Advisornet Financial’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Advisornet Financial’s Portfolio MMTM Stock Details MMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.6K	Hold	200	–	–	﹤0.01%	1040
2026 Q1	$56K	Sell	200 -285	-59%	-$83.5K	﹤0.01%	1015
2025 Q4	$142K	Hold	485	–	–	0.01%	704
2025 Q3	$139K	Hold	485	–	–	0.01%	692
2025 Q2	$129K	Hold	485	–	–	0.01%	687
2025 Q1	$117K	Hold	485	–	–	0.01%	682
2024 Q4	$126K	Buy	485 +184	+61%	+$48.1K	0.01%	612
2024 Q3	$75.8K	Hold	301	–	–	0.01%	772
2024 Q2	$73.1K	Hold	301	–	–	0.01%	709
2024 Q1	$69.2K	Hold	301	–	–	0.01%	725
2023 Q4	$60.8K	Sell	301 -50	-14%	-$9.43K	0.01%	759
2023 Q3	$62.9K	Hold	351	–	–	0.01%	728
2023 Q2	$65.1K	Hold	351	–	–	0.01%	750
2023 Q1	$59.3K	Hold	351	–	–	0.01%	751
2022 Q4	$58.7K	Hold	351	–	–	0.01%	750
2022 Q3	$54K	Hold	351	–	–	0.01%	826
2022 Q2	$56K	Hold	351	–	–	0.01%	833
2022 Q1	$68K	Hold	351	–	–	﹤0.01%	864
2021 Q4	$71K	Hold	351	–	–	﹤0.01%	902
2021 Q3	$64K	Buy	351 +176	+101%	+$32.8K	﹤0.01%	926
2021 Q2	$32K	Hold	175	–	–	﹤0.01%	1122
2021 Q1	$29K	Hold	175	–	–	﹤0.01%	1086
2020 Q4	$28K	Hold	175	–	–	﹤0.01%	1037
2020 Q3	$26K	Buy	+175	New	+$25.4K	﹤0.01%	1028
2020 Q2	–	Sell	-200	Closed	-$22K	–	1866
2020 Q1	$22K	Buy	200 +100	+100%	+$13.2K	﹤0.01%	1047
2019 Q4	$14K	Hold	100	–	–	﹤0.01%	1291
2019 Q3	$13K	Buy	+100	New	+$12.9K	﹤0.01%	1309

Other funds holding MMTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

LWM

Lifetime Wealth Management Rockwall, Texas $171M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisornet Financial's MMTM Position: Q2 2026 in Review

Advisornet Financial held its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) position steady in Q2 2026 at 200 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Advisornet Financial first reported a position in MMTM in Q3 2019 and has held it in 27 quarters since. The position peaked at $142K in Q4 2025. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Advisornet Financial held 200 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $62.6K as of Q2 2026.
Advisornet Financial left its State Street SPDR S&P 1500 Momentum Tilt ETF share count unchanged in Q2 2026.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1040 holding.
Advisornet Financial first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2019 and has held it in 27 quarters since.
Advisornet Financial's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $142K in Q4 2025.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.