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

PAX 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 Q1	–	Sell	-4,346	Closed	-$1.27M	–	215
2025 Q4	$1.27M	Buy	+4,346	New	+$1.26M	0.22%	78
2025 Q1	–	Sell	-4,504	Closed	-$1.17M	–	254
2024 Q4	$1.17M	Buy	4,504 +1,753	+64%	+$458K	0.21%	88
2024 Q3	$693K	Buy	2,751 +1,712	+165%	+$416K	0.12%	143
2024 Q2	$252K	Buy	+1,039	New	+$240K	0.05%	213

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PAX Financial Group's MMTM Position: Q1 2026 in Review

PAX Financial Group sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2026, closing a stake of 4,346 shares — an estimated $1.27M sold.

PAX Financial Group first reported a position in MMTM in Q2 2024 and held it in 4 quarters. The position peaked at $1.27M in Q4 2025. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

PAX Financial Group reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2026 after selling out during the quarter.
PAX Financial Group sold 4,346 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $1.27M.
PAX Financial Group first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2024 and held it in 4 quarters.
PAX Financial Group's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.27M 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 PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.