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 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 $376B AUM 19.32% 1-Year Est. Return

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

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

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

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

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

MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

Western Wealth Management Golden, Colorado $2.62B AUM 21.3% 1-Year Est. Return

Lifetime Wealth Management Rockwall, Texas $176M AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return