Baltimore-Washington Financial Advisors’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Baltimore-Washington Financial Advisors’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	$21.7M	Buy	77,330 +4,836	+7%	+$1.42M	0.93%	40
2025 Q4	$21.2M	Buy	72,494 +4,739	+7%	+$1.37M	0.88%	42
2025 Q3	$19.4M	Buy	67,755 +3,346	+5%	+$920K	0.83%	44
2025 Q2	$17.2M	Buy	64,409 +1,942	+3%	+$479K	0.8%	45
2025 Q1	$15M	Buy	62,467 +3,216	+5%	+$834K	0.8%	44
2024 Q4	$15.4M	Buy	59,251 +11,684	+25%	+$3.06M	0.79%	44
2024 Q3	$12M	Buy	47,567 +2,846	+6%	+$692K	0.64%	53
2024 Q2	$10.9M	Buy	44,721 +4,132	+10%	+$953K	0.63%	55
2024 Q1	$9.33M	Buy	40,589 +2,502	+7%	+$542K	0.58%	58
2023 Q4	$7.7M	Buy	38,087 +1,830	+5%	+$345K	0.53%	63
2023 Q3	$6.5M	Buy	36,257 +1,434	+4%	+$267K	0.53%	63
2023 Q2	$6.46M	Buy	34,823 +15,401	+79%	+$2.69M	0.51%	60
2023 Q1	$3.28M	Buy	19,422 +1,555	+9%	+$262K	0.29%	79
2022 Q4	$2.99M	Buy	17,867 +2,159	+14%	+$361K	0.29%	77
2022 Q3	$2.47M	Buy	15,708 +533	+4%	+$89.8K	0.21%	75
2022 Q2	$2.43M	Buy	15,175 +9,392	+162%	+$1.63M	0.26%	76
2022 Q1	$964K	Sell	5,783 -7,056	-55%	-$1.34M	0.09%	99
2021 Q4	$2.6M	Buy	12,839 +3,274	+34%	+$645K	0.21%	82
2021 Q3	$1.75M	Buy	9,565 +1,104	+13%	+$206K	0.15%	85
2021 Q2	$1.54M	Buy	8,461 +2,678	+46%	+$472K	0.14%	84
2021 Q1	$961K	Buy	5,783 +2,346	+68%	+$385K	0.1%	87
2020 Q4	$557K	Buy	3,437 +1,155	+51%	+$179K	0.06%	92
2020 Q3	$338K	Buy	+2,282	New	+$332K	0.04%	93

Other funds holding MMTM

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baltimore-Washington Financial Advisors's MMTM Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 6.7% in Q1 2026, buying an estimated $1.42M and bringing the position to 77,330 shares worth $21.7M. The position accounts for 0.93% of the portfolio, ranked #40.

Baltimore-Washington Financial Advisors first reported a position in MMTM in Q3 2020 and has held it in 23 quarters since. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

Baltimore-Washington Financial Advisors held 77,330 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $21.7M as of Q1 2026.
Baltimore-Washington Financial Advisors bought 4,836 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $1.42M.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.93% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #40 holding.
Baltimore-Washington Financial Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2020 and has held it in 23 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 Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.