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

Fidelity Investments’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	$40.4K	Buy	+129	New	+$40.1K	﹤0.01%	4399
2025 Q2	–	Sell	-15	Closed	-$3.61K	–	5434
2025 Q1	$3.61K	Hold	15	–	–	﹤0.01%	4784
2024 Q4	$3.9K	Hold	15	–	–	﹤0.01%	4716
2024 Q3	$3.78K	Sell	15 -10	-40%	-$2.43K	﹤0.01%	4679
2024 Q2	$6.07K	Buy	+25	New	+$5.77K	﹤0.01%	4488
2024 Q1	–	Sell	-1	Closed	-$202	–	5582
2023 Q4	$202	Buy	+1	New	+$189	﹤0.01%	4886
2019 Q3	–	Sell	-1	Closed	–	–	4067
2019 Q2	$0	Buy	+1	New	+$125	﹤0.01%	4016

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

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

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

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

LWM

Lifetime Wealth Management Rockwall, Texas $171M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments's MMTM Position: Q2 2026 in Review

Fidelity Investments opened a new position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2026: 129 shares worth $40.4K. The stake represents ﹤0.01% of the portfolio and ranks #4399 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in MMTM as recently as Q1 2025.

Fidelity Investments first reported a position in MMTM in Q2 2019 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Fidelity Investments held 129 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $40.4K as of Q2 2026.
State Street SPDR S&P 1500 Momentum Tilt ETF was a new Fidelity Investments position in Q2 2026.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4399 holding.
Fidelity Investments first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2019 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.