Sharkey, Howes & Javer’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Sharkey, Howes & Javer’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	–	Sell	-975	Closed	-$285K	–	164
2025 Q4	$285K	Buy	975 +23	+2%	+$6.65K	0.04%	137
2025 Q3	$272K	Sell	952 -2,551	-73%	-$701K	0.03%	139
2025 Q2	$934K	Sell	3,503 -306	-8%	-$75.5K	0.13%	95
2025 Q1	$918K	Buy	3,809 +261	+7%	+$67.7K	0.13%	89
2024 Q4	$924K	Buy	+3,548	New	+$928K	0.13%	87

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sharkey, Howes & Javer's MMTM Position: Q1 2026 in Review

Sharkey, Howes & Javer sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2026, closing a stake of 975 shares — an estimated $285K sold.

Sharkey, Howes & Javer first reported a position in MMTM in Q4 2024 and held it in 5 quarters. The position peaked at $934K in Q2 2025. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

Sharkey, Howes & Javer reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2026 after selling out during the quarter.
Sharkey, Howes & Javer sold 975 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $285K.
Sharkey, Howes & Javer first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2024 and held it in 5 quarters.
Sharkey, Howes & Javer's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $934K in Q2 2025.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2026, filed 8 Apr 2026.