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BFC Planning, Inc.’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

BFC Planning, Inc.’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 		– Sell
-1
Closed -$313 – 3558
2026
Q2 		$313 Hold
1
– – ﹤0.01% 3294
2026
Q1 		$280 Hold
1
– – ﹤0.01% 2908
2025
Q4 		$292 Buy
+1
New +$289 ﹤0.01% 3002

Other funds holding MMTM

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Steward Partners Investment Advisory
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Private Advisor Group
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
Newport Capital Group Red Bank, New Jersey $149M AUM 6.77% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Lifetime Wealth Management
Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return

BFC Planning, Inc.'s MMTM Position: Q3 2026 in Review

BFC Planning, Inc. sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q3 2026, closing a stake of 1 share — an estimated $313 sold.

BFC Planning, Inc. first reported a position in MMTM in Q4 2025 and held it in 3 quarters. The position peaked at $313 in Q2 2026. 35 funds tracked by Wall St. Rank hold MMTM as of Q3 2026.

  • BFC Planning, Inc. reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 1 State Street SPDR S&P 1500 Momentum Tilt ETF share in Q3 2026, an estimated $313.
  • BFC Planning, Inc. first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2025 and held it in 3 quarters.
  • BFC Planning, Inc.'s State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $313 in Q2 2026.
  • 35 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.