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

Private Advisor 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	$6.35M	Buy	+20,301	New	+$6.31M	0.03%	528
2022 Q4	–	Sell	-15,105	Closed	-$2.33M	–	1859
2022 Q3	$2.33M	Buy	15,105 +76	+0.5%	+$12.8K	0.03%	572
2022 Q2	$2.41M	Buy	15,029 +3,738	+33%	+$651K	0.02%	659
2022 Q1	$2.19M	Buy	+11,291	New	+$2.15M	0.02%	769

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

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

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

Private Advisor Group's MMTM Position: Q2 2026 in Review

Private Advisor Group opened a new position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2026: 20,301 shares worth $6.35M. The stake represents 0.03% of the portfolio and ranks #528 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in MMTM as recently as Q3 2022.

Private Advisor Group first reported a position in MMTM in Q1 2022 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Private Advisor Group held 20,301 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $6.35M as of Q2 2026.
State Street SPDR S&P 1500 Momentum Tilt ETF was a new Private Advisor Group position in Q2 2026.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #528 holding.
Private Advisor Group first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2022 and has held it in 4 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 Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.