Commonwealth Equity Services
MMTM icon

Commonwealth Equity Services’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Commonwealth Equity Services’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
-733
Closed -$214K – 4395
2025
Q4 		$214K Buy
733
+1
+0.1% +$289 ﹤0.01% 3920
2025
Q3 		$209K Sell
732
-68
-9% -$18.7K ﹤0.01% 3921
2025
Q2 		$213K Sell
800
-46
-5% -$11.3K ﹤0.01% 3872
2025
Q1 		$204K Buy
+846
New +$219K ﹤0.01% 3824

Other funds holding MMTM

LPL Financial
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services's MMTM Position: Q1 2026 in Review

Commonwealth Equity Services sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2026, closing a stake of 733 shares — an estimated $214K sold.

Commonwealth Equity Services first reported a position in MMTM in Q1 2025 and held it in 4 quarters. The position peaked at $214K in Q4 2025. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

  • Commonwealth Equity Services reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 733 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $214K.
  • Commonwealth Equity Services first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2025 and held it in 4 quarters.
  • Commonwealth Equity Services's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $214K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.