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

Optima Capital’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	-275	Closed	-$80.3K	–	850
2025 Q4	$80.3K	Buy	+275	New	+$79.6K	0.03%	252

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 $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

Optima Capital's MMTM Position: Q1 2026 in Review

Optima Capital sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2026, closing a stake of 275 shares — an estimated $80.3K sold.

Optima Capital first reported a position in MMTM in Q4 2025 and held it in 1 quarter. The position peaked at $80.3K in Q4 2025. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

Optima Capital reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 275 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $80.3K.
Optima Capital first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $80.3K in Q4 2025.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.