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

Level Four 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	$345K	Sell	1,101 -30	-3%	-$9.32K	0.01%	719
2026 Q1	$317K	Hold	1,131	–	–	0.01%	699
2025 Q4	$330K	Hold	1,131	–	–	0.01%	666
2025 Q3	$323K	Sell	1,131 -195	-15%	-$53.6K	0.01%	652
2025 Q2	$353K	Sell	1,326 -28	-2%	-$6.91K	0.01%	613
2025 Q1	$326K	Buy	+1,354	New	+$351K	0.01%	613

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

Level Four Advisory Services's MMTM Position: Q2 2026 in Review

Level Four Advisory Services reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 2.7% in Q2 2026, selling an estimated $9.32K and leaving 1,101 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #719.

Level Four Advisory Services first reported a position in MMTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $353K in Q2 2025. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Level Four Advisory Services held 1,101 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $345K as of Q2 2026.
Level Four Advisory Services sold 30 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $9.32K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #719 holding.
Level Four Advisory Services first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2025 and has held it in 6 quarters since.
Level Four Advisory Services's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $353K in Q2 2025.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.