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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

LWM

Lifetime Wealth Management Rockwall, Texas $176M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's MMTM Position: Q1 2026 in Review

AE Wealth Management increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 76% in Q1 2026, buying an estimated $124K and bringing the position to 983 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

AE Wealth Management first reported a position in MMTM in Q4 2025 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

AE Wealth Management held 983 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $275K as of Q1 2026.
AE Wealth Management bought 424 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $124K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1428 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 2 quarters since.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.