RFP
MMTM icon

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
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 $578M AUM 19.5% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Root Financial Partners's MMTM Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2026, closing a stake of 218 shares — an estimated $61.1K sold.

Root Financial Partners first reported a position in MMTM in Q4 2025 and held it in 2 quarters. The position peaked at $63.7K in Q4 2025. 16 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 218 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $61.1K.
  • Root Financial Partners first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $63.7K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.