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

JFS Wealth 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	$83.6K	Hold	267	–	–	﹤0.01%	457
2026 Q1	$74.8K	Hold	267	–	–	﹤0.01%	447
2025 Q4	$78K	Hold	267	–	–	﹤0.01%	450
2025 Q3	$76.3K	Hold	267	–	–	﹤0.01%	442
2025 Q2	$71.2K	Hold	267	–	–	﹤0.01%	416
2025 Q1	$64.3K	Hold	267	–	–	﹤0.01%	432
2024 Q4	$69.5K	Hold	267	–	–	﹤0.01%	406
2024 Q3	$67.2K	Hold	267	–	–	﹤0.01%	422
2024 Q2	$64.9K	Hold	267	–	–	0.01%	381
2024 Q1	$61.4K	Hold	267	–	–	﹤0.01%	388
2023 Q4	$54K	Hold	267	–	–	﹤0.01%	390
2023 Q3	$47.8K	Hold	267	–	–	﹤0.01%	380
2023 Q2	$49.5K	Hold	267	–	–	﹤0.01%	370
2023 Q1	$45.1K	Hold	267	–	–	﹤0.01%	386
2022 Q4	$44.6K	Hold	267	–	–	﹤0.01%	382
2022 Q3	$41K	Hold	267	–	–	﹤0.01%	419
2022 Q2	$43K	Hold	267	–	–	﹤0.01%	422
2022 Q1	$52K	Hold	267	–	–	﹤0.01%	417
2021 Q4	$54K	Buy	267 +9	+3%	+$1.77K	0.01%	407
2021 Q3	$47K	Buy	+258	New	+$48.1K	﹤0.01%	418

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

JFS Wealth Advisors's MMTM Position: Q2 2026 in Review

JFS Wealth Advisors held its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) position steady in Q2 2026 at 267 shares worth $83.6K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

JFS Wealth Advisors first reported a position in MMTM in Q3 2021 and has held it in 20 quarters since. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

JFS Wealth Advisors held 267 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $83.6K as of Q2 2026.
JFS Wealth Advisors left its State Street SPDR S&P 1500 Momentum Tilt ETF share count unchanged in Q2 2026.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #457 holding.
JFS Wealth Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2021 and has held it in 20 quarters since.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.