J.W. Cole Advisors’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

J.W. Cole 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	$417K	Buy	1,331 +1	+0.1%	+$311	0.01%	1107
2026 Q1	$373K	Buy	1,330 +231	+21%	+$67.7K	0.01%	570
2025 Q4	$321K	Buy	1,099 +105	+11%	+$30.4K	0.01%	1075
2025 Q3	$284K	Buy	994 +1	+0.1%	+$275	0.01%	1240
2025 Q2	$265K	Buy	993 +30	+3%	+$7.4K	0.01%	1197
2025 Q1	$232K	Buy	963 +183	+23%	+$47.5K	0.01%	1079
2024 Q4	$203K	Buy	+780	New	+$204K	0.01%	905

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SEP

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CWM

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

J.W. Cole Advisors's MMTM Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 0.08% in Q2 2026, buying an estimated $311 and bringing the position to 1,331 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #1107.

J.W. Cole Advisors first reported a position in MMTM in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

J.W. Cole Advisors held 1,331 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $417K as of Q2 2026.
J.W. Cole Advisors bought 1 State Street SPDR S&P 1500 Momentum Tilt ETF share in Q2 2026, an estimated $311.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1107 holding.
J.W. Cole Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2024 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.