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

Root Financial Partners’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 Q3	$66.8K	Buy	+218	New	+$66.6K	﹤0.01%	935
2026 Q2	–	Sell	-218	Closed	-$61.1K	–	2091
2026 Q1	$61.1K	Hold	218	–	–	﹤0.01%	780
2025 Q4	$63.7K	Buy	+218	New	+$63.1K	﹤0.01%	622

Other funds holding MMTM

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Newport Capital Group Red Bank, New Jersey $149M AUM 6.77% 1-Year Est. Return

Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Root Financial Partners's MMTM Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q3 2026: 218 shares worth $66.8K. The stake represents ﹤0.01% of the portfolio and ranks #935 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MMTM as recently as Q1 2026.

Root Financial Partners first reported a position in MMTM in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold MMTM as of Q3 2026.

Root Financial Partners held 218 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $66.8K as of Q3 2026.
State Street SPDR S&P 1500 Momentum Tilt ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #935 holding.
Root Financial Partners first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2025 and has held it in 3 quarters since.
10 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.