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

Citadel 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
2025 Q4	–	Sell	-6,960	Closed	-$1.99M	–	13551
2025 Q3	$1.99M	Buy	6,960 +5,525	+385%	+$1.52M	﹤0.01%	6080
2025 Q2	$383K	Sell	1,435 -7,051	-83%	-$1.74M	﹤0.01%	9248
2025 Q1	$2.04M	Buy	8,486 +6,877	+427%	+$1.78M	﹤0.01%	5492
2024 Q4	$419K	Buy	+1,609	New	+$421K	﹤0.01%	8955
2024 Q3	–	Sell	-3,284	Closed	-$798K	–	14856
2024 Q2	$798K	Buy	3,284 +1,627	+98%	+$375K	﹤0.01%	7048
2024 Q1	$381K	Buy	+1,657	New	+$359K	﹤0.01%	8958
2023 Q3	–	Sell	-1,443	Closed	-$268K	–	14790
2023 Q2	$268K	Sell	1,443 -6,731	-82%	-$1.18M	﹤0.01%	9288
2023 Q1	$1.38M	Buy	+8,174	New	+$1.38M	﹤0.01%	6080
2022 Q2	–	Sell	-12,828	Closed	-$2.48M	–	13642
2022 Q1	$2.48M	Buy	12,828 +9,842	+330%	+$1.87M	﹤0.01%	5620
2021 Q4	$605K	Sell	2,986 -12,852	-81%	-$2.53M	﹤0.01%	9208
2021 Q3	$2.9M	Buy	15,838 +4,048	+34%	+$755K	﹤0.01%	5448
2021 Q2	$2.14M	Buy	11,790 +9,489	+412%	+$1.67M	﹤0.01%	6432
2021 Q1	$383K	Sell	2,301 -17,842	-89%	-$2.93M	﹤0.01%	10287
2020 Q4	$3.27M	Buy	20,143 +12,362	+159%	+$1.91M	﹤0.01%	4448
2020 Q3	$1.16M	Sell	7,781 -5,418	-41%	-$787K	﹤0.01%	5771
2020 Q2	$1.77M	Buy	13,199 +2,910	+28%	+$367K	﹤0.01%	4795
2020 Q1	$1.15M	Sell	10,289 -8,899	-46%	-$1.17M	﹤0.01%	5086
2019 Q4	$2.65M	Buy	+19,188	New	+$2.55M	﹤0.01%	3979
2018 Q4	–	Sell	-2,895	Closed	-$372K	–	9524
2018 Q3	$372K	Buy	+2,895	New	+$363K	﹤0.01%	7213
2017 Q3	–	Sell	-2,438	Closed	-$249K	–	7832
2017 Q2	$249K	Sell	2,438 -3,276	-57%	-$330K	﹤0.01%	6212
2017 Q1	$557K	Sell	5,714 -2,653	-32%	-$258K	﹤0.01%	4831
2016 Q4	$785K	Buy	8,367 +5,378	+180%	+$498K	﹤0.01%	4206
2016 Q3	$276K	Buy	+2,989	New	+$277K	﹤0.01%	5809
2016 Q2	–	Sell	-3,141	Closed	-$277K	–	7171
2016 Q1	$277K	Buy	+3,141	New	+$265K	﹤0.01%	5200

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Citadel Advisors's MMTM Position: Q4 2025 in Review

Citadel Advisors sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q4 2025, closing a stake of 6,960 shares — an estimated $1.99M sold.

Citadel Advisors first reported a position in MMTM in Q1 2016 and held it in 24 quarters. The position peaked at $3.27M in Q4 2020. 49 funds tracked by Wall St. Rank hold MMTM as of Q4 2025.

Citadel Advisors reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q4 2025 after selling out during the quarter.
Citadel Advisors sold 6,960 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2025, an estimated $1.99M.
Citadel Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2016 and held it in 24 quarters.
Citadel Advisors's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $3.27M in Q4 2020.
49 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.