IFP Advisors
MMTM icon

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

IFP Advisors’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 		$556K Sell
1,813
-373
-17% -$114K 0.01% 1007
2026
Q2 		$684K Sell
2,186
-301
-12% -$93.6K 0.01% 905
2026
Q1 		$697K Sell
2,487
-421
-14% -$123K 0.01% 833
2025
Q4 		$849K Sell
2,908
-149
-5% -$43.1K 0.02% 717
2025
Q3 		$873K Sell
3,057
-738
-19% -$203K 0.02% 658
2025
Q2 		$1.01M Buy
3,795
+642
+20% +$158K 0.03% 575
2025
Q1 		$760K Hold
3,153
– – 0.02% 627
2024
Q4 		$821K Hold
3,153
– – 0.03% 575
2024
Q3 		$794K Sell
3,153
-602
-16% -$146K 0.03% 535
2024
Q2 		$912K Hold
3,755
– – 0.04% 464
2024
Q1 		$863K Hold
3,755
– – 0.04% 443
2023
Q4 		$759K Hold
3,755
– – 0.04% 462
2023
Q3 		$673K Sell
3,755
-300
-7% -$55.8K 0.03% 496
2023
Q2 		$752K Hold
4,055
– – 0.03% 518
2023
Q1 		$490K Hold
4,055
– – 0.02% 616
2022
Q4 		$488K Sell
4,055
-147
-3% -$24.6K 0.01% 905
2022
Q3 		$506K Hold
4,202
– – 0.01% 933
2022
Q2 		$506K Hold
4,202
– – 0.02% 848
2022
Q1 		$506K Buy
+4,202
New +$800K 0.02% 848
2021
Q1 		– Sell
-4,277
Closed -$703K – 3144
2020
Q4 		$694K Hold
4,277
– – 0.03% 419
2020
Q3 		$636K Buy
4,277
+3,779
+759% +$549K 0.04% 381
2020
Q2 		$66K Sell
498
-1,725
-78% -$218K 0.01% 1089
2020
Q1 		$254K Buy
2,223
+2,052
+1,200% +$270K 0.03% 505
2019
Q4 		$24K Buy
171
+164
+2,343% +$21.8K ﹤0.01% 1542
2019
Q3 		$1K Buy
+7
New +$906 ﹤0.01% 2894
2019
Q1 		$33K Sell
268
-6,337
-96% -$746K ﹤0.01% 1137
2018
Q4 		$705K Buy
6,605
+6,337
+2,365% +$742K 0.04% 442
2018
Q3 		$34K Hold
268
– – ﹤0.01% 2131
2018
Q2 		$32K Buy
+268
New +$31.9K ﹤0.01% 2179
2016
Q2 		– Sell
-268
Closed -$33K – 3976
2016
Q1 		$33K Buy
+268
New +$22.6K ﹤0.01% 1139

Other funds holding MMTM

PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Newport Capital Group
Newport Capital Group Red Bank, New Jersey $149M AUM 6.77% 1-Year Est. Return
Lifetime Wealth Management
Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
First Community Trust
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

IFP Advisors's MMTM Position: Q3 2026 in Review

IFP Advisors reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 17% in Q3 2026, selling an estimated $114K and leaving 1,813 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #1007.

IFP Advisors first reported a position in MMTM in Q1 2016 and has held it in 30 quarters since. The position peaked at $1.01M in Q2 2025. 10 funds tracked by Wall St. Rank hold MMTM as of Q3 2026.

  • IFP Advisors held 1,813 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $556K as of Q3 2026.
  • IFP Advisors sold 373 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q3 2026, an estimated $114K.
  • State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1007 holding.
  • IFP Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2016 and has held it in 30 quarters since.
  • IFP Advisors's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.01M in Q2 2025.
  • 10 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.