Chicago Partners Investment Group’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Chicago Partners Investment Group’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	$293K	Buy	969 +65	+7%	+$20.2K	0.01%	1257
2026 Q1	$282K	Buy	904 +167	+23%	+$48.9K	0.01%	1175
2025 Q4	$218K	Buy	+737	New	+$213K	0.01%	1199

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

Chicago Partners Investment Group's MMTM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 7.2% in Q2 2026, buying an estimated $20.2K and bringing the position to 969 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #1257.

Chicago Partners Investment Group first reported a position in MMTM in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Chicago Partners Investment Group held 969 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $293K as of Q2 2026.
Chicago Partners Investment Group bought 65 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $20.2K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1257 holding.
Chicago Partners Investment Group first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2025 and has held it in 3 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 Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.