AWM
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AE Wealth Management’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

AE Wealth Management’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 		$306K Sell
976
-7
-0.7% -$2.18K ﹤0.01% 1478
2026
Q1 		$275K Buy
983
+424
+76% +$124K ﹤0.01% 1428
2025
Q4 		$163K Buy
+559
New +$162K ﹤0.01% 1564

Other funds holding MMTM

LPL Financial
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 $588M AUM 13.27% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's MMTM Position: Q2 2026 in Review

AE Wealth Management reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 0.71% in Q2 2026, selling an estimated $2.18K and leaving 976 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

AE Wealth Management first reported a position in MMTM in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

  • AE Wealth Management held 976 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $306K as of Q2 2026.
  • AE Wealth Management sold 7 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $2.18K.
  • State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1478 holding.
  • AE Wealth Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.