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 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%	932
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%	1137

Other funds holding MMTM

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 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

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

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

IFP Advisors's MMTM Position: Q2 2026 in Review

IFP Advisors reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 12% in Q2 2026, selling an estimated $93.6K and leaving 2,186 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #905.

IFP Advisors first reported a position in MMTM in Q1 2016 and has held it in 29 quarters since. The position peaked at $1.01M in Q2 2025. 17 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

IFP Advisors held 2,186 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $684K as of Q2 2026.
IFP Advisors sold 301 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $93.6K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #905 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 29 quarters since.
IFP Advisors's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.01M in Q2 2025.
17 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.