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

ORG 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 Q2	$14.1K	Hold	45	–	–	﹤0.01%	487
2026 Q1	$12.6K	Hold	45	–	–	﹤0.01%	475
2025 Q4	$13.1K	Hold	45	–	–	﹤0.01%	444
2025 Q3	$12.9K	Hold	45	–	–	﹤0.01%	446
2025 Q2	$11.9K	Hold	45	–	–	﹤0.01%	476
2025 Q1	$10.9K	Hold	45	–	–	﹤0.01%	526
2024 Q4	$11.7K	Sell	45 -12	-21%	-$3.14K	﹤0.01%	369
2024 Q3	$14.4K	Buy	+57	New	+$13.9K	﹤0.01%	353

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

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 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

ORG Wealth Partners's MMTM Position: Q2 2026 in Review

ORG Wealth Partners held its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) position steady in Q2 2026 at 45 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

ORG Wealth Partners first reported a position in MMTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.4K in Q3 2024. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

ORG Wealth Partners held 45 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $14.1K as of Q2 2026.
ORG Wealth Partners left its State Street SPDR S&P 1500 Momentum Tilt ETF share count unchanged in Q2 2026.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #487 holding.
ORG Wealth Partners first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $14.4K in Q3 2024.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.