Kestra Advisory Services’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Kestra Advisory Services’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	$937K	Sell	2,993 -34	-1%	-$10.6K	﹤0.01%	1887
2026 Q1	$848K	Sell	3,027 -91	-3%	-$26.7K	﹤0.01%	1847
2025 Q4	$911K	Buy	3,118 +300	+11%	+$86.8K	﹤0.01%	1728
2025 Q3	$805K	Buy	2,818 +1,234	+78%	+$339K	﹤0.01%	1737
2025 Q2	$422K	Sell	1,584 -138	-8%	-$34K	﹤0.01%	2091
2025 Q1	$415K	Buy	1,722 +2	+0.1%	+$519	﹤0.01%	1940
2024 Q4	$448K	Sell	1,720 -43	-2%	-$11.2K	﹤0.01%	1945
2024 Q3	$444K	Buy	1,763 +1	+0.1%	+$243	﹤0.01%	1842
2024 Q2	$428K	Sell	1,762 -823	-32%	-$190K	﹤0.01%	1881
2024 Q1	$594K	Sell	2,585 -364	-12%	-$78.8K	﹤0.01%	1554
2023 Q4	$596K	Buy	+2,949	New	+$556K	﹤0.01%	1416

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

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 $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

Kestra Advisory Services's MMTM Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 1.1% in Q2 2026, selling an estimated $10.6K and leaving 2,993 shares worth $937K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Kestra Advisory Services first reported a position in MMTM in Q4 2023 and has held it in 11 quarters since. 17 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Kestra Advisory Services held 2,993 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $937K as of Q2 2026.
Kestra Advisory Services sold 34 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $10.6K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1887 holding.
Kestra Advisory Services first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2023 and has held it in 11 quarters since.
17 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.