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

Raymond James Financial’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	$1.46M	Buy	4,667 +209	+5%	+$65K	﹤0.01%	3726
2026 Q1	$1.25M	Sell	4,458 -78	-2%	-$22.9K	﹤0.01%	3707
2025 Q4	$1.32M	Buy	4,536 +221	+5%	+$63.9K	﹤0.01%	3594
2025 Q3	$1.23M	Sell	4,315 -17	-0.4%	-$4.67K	﹤0.01%	3546
2025 Q2	$1.15M	Sell	4,332 -1,406	-25%	-$347K	﹤0.01%	3478
2025 Q1	$1.38M	Buy	5,738 +1,192	+26%	+$309K	﹤0.01%	3256
2024 Q4	$1.18M	Buy	+4,546	New	+$1.19M	﹤0.01%	3336

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

Raymond James Financial's MMTM Position: Q2 2026 in Review

Raymond James Financial increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 4.7% in Q2 2026, buying an estimated $65K and bringing the position to 4,667 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3726.

Raymond James Financial first reported a position in MMTM in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Raymond James Financial held 4,667 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $1.46M as of Q2 2026.
Raymond James Financial bought 209 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $65K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3726 holding.
Raymond James Financial first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2024 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.