Morgan Stanley
MMTM icon

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

Morgan Stanley’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 		$5.71M Sell
20,388
-2,362
-10% -$692K ﹤0.01% 4042
2025
Q4 		$6.64M Sell
22,750
-2,174
-9% -$629K ﹤0.01% 3963
2025
Q3 		$7.12M Buy
24,924
+1,447
+6% +$398K ﹤0.01% 3857
2025
Q2 		$6.26M Sell
23,477
-2,698
-10% -$666K ﹤0.01% 3865
2025
Q1 		$6.31M Buy
26,175
+6,290
+32% +$1.63M ﹤0.01% 3728
2024
Q4 		$5.18M Buy
19,885
+9,781
+97% +$2.56M ﹤0.01% 3966
2024
Q3 		$2.54M Buy
10,104
+3,045
+43% +$740K ﹤0.01% 4478
2024
Q2 		$1.71M Buy
7,059
+4,552
+182% +$1.05M ﹤0.01% 4661
2024
Q1 		$576K Sell
2,507
-2,805
-53% -$608K ﹤0.01% 5247
2023
Q4 		$1.07M Buy
5,312
+2,846
+115% +$537K ﹤0.01% 5259
2023
Q3 		$442K Sell
2,466
-628
-20% -$117K ﹤0.01% 5224
2023
Q2 		$574K Buy
3,094
+573
+23% +$100K ﹤0.01% 5136
2023
Q1 		$426K Sell
2,521
-1,002
-28% -$169K ﹤0.01% 5346
2022
Q4 		$589K Sell
3,523
-300
-8% -$50.2K ﹤0.01% 5157
2022
Q3 		$590K Buy
3,823
+2,321
+155% +$391K ﹤0.01% 5183
2022
Q2 		$240K Buy
1,502
+32
+2% +$5.57K ﹤0.01% 5798
2022
Q1 		$285K Sell
1,470
-72
-5% -$13.7K ﹤0.01% 5720
2021
Q4 		$312K Sell
1,542
-91
-6% -$17.9K ﹤0.01% 5823
2021
Q3 		$299K Sell
1,633
-97
-6% -$18.1K ﹤0.01% 5788
2021
Q2 		$314K Sell
1,730
-25,496
-94% -$4.5M ﹤0.01% 5781
2021
Q1 		$4.53M Buy
27,226
+431
+2% +$70.8K ﹤0.01% 3520
2020
Q4 		$4.34M Sell
26,795
-347
-1% -$53.7K ﹤0.01% 3408
2020
Q3 		$4.03M Buy
27,142
+1,829
+7% +$266K ﹤0.01% 2926
2020
Q2 		$3.4M Sell
25,313
-1,458
-5% -$184K ﹤0.01% 3066
2020
Q1 		$2.99M Sell
26,771
-2,030
-7% -$267K ﹤0.01% 2976
2019
Q4 		$3.97M Buy
28,801
+933
+3% +$124K ﹤0.01% 3445
2019
Q3 		$3.62M Buy
27,868
+2,322
+9% +$301K ﹤0.01% 3231
2019
Q2 		$3.27M Sell
25,546
-381
-1% -$47.7K ﹤0.01% 3346
2019
Q1 		$3.2M Buy
25,927
+1,074
+4% +$126K ﹤0.01% 3153
2018
Q4 		$2.68M Sell
24,853
-723
-3% -$84.7K ﹤0.01% 3527
2018
Q3 		$3.28M Sell
25,576
-14,174
-36% -$1.78M ﹤0.01% 3599
2018
Q2 		$4.75M Buy
39,750
+2,719
+7% +$323K ﹤0.01% 3202
2018
Q1 		$4.29M Buy
37,031
+1,945
+6% +$231K ﹤0.01% 3186
2017
Q4 		$4.03M Buy
35,086
+1,024
+3% +$114K ﹤0.01% 3329
2017
Q3 		$3.63M Sell
34,062
-113
-0.3% -$11.8K ﹤0.01% 3307
2017
Q2 		$3.46M Sell
34,175
-1,607
-4% -$162K ﹤0.01% 3276
2017
Q1 		$3.52M Buy
35,782
+30,804
+619% +$3M ﹤0.01% 3251
2016
Q4 		$467K Buy
+4,978
New +$461K ﹤0.01% 4976
2016
Q2 		– Sell
-120
Closed -$11K – 6593
2016
Q1 		$11K Sell
120
-89
-43% -$7.5K ﹤0.01% 6107
2015
Q4 		$19K Sell
209
-436
-68% -$38.6K ﹤0.01% 6052
2015
Q3 		$53K Sell
645
-56
-8% -$4.9K ﹤0.01% 5701
2015
Q2 		$62K Sell
701
-204
-23% -$18.2K ﹤0.01% 5779
2015
Q1 		$80K Sell
905
-40
-4% -$3.51K ﹤0.01% 5617
2014
Q4 		$84K Buy
945
+296
+46% +$25.2K ﹤0.01% 5623
2014
Q3 		$55K Buy
649
+196
+43% +$16.5K ﹤0.01% 5702
2014
Q2 		$38K Sell
453
-20
-4% -$1.61K ﹤0.01% 5849
2014
Q1 		$38K Buy
473
+22
+5% +$1.74K ﹤0.01% 5805
2013
Q4 		$35K Buy
+451
New +$34.1K ﹤0.01% 5725

Other funds holding MMTM

LPL Financial
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
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
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

Morgan Stanley's MMTM Position: Q1 2026 in Review

Morgan Stanley reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 10% in Q1 2026, selling an estimated $692K and leaving 20,388 shares worth $5.71M. The position accounts for ﹤0.01% of the portfolio, ranked #4042.

Morgan Stanley first reported a position in MMTM in Q4 2013 and has held it in 48 quarters since. The position peaked at $7.12M in Q3 2025. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

  • Morgan Stanley held 20,388 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $5.71M as of Q1 2026.
  • Morgan Stanley sold 2,362 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $692K.
  • State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4042 holding.
  • Morgan Stanley first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2013 and has held it in 48 quarters since.
  • Morgan Stanley's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $7.12M in Q3 2025.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.