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

Lifetime Wealth Management’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	$1.67M	Sell	5,339 -1,567	-23%	-$487K	0.98%	31
2026 Q1	$1.94M	Buy	6,906 +251	+4%	+$73.5K	1.1%	26
2025 Q4	$1.94M	Buy	+6,655	New	+$1.93M	1.22%	24

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lifetime Wealth Management's MMTM Position: Q2 2026 in Review

Lifetime Wealth Management reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 23% in Q2 2026, selling an estimated $487K and leaving 5,339 shares worth $1.67M. The position accounts for 0.98% of the portfolio, ranked #31.

Lifetime Wealth Management first reported a position in MMTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.94M in Q4 2025. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Lifetime Wealth Management held 5,339 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $1.67M as of Q2 2026.
Lifetime Wealth Management sold 1,567 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $487K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.98% of Lifetime Wealth Management's portfolio in Q2 2026, its #31 holding.
Lifetime Wealth Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2025 and has held it in 3 quarters since.
Lifetime Wealth Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.94M in Q4 2025.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.