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

MTM Financial Group’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	$3.31M	Buy	10,578 +454	+4%	+$141K	1.42%	18
2026 Q1	$2.84M	Buy	10,124 +1,338	+15%	+$392K	1.33%	22
2025 Q4	$2.57M	Buy	8,786 +1,628	+23%	+$471K	1.23%	23
2025 Q3	$2.04M	Buy	7,158 +1,913	+36%	+$526K	1.01%	28
2025 Q2	$1.4M	Buy	5,245 +1,475	+39%	+$364K	0.76%	33
2025 Q1	$908K	Buy	3,770 +867	+30%	+$225K	0.53%	37
2024 Q4	$756K	Buy	2,903 +839	+41%	+$219K	0.45%	39
2024 Q3	$520K	Buy	2,064 +377	+22%	+$91.6K	0.32%	45
2024 Q2	$410K	Buy	1,687 +260	+18%	+$60K	0.26%	46
2024 Q1	$328K	Buy	1,427 +90	+7%	+$19.5K	0.22%	49
2023 Q4	$270K	Buy	1,337 +155	+13%	+$29.2K	0.2%	45
2023 Q3	$212K	Buy	+1,182	New	+$220K	0.18%	50

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

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

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

MTM Financial Group's MMTM Position: Q2 2026 in Review

MTM Financial Group increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 4.5% in Q2 2026, buying an estimated $141K and bringing the position to 10,578 shares worth $3.31M. The position accounts for 1.42% of the portfolio, ranked #18.

MTM Financial Group first reported a position in MMTM in Q3 2023 and has held it in 12 quarters since. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

MTM Financial Group held 10,578 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $3.31M as of Q2 2026.
MTM Financial Group bought 454 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $141K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 1.42% of MTM Financial Group's portfolio in Q2 2026, its #18 holding.
MTM Financial Group first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2023 and has held it in 12 quarters since.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.