LPL Financial
MMTM icon

LPL Financial’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

LPL Financial’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
Q1 		$29.3M Buy
104,624
+2,692
+3% +$789K 0.01% 1215
2025
Q4 		$29.8M Buy
101,932
+10,898
+12% +$3.15M 0.01% 1152
2025
Q3 		$26M Buy
91,034
+2,407
+3% +$662K 0.01% 1195
2025
Q2 		$23.6M Sell
88,627
-16,097
-15% -$3.97M 0.01% 1151
2025
Q1 		$25.2M Sell
104,724
-27,369
-21% -$7.1M 0.01% 1013
2024
Q4 		$34.4M Buy
132,093
+49,941
+61% +$13.1M 0.01% 821
2024
Q3 		$20.7M Buy
82,152
+13,072
+19% +$3.18M 0.01% 1029
2024
Q2 		$16.8M Sell
69,080
-106
-0.2% -$24.5K 0.01% 1052
2024
Q1 		$15.9M Sell
69,186
-4,110
-6% -$890K 0.01% 1052
2023
Q4 		$14.8M Buy
73,296
+2,653
+4% +$501K 0.01% 1023
2023
Q3 		$12.7M Buy
70,643
+12,688
+22% +$2.36M 0.01% 1029
2023
Q2 		$10.8M Buy
57,955
+8,967
+18% +$1.57M 0.01% 1094
2023
Q1 		$8.28M Sell
48,988
-85,549
-64% -$14.4M 0.01% 1203
2022
Q4 		$22.5M Buy
134,537
+2,689
+2% +$450K 0.02% 664
2022
Q3 		$20.4M Buy
131,848
+2,186
+2% +$368K 0.02% 649
2022
Q2 		$20.8M Sell
129,662
-15,809
-11% -$2.75M 0.02% 628
2022
Q1 		$28.2M Buy
145,471
+484
+0.3% +$92.1K 0.02% 535
2021
Q4 		$29.4M Buy
144,987
+7,142
+5% +$1.41M 0.02% 523
2021
Q3 		$25.2M Buy
137,845
+5,028
+4% +$938K 0.02% 537
2021
Q2 		$24.1M Sell
132,817
-8,880
-6% -$1.57M 0.02% 526
2021
Q1 		$23.6M Buy
141,697
+691
+0.5% +$114K 0.03% 481
2020
Q4 		$22.9M Buy
141,006
+5,791
+4% +$896K 0.03% 425
2020
Q3 		$20.1M Buy
135,215
+3,120
+2% +$453K 0.03% 397
2020
Q2 		$17.7M Buy
+132,095
New +$16.7M 0.03% 405
2018
Q4 		– Sell
-3,443
Closed -$442K – 3181
2018
Q3 		$442K Buy
+3,443
New +$432K ﹤0.01% 2341

Other funds holding MMTM

BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's MMTM Position: Q1 2026 in Review

LPL Financial increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 2.6% in Q1 2026, buying an estimated $789K and bringing the position to 104,624 shares worth $29.3M. The position accounts for 0.01% of the portfolio, ranked #1215.

LPL Financial first reported a position in MMTM in Q3 2018 and has held it in 25 quarters since. The position peaked at $34.4M in Q4 2024. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

  • LPL Financial held 104,624 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $29.3M as of Q1 2026.
  • LPL Financial bought 2,692 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $789K.
  • State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1215 holding.
  • LPL Financial first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2018 and has held it in 25 quarters since.
  • LPL Financial's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $34.4M in Q4 2024.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.