PTC
MMTM icon

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

Private Trust Company’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
-12
Closed -$3.5K – 2662
2025
Q4 		$3.5K Hold
12
– – ﹤0.01% 2250
2025
Q3 		$3.43K Buy
+12
New +$3.3K ﹤0.01% 2248

Other funds holding MMTM

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

Private Trust Company's MMTM Position: Q1 2026 in Review

Private Trust Company sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2026, closing a stake of 12 shares — an estimated $3.5K sold.

Private Trust Company first reported a position in MMTM in Q3 2025 and held it in 2 quarters. The position peaked at $3.5K in Q4 2025. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

  • Private Trust Company reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2026 after selling out during the quarter.
  • Private Trust Company sold 12 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $3.5K.
  • Private Trust Company first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2025 and held it in 2 quarters.
  • Private Trust Company's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $3.5K 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 Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.