Gateway Wealth Partners’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Gateway Wealth Partners’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	$653K	Sell	2,085 -2,195	-51%	-$682K	0.04%	408
2026 Q1	$1.2M	Buy	4,280 +1,271	+42%	+$372K	0.05%	340
2025 Q4	$879K	Sell	3,009 -166	-5%	-$48K	0.1%	201
2025 Q3	$907K	Sell	3,175 -228	-7%	-$62.7K	0.12%	171
2025 Q2	$907K	Sell	3,403 -240	-7%	-$59.2K	0.17%	130
2025 Q1	$878K	Buy	3,643 +181	+5%	+$46.9K	0.2%	120
2024 Q4	$901K	Buy	3,462 +262	+8%	+$68.5K	0.23%	101
2024 Q3	$806K	Buy	3,200 +825	+35%	+$201K	0.22%	100
2024 Q2	$577K	Buy	2,375 +395	+20%	+$91.1K	0.17%	139
2024 Q1	$455K	Buy	1,980 +546	+38%	+$118K	0.16%	124
2023 Q4	$290K	Buy	+1,434	New	+$271K	0.12%	159

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

Gateway Wealth Partners's MMTM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 51% in Q2 2026, selling an estimated $682K and leaving 2,085 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #408.

Gateway Wealth Partners first reported a position in MMTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q1 2026. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Gateway Wealth Partners held 2,085 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $653K as of Q2 2026.
Gateway Wealth Partners sold 2,195 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $682K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #408 holding.
Gateway Wealth Partners first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.2M in Q1 2026.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.