Oak Harbor Wealth Partners’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Oak Harbor Wealth Partners’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	–	Sell	-28	Closed	-$8.18K	–	286
2025 Q4	$8.18K	Sell	28 -22	-44%	-$6.37K	﹤0.01%	255
2025 Q3	$14.3K	Hold	50	–	–	﹤0.01%	234
2025 Q2	$13.3K	Hold	50	–	–	﹤0.01%	229
2025 Q1	$12K	Hold	50	–	–	﹤0.01%	237
2024 Q4	$13K	Hold	50	–	–	﹤0.01%	215
2024 Q3	$12.6K	Hold	50	–	–	﹤0.01%	207
2024 Q2	$12.1K	Hold	50	–	–	﹤0.01%	207
2024 Q1	$11.5K	Hold	50	–	–	﹤0.01%	211
2023 Q4	$10.1K	Buy	+50	New	+$9.43K	﹤0.01%	213

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

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

Oak Harbor Wealth Partners's MMTM Position: Q1 2026 in Review

Oak Harbor Wealth Partners sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2026, closing a stake of 28 shares — an estimated $8.18K sold.

Oak Harbor Wealth Partners first reported a position in MMTM in Q4 2023 and held it in 9 quarters. The position peaked at $14.3K in Q3 2025. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

Oak Harbor Wealth Partners reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 28 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $8.18K.
Oak Harbor Wealth Partners first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2023 and held it in 9 quarters.
Oak Harbor Wealth Partners's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $14.3K 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 Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.