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

Southland Equity 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	$645K	Sell	2,060 -2	-0.1%	-$622	0.11%	138
2026 Q1	$578K	Sell	2,062 -94	-4%	-$27.5K	0.11%	128
2025 Q4	$630K	Sell	2,156 -1	-0%	-$289	0.12%	122
2025 Q3	$616K	Sell	2,157 -7	-0.3%	-$1.93K	0.12%	118
2025 Q2	$577K	Sell	2,164 -32	-1%	-$7.89K	0.13%	112
2025 Q1	$529K	Sell	2,196 -1	-0%	-$259	0.12%	117
2024 Q4	$572K	Sell	2,197 -10	-0.5%	-$2.62K	0.13%	113
2024 Q3	$556K	Sell	2,207 -41	-2%	-$9.97K	0.14%	107
2024 Q2	$546K	Sell	2,248 -78	-3%	-$18K	0.16%	89
2024 Q1	$535K	Sell	2,326 -63	-3%	-$13.6K	0.15%	95
2023 Q4	$483K	Sell	2,389 -119	-5%	-$22.5K	0.15%	96
2023 Q3	$449K	Sell	2,508 -16	-0.6%	-$2.98K	0.15%	93
2023 Q2	$468K	Sell	2,524 -57	-2%	-$9.96K	0.16%	88
2023 Q1	$436K	Sell	2,581 -17	-0.7%	-$2.86K	0.17%	96
2022 Q4	$434K	Sell	2,598 -65	-2%	-$10.9K	0.17%	89
2022 Q3	$411K	Sell	2,663 -75	-3%	-$12.6K	0.2%	85
2022 Q2	$438K	Sell	2,738 -25	-0.9%	-$4.35K	0.2%	90
2022 Q1	$535K	Sell	2,763 -1	-0%	-$190	0.22%	77
2021 Q4	$560K	Sell	2,764 -2	-0.1%	-$394	0.23%	80
2021 Q3	$507K	Sell	2,766 -3	-0.1%	-$560	0.23%	74
2021 Q2	$503K	Sell	2,769 -304	-10%	-$53.6K	0.24%	76
2021 Q1	$511K	Sell	3,073 -30	-1%	-$4.93K	0.29%	69
2020 Q4	$503K	Buy	+3,103	New	+$480K	0.34%	66

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

Southland Equity Partners's MMTM Position: Q2 2026 in Review

Southland Equity Partners reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 0.1% in Q2 2026, selling an estimated $622 and leaving 2,060 shares worth $645K. The position accounts for 0.11% of the portfolio, ranked #138.

Southland Equity Partners first reported a position in MMTM in Q4 2020 and has held it in 23 quarters since. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Southland Equity Partners held 2,060 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $645K as of Q2 2026.
Southland Equity Partners sold 2 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $622.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.11% of Southland Equity Partners's portfolio in Q2 2026, its #138 holding.
Southland Equity Partners first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2020 and has held it in 23 quarters since.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.