Cambridge Investment Research Advisors’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Cambridge Investment Research 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 Q2	$579K	Sell	1,849 -14	-0.8%	-$4.35K	﹤0.01%	2825
2026 Q1	$522K	Sell	1,863 -48	-3%	-$14.1K	﹤0.01%	2767
2025 Q4	$558K	Sell	1,911 -60	-3%	-$17.4K	﹤0.01%	2611
2025 Q3	$563K	Buy	1,971 +23	+1%	+$6.32K	﹤0.01%	2558
2025 Q2	$519K	Sell	1,948 -77	-4%	-$19K	﹤0.01%	2516
2025 Q1	$488K	Buy	+2,025	New	+$525K	﹤0.01%	2461
2024 Q2	–	Sell	-956	Closed	-$220K	–	3389
2024 Q1	$220K	Sell	956 -350	-27%	-$75.8K	﹤0.01%	2954
2023 Q4	$264K	Sell	1,306 -31	-2%	-$5.85K	﹤0.01%	2690
2023 Q3	$240K	Sell	1,337 -353	-21%	-$65.7K	﹤0.01%	2671
2023 Q2	$314K	Buy	1,690 +14	+0.8%	+$2.45K	﹤0.01%	2487
2023 Q1	$283K	Buy	+1,676	New	+$282K	﹤0.01%	2539

Other funds holding MMTM

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 $578M AUM 19.5% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors's MMTM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 0.75% in Q2 2026, selling an estimated $4.35K and leaving 1,849 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

Cambridge Investment Research Advisors first reported a position in MMTM in Q1 2023 and has held it in 11 quarters since. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Cambridge Investment Research Advisors held 1,849 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $579K as of Q2 2026.
Cambridge Investment Research Advisors sold 14 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $4.35K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2825 holding.
Cambridge Investment Research Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2023 and has held it in 11 quarters since.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.