Bank of America
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Bank of America’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Bank of America’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 		$1.4M Sell
4,985
-29
-0.6% -$8.5K ﹤0.01% 4329
2025
Q4 		$1.46M Sell
5,014
-20
-0.4% -$5.79K ﹤0.01% 4290
2025
Q3 		$1.44M Sell
5,034
-168
-3% -$46.2K ﹤0.01% 5091
2025
Q2 		$1.39M Sell
5,202
-122
-2% -$30.1K ﹤0.01% 5063
2025
Q1 		$1.28M Sell
5,324
-49
-0.9% -$12.7K ﹤0.01% 5051
2024
Q4 		$1.4M Sell
5,373
-242
-4% -$63.3K ﹤0.01% 4751
2024
Q3 		$1.41M Sell
5,615
-1,113
-17% -$271K ﹤0.01% 4823
2024
Q2 		$1.63M Sell
6,728
-152
-2% -$35.1K ﹤0.01% 4573
2024
Q1 		$1.58M Buy
6,880
+755
+12% +$164K ﹤0.01% 4609
2023
Q4 		$1.24M Sell
6,125
-444
-7% -$83.8K ﹤0.01% 4824
2023
Q3 		$1.18M Sell
6,569
-710
-10% -$132K ﹤0.01% 4698
2023
Q2 		$1.35M Sell
7,279
-325
-4% -$56.8K ﹤0.01% 4546
2023
Q1 		$1.28M Buy
7,604
+469
+7% +$79K ﹤0.01% 4734
2022
Q4 		$1.19M Sell
7,135
-137
-2% -$22.9K ﹤0.01% 4695
2022
Q3 		$1.12M Buy
7,272
+226
+3% +$38.1K ﹤0.01% 4796
2022
Q2 		$1.13M Buy
7,046
+78
+1% +$13.6K ﹤0.01% 4811
2022
Q1 		$1.35M Sell
6,968
-6,169
-47% -$1.17M ﹤0.01% 4956
2021
Q4 		$2.66M Buy
13,137
+5,751
+78% +$1.13M ﹤0.01% 4276
2021
Q3 		$1.35M Sell
7,386
-370
-5% -$69K ﹤0.01% 4795
2021
Q2 		$1.41M Buy
7,756
+482
+7% +$85K ﹤0.01% 4619
2021
Q1 		$1.21M Buy
7,274
+922
+15% +$151K ﹤0.01% 4674
2020
Q4 		$1.03M Sell
6,352
-813
-11% -$126K ﹤0.01% 4477
2020
Q3 		$1.06M Sell
7,165
-2,383
-25% -$346K ﹤0.01% 4160
2020
Q2 		$1.28M Sell
9,548
-2,855
-23% -$360K ﹤0.01% 3954
2020
Q1 		$1.38M Sell
12,403
-807
-6% -$106K ﹤0.01% 3789
2019
Q4 		$1.82M Sell
13,210
-667
-5% -$88.6K ﹤0.01% 4077
2019
Q3 		$1.8M Sell
13,877
-324
-2% -$41.9K ﹤0.01% 4140
2019
Q2 		$1.81M Sell
14,201
-1,000
-7% -$125K ﹤0.01% 4108
2019
Q1 		$1.88M Buy
15,201
+699
+5% +$82.3K ﹤0.01% 4041
2018
Q4 		$1.56M Buy
14,502
+119
+0.8% +$13.9K ﹤0.01% 4044
2018
Q3 		$1.85M Buy
14,383
+666
+5% +$83.5K ﹤0.01% 4041
2018
Q2 		$1.64M Buy
13,717
+1,858
+16% +$221K ﹤0.01% 4125
2018
Q1 		$1.38M Buy
11,859
+599
+5% +$71.1K ﹤0.01% 4159
2017
Q4 		$1.29M Buy
11,260
+1,578
+16% +$176K ﹤0.01% 4314
2017
Q3 		$1.03M Buy
9,682
+784
+9% +$81.9K ﹤0.01% 4487
2017
Q2 		$902K Buy
8,898
+4,052
+84% +$408K ﹤0.01% 4503
2017
Q1 		$476K Sell
4,846
-3,604
-43% -$351K ﹤0.01% 4913
2016
Q4 		$792K Sell
8,450
-78
-0.9% -$7.22K ﹤0.01% 4499
2016
Q3 		$786K Sell
8,528
-2,330
-21% -$216K ﹤0.01% 4322
2016
Q2 		$982K Sell
10,858
-3,752
-26% -$334K ﹤0.01% 4195
2016
Q1 		$1.29M Sell
14,610
-21,809
-60% -$1.84M ﹤0.01% 3917
2015
Q4 		$3.28M Sell
36,419
-28,842
-44% -$2.55M ﹤0.01% 3351
2015
Q3 		$5.36M Sell
65,261
-62,480
-49% -$5.47M ﹤0.01% 2811
2015
Q2 		$11.3M Buy
127,741
+1,775
+1% +$159K ﹤0.01% 1828
2015
Q1 		$11.2M Buy
125,966
+5,678
+5% +$498K ﹤0.01% 1766
2014
Q4 		$10.6M Buy
120,288
+6,188
+5% +$526K ﹤0.01% 1886
2014
Q3 		$9.59M Buy
114,100
+1,271
+1% +$107K ﹤0.01% 1981
2014
Q2 		$9.4M Buy
+112,829
New +$9.07M ﹤0.01% 1995

Other funds holding MMTM

LPL Financial
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America's MMTM Position: Q1 2026 in Review

Bank of America reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 0.58% in Q1 2026, selling an estimated $8.5K and leaving 4,985 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #4329.

Bank of America first reported a position in MMTM in Q2 2014 and has held it in 48 quarters since. The position peaked at $11.3M in Q2 2015. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

  • Bank of America held 4,985 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $1.4M as of Q1 2026.
  • Bank of America sold 29 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $8.5K.
  • State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4329 holding.
  • Bank of America first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2014 and has held it in 48 quarters since.
  • Bank of America's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $11.3M in Q2 2015.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.