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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
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

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Ethos Capital Management's MMTM Position: Q2 2026 in Review

Ethos Capital Management reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 30% in Q2 2026, selling an estimated $440K and leaving 3,326 shares worth $1.04M. The position accounts for 0.74% of the portfolio, ranked #35.

Ethos Capital Management first reported a position in MMTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.71M in Q4 2025. 23 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

  • Ethos Capital Management held 3,326 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $1.04M as of Q2 2026.
  • Ethos Capital Management sold 1,416 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $440K.
  • State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.74% of Ethos Capital Management's portfolio in Q2 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 3 quarters since.
  • Ethos Capital Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.71M 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 Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.