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
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 $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments's MMTM Position: Q2 2025 in Review

Fidelity Investments sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2025, closing a stake of 15 shares — an estimated $3.61K sold.

Fidelity Investments first reported a position in MMTM in Q2 2019 and held it in 6 quarters. The position peaked at $6.07K in Q2 2024. 38 funds tracked by Wall St. Rank hold MMTM as of Q2 2025.

Fidelity Investments reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2025 after selling out during the quarter.
Fidelity Investments sold 15 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2025, an estimated $3.61K.
Fidelity Investments first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2019 and held it in 6 quarters.
Fidelity Investments's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $6.07K in Q2 2024.
38 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2025.

Based on Fidelity Investments's 13F filing for Q2 2025, filed 14 Aug 2025.