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

Professional Financial Advisors’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	$6.75M	Sell	21,561 -178	-0.8%	-$55.3K	1.17%	13
2026 Q1	$6.09M	Buy	21,739 +1,389	+7%	+$407K	1.24%	12
2025 Q4	$5.94M	Buy	20,350 +670	+3%	+$194K	1.21%	12
2025 Q3	$5.62M	Buy	19,680 +682	+4%	+$188K	1.18%	15
2025 Q2	$5.06M	Buy	18,998 +289	+2%	+$71.3K	1.17%	14
2025 Q1	$4.51M	Buy	18,709 +280	+2%	+$72.6K	1.14%	13
2024 Q4	$4.8M	Buy	18,429 +1,342	+8%	+$351K	1.23%	11
2024 Q3	$4.3M	Buy	17,087 +43	+0.3%	+$10.5K	1.12%	16
2024 Q2	$4.14M	Buy	17,044 +171	+1%	+$39.4K	1.14%	14
2024 Q1	$3.88M	Sell	16,873 -7,754	-31%	-$1.68M	1.11%	15
2023 Q4	$4.98M	Buy	24,627 +122	+0.5%	+$23K	1.65%	8
2023 Q3	$4.39M	Sell	24,505 -815	-3%	-$152K	1.99%	7
2023 Q2	$4.7M	Sell	25,320 -1,535	-6%	-$268K	2.43%	7
2023 Q1	$5.2M	Buy	26,855 +720	+3%	+$121K	3.07%	7
2022 Q4	$4.37M	Buy	+26,135	New	+$4.37M	2.96%	4
2020 Q1	–	Sell	-2,018	Closed	-$278K	–	62
2019 Q4	$278K	Buy	+2,018	New	+$268K	0.26%	69

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

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

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

Professional Financial Advisors's MMTM Position: Q2 2026 in Review

Professional Financial Advisors reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 0.82% in Q2 2026, selling an estimated $55.3K and leaving 21,561 shares worth $6.75M. The position accounts for 1.17% of the portfolio, ranked #13.

Professional Financial Advisors first reported a position in MMTM in Q4 2019 and has held it in 16 quarters since. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Professional Financial Advisors held 21,561 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $6.75M as of Q2 2026.
Professional Financial Advisors sold 178 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $55.3K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 1.17% of Professional Financial Advisors's portfolio in Q2 2026, its #13 holding.
Professional Financial Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2019 and has held it in 16 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 Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.