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

Integrated Wealth Concepts’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	$247K	Buy	+790	New	+$246K	﹤0.01%	2204
2022 Q1	–	Sell	-1,397	Closed	-$283K	–	1011
2021 Q4	$283K	Sell	1,397 -105	-7%	-$20.7K	0.01%	799
2021 Q3	$275K	Sell	1,502 -910	-38%	-$170K	0.01%	776
2021 Q2	$438K	Sell	2,412 -4,954	-67%	-$874K	0.02%	560
2021 Q1	$1.23M	Buy	7,366 +2,024	+38%	+$333K	0.05%	264
2020 Q4	$866K	Buy	+5,342	New	+$827K	0.04%	277

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

Integrated Wealth Concepts's MMTM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2026: 790 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #2204 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in MMTM as recently as Q4 2021.

Integrated Wealth Concepts first reported a position in MMTM in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.23M in Q1 2021. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Integrated Wealth Concepts held 790 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $247K as of Q2 2026.
State Street SPDR S&P 1500 Momentum Tilt ETF was a new Integrated Wealth Concepts position in Q2 2026.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2204 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2020 and has held it in 6 quarters since.
Integrated Wealth Concepts's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.23M in Q1 2021.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.