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

Mariner’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	$6.96M	Buy	24,845 +2,684	+12%	+$786K	0.01%	912
2025 Q4	$6.47M	Buy	22,161 +7,188	+48%	+$2.08M	0.01%	896
2025 Q3	$4.28M	Buy	14,973 +686	+5%	+$189K	0.01%	1009
2025 Q2	$3.81M	Buy	14,287 +1,260	+10%	+$311K	0.01%	990
2025 Q1	$3.14M	Buy	13,027 +2,505	+24%	+$650K	0.01%	996
2024 Q4	$2.74M	Buy	+10,522	New	+$2.75M	﹤0.01%	1051

Other funds holding MMTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

LWM

Lifetime Wealth Management Rockwall, Texas $176M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner's MMTM Position: Q1 2026 in Review

Mariner increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 12% in Q1 2026, buying an estimated $786K and bringing the position to 24,845 shares worth $6.96M. The position accounts for 0.01% of the portfolio, ranked #912.

Mariner first reported a position in MMTM in Q4 2024 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

Mariner held 24,845 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $6.96M as of Q1 2026.
Mariner bought 2,684 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $786K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.01% of Mariner's portfolio in Q1 2026, its #912 holding.
Mariner first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2024 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.