Cambridge Investment Research Advisors
MMTM icon

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
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
LPL Financial San Diego, California $376B 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 $213M AUM 10.14% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.62B AUM 21.3% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return