SPDR SER TR

Ticker: MMTM CUSIP: 78468R705 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (12)

PAX Financial Group, LLC
Value ($000) $1,269 Shares 4,346
OPTIMA CAPITAL LLC
Value ($000) $80 Shares 275
Berkshire Money Management, Inc.
Value ($000) $290 Shares 994
Chicago Partners Investment Group LLC
Value ($000) $218 Shares 737
FLAGSHIP HARBOR ADVISORS, LLC
Value ($000) $116 Shares 397
Root Financial Partners, LLC
Value ($000) $64 Shares 218
AE Wealth Management LLC
Value ($000) $163 Shares 559
FIRST COMMUNITY TRUST NA
Value ($000) $5 Shares 16
NATIONAL BANK OF CANADA /FI/
Value ($000) $12 Shares 42
Triumph Capital Management
Value ($000) $5 Shares 16
CoreCap Advisors, LLC
Value ($000) $5 Shares 18
CWM, LLC
Value ($000) $0 Shares 68

Increased Positions (14)

Baltimore-Washington Financial Advisors, Inc.
Value ($000) $21,173 (+9.4%) Shares 72,494 (+7.0%)
Professional Financial Advisors, LLC
Value ($000) $5,944 (+5.7%) Shares 20,350 (+3.4%)
Mariner, LLC
Value ($000) $6,473 (+51.3%) Shares 22,161 (+48.0%)
GOLDMAN SACHS GROUP INC
Value ($000) $9,726 (+156.0%) Shares 33,300 (+150.4%)
LPL Financial LLC
Value ($000) $29,771 (+14.5%) Shares 101,932 (+12.0%)
Centurion Wealth Management LLC
Value ($000) $518 (+4.2%) Shares 1,772 (+2.0%)
Kestra Advisory Services, LLC
Value ($000) $911 (+13.2%) Shares 3,118 (+10.6%)
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $360 (+30.0%) Shares 1,233 (+27.1%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $1,325 (+7.5%) Shares 4,536 (+5.1%)
J.W. COLE ADVISORS, INC.
Value ($000) $321 (+13.0%) Shares 1,099 (+10.6%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $307 (+16.4%) Shares 1,052 (+13.9%)
ROYAL BANK OF CANADA
Value ($000) $1,550 (+4.7%) Shares 5,307 (+2.4%)
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Value ($000) $2,676 (+5.1%) Shares 9,017 (+1.1%)
Sharkey, Howes & Javer
Value ($000) $285 (+4.7%) Shares 975 (+2.4%)

Decreased Positions (8)

Gateway Wealth Partners, LLC
Value ($000) $879 (-3.1%) Shares 3,009 (-5.2%)
MORGAN STANLEY
Value ($000) $6,645 (-6.7%) Shares 22,750 (-8.7%)
Western Wealth Management, LLC
Value ($000) $2,406 (+1.2%) Shares 8,237 (-1.1%)
IFP Advisors, Inc
Value ($000) $849 (-2.7%) Shares 2,908 (-4.9%)
OSAIC HOLDINGS, INC.
Value ($000) $689 (-1.1%) Shares 2,359 (-6.5%)
OAK HARBOR WEALTH PARTNERS, LLC
Value ($000) $8 (-42.7%) Shares 28 (-44.0%)
UBS Group AG
Value ($000) $15 (-13.3%) Shares 50 (-15.3%)
Cambridge Investment Research Advisors, Inc.
Value ($000) $1 (-0.9%) Shares 1,911 (-3.0%)

Exited Positions (3)

CITADEL ADVISORS LLC
Value ($000) $1,988 Shares 6,960
JPMORGAN CHASE & CO
Value ($000) $9 Shares 33
SIMPLEX TRADING, LLC
Value ($000) $0 Shares 118