Berkshire Money Management’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Berkshire Money 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	–	Sell	-994	Closed	-$290K	–	95
2025 Q4	$290K	Buy	+994	New	+$288K	0.03%	100
2025 Q3	–	Sell	-1,136	Closed	-$303K	–	98
2025 Q2	$303K	Sell	1,136 -452	-28%	-$112K	0.03%	79
2025 Q1	$383K	Sell	1,588 -173	-10%	-$44.9K	0.04%	62
2024 Q4	$458K	Buy	+1,761	New	+$460K	0.05%	56
2024 Q2	–	Sell	-2,046	Closed	-$470K	–	63
2024 Q1	$470K	Buy	+2,046	New	+$443K	0.06%	51

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

Berkshire Money Management's MMTM Position: Q1 2026 in Review

Berkshire Money Management sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2026, closing a stake of 994 shares — an estimated $290K sold.

Berkshire Money Management first reported a position in MMTM in Q1 2024 and held it in 5 quarters. The position peaked at $470K in Q1 2024. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

Berkshire Money Management reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 994 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $290K.
Berkshire Money Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2024 and held it in 5 quarters.
Berkshire Money Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $470K in Q1 2024.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.