Envestnet Asset Management’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Envestnet Asset Management’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	$291K	Buy	930 +45	+5%	+$14K	﹤0.01%	4449
2026 Q1	$248K	Sell	885 -167	-16%	-$48.9K	﹤0.01%	4398
2025 Q4	$307K	Buy	1,052 +128	+14%	+$37K	﹤0.01%	4027
2025 Q3	$264K	Buy	+924	New	+$254K	﹤0.01%	4160

Other funds holding MMTM

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management's MMTM Position: Q2 2026 in Review

Envestnet Asset Management increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 5.1% in Q2 2026, buying an estimated $14K and bringing the position to 930 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #4449.

Envestnet Asset Management first reported a position in MMTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $307K in Q4 2025. 23 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Envestnet Asset Management held 930 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $291K as of Q2 2026.
Envestnet Asset Management bought 45 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $14K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4449 holding.
Envestnet Asset Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2025 and has held it in 4 quarters since.
Envestnet Asset Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $307K in Q4 2025.
23 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.