-152,745$859,048None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1426,252$8,215,461None
Baltimore-Washington Financial Advisors, Inc.2026-06-302026-08-1480,057$25,053,929None
MORGAN STANLEY2026-06-302026-08-1420,497$6,414,536None
MORGAN STANLEY2026-06-302026-08-141$353None
FMR LLC2026-06-302026-08-14129$40,371None
Integrated Wealth Concepts LLC2026-06-302026-08-13790$247,232None
US BANCORP \DE\2026-06-302026-08-13533$166,802None
JPMORGAN CHASE & CO2026-06-302026-08-135$1,543None
JPMORGAN CHASE & CO2026-06-302026-08-13125$38,584None
JPMORGAN CHASE & CO2026-06-302026-08-1312$3,704None
LEVEL FOUR ADVISORY SERVICES, LLC2026-06-302026-08-111,101$344,558None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-11330$103,128None
LPL Financial LLC2026-06-302026-08-08101,769$31,848,689None
Aspire Capital Advisors LLC2026-06-302026-08-061,241$388,371None
FIFTH THIRD BANCORP2026-06-302026-08-06121$37,867None
Signal Advisors Wealth, LLC2026-06-302026-08-05696$217,814None
Gateway Wealth Partners, LLC2026-06-302026-08-052,085$652,500None
AE Wealth Management LLC2026-06-302026-08-04976$305,580None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04930$291,052None
Ascentis Wealth Management, LLC2026-06-302026-07-313$938None
Ascentis Wealth Management, LLC2026-06-302026-07-3136$11,266None
Ascentis Wealth Management, LLC2026-06-302026-07-316$1,877None
Chicago Partners Investment Group LLC2026-06-302026-07-31969$293,050None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-311,849$579,000None
Ascentis Wealth Management, LLC2026-06-302026-07-2932$938None
Ascentis Wealth Management, LLC2026-06-302026-07-29178$11,266None
Ascentis Wealth Management, LLC2026-06-302026-07-293$1,877None
Kestra Advisory Services, LLC2026-06-302026-07-292,993$936,639None
MTM FINANCIAL GROUP, LLC2026-06-302026-07-2810,578$3,310,260None
Ascentis Wealth Management, LLC2026-06-302026-07-28938$938None
Ascentis Wealth Management, LLC2026-06-302026-07-2811,266$11,266None
Ascentis Wealth Management, LLC2026-06-302026-07-281,877$1,877None
Private Advisor Group, LLC2026-06-302026-07-2820,301$6,353,310None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-281,849$579,000None
AdvisorNet Financial, Inc2026-06-302026-07-24200$62,590None
Triumph Capital Management2026-06-302026-07-2216$5,007None
J.W. COLE ADVISORS, INC.2026-06-302026-07-221,331$416,683None
IFP Advisors, Inc2026-06-302026-07-212,186$684,109None

90-day public filing window, up to 50 source positions.

Lifetime Wealth Management P.C. ↗Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗WELLS FARGO & COMPANY/MN ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.