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

Ethos Capital 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 Q3	$880K	Sell	2,871 -455	-14%	-$139K	0.59%	35
2026 Q2	$1.04M	Sell	3,326 -1,416	-30%	-$440K	0.74%	35
2026 Q1	$1.33M	Sell	4,742 -1,119	-19%	-$328K	1.14%	38
2025 Q4	$1.71M	Buy	+5,861	New	+$1.7M	1.61%	17

Other funds holding MMTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $239M AUM 10.81% 1-Year Est. Return

Newport Capital Group Red Bank, New Jersey $149M AUM 6.77% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return

Ethos Capital Management's MMTM Position: Q3 2026 in Review

Ethos Capital Management reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 14% in Q3 2026, selling an estimated $139K and leaving 2,871 shares worth $880K. The position accounts for 0.59% of the portfolio, ranked #35.

Ethos Capital Management first reported a position in MMTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.71M in Q4 2025. 35 funds tracked by Wall St. Rank hold MMTM as of Q3 2026.

Ethos Capital Management held 2,871 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $880K as of Q3 2026.
Ethos Capital Management sold 455 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q3 2026, an estimated $139K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.59% of Ethos Capital Management's portfolio in Q3 2026, its #35 holding.
Ethos Capital Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2025 and has held it in 4 quarters since.
Ethos Capital Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.71M in Q4 2025.
35 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.