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 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 $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

LWM

Lifetime Wealth Management Rockwall, Texas $176M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial's MMTM Position: Q1 2026 in Review

Raymond James Financial reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 1.7% in Q1 2026, selling an estimated $22.9K and leaving 4,458 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

Raymond James Financial first reported a position in MMTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q1 2025. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

Raymond James Financial held 4,458 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $1.25M as of Q1 2026.
Raymond James Financial sold 78 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $22.9K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3707 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 6 quarters since.
Raymond James Financial's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.38M in Q1 2025.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.