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

CoreCap 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	–	Sell	-18	Closed	-$5.26K	–	3020
2025 Q4	$5.26K	Buy	+18	New	+$5.21K	﹤0.01%	2184
2025 Q1	–	Sell	-4,552	Closed	-$1.18M	–	3246
2024 Q4	$1.18M	Buy	4,552 +304	+7%	+$79.5K	0.05%	307
2024 Q3	$1.07M	Buy	+4,248	New	+$1.03M	0.05%	307

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

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

CoreCap Advisors's MMTM Position: Q1 2026 in Review

CoreCap Advisors sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2026, closing a stake of 18 shares — an estimated $5.26K sold.

CoreCap Advisors first reported a position in MMTM in Q3 2024 and held it in 3 quarters. The position peaked at $1.18M in Q4 2024. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

CoreCap Advisors reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2026 after selling out during the quarter.
CoreCap Advisors sold 18 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $5.26K.
CoreCap Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2024 and held it in 3 quarters.
CoreCap Advisors's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.18M in Q4 2024.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on CoreCap Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.