Steward Partners Investment Advisory’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Steward Partners Investment Advisory’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	$8.22M	Buy	26,252 +76	+0.3%	+$23.6K	0.04%	401
2026 Q1	$7.33M	Buy	26,176 +2,026	+8%	+$594K	0.04%	404
2025 Q4	$7.05M	Buy	24,150 +222	+0.9%	+$64.2K	0.04%	386
2025 Q3	$6.84M	Buy	23,928 +230	+1%	+$63.2K	0.04%	388
2025 Q2	$6.32M	Buy	23,698 +2,608	+12%	+$643K	0.05%	367
2025 Q1	$5.08M	Buy	21,090 +3,844	+22%	+$997K	0.04%	393
2024 Q4	$4.49M	Buy	17,246 +1,565	+10%	+$409K	0.04%	406
2024 Q3	$3.95M	Buy	15,681 +633	+4%	+$154K	0.04%	429
2024 Q2	$3.66M	Buy	15,048 +927	+7%	+$214K	0.04%	411
2024 Q1	$3.25M	Buy	14,121 +571	+4%	+$124K	0.04%	437
2023 Q4	$2.74M	Buy	13,550 +723	+6%	+$136K	0.04%	425
2023 Q3	$2.3M	Buy	12,827 +2,315	+22%	+$431K	0.04%	439
2023 Q2	$1.95M	Buy	10,512 +1,621	+18%	+$283K	0.03%	486
2023 Q1	$1.5M	Buy	8,891 +2,497	+39%	+$421K	0.02%	552
2022 Q4	$1.07M	Buy	6,394 +398	+7%	+$66.6K	0.02%	643
2022 Q3	$925K	Buy	5,996 +857	+17%	+$144K	0.02%	648
2022 Q2	$823K	Buy	5,139 +4,792	+1,381%	+$834K	0.02%	700
2022 Q1	$67K	Buy	+347	New	+$66K	﹤0.01%	1765

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steward Partners Investment Advisory's MMTM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 0.29% in Q2 2026, buying an estimated $23.6K and bringing the position to 26,252 shares worth $8.22M. The position accounts for 0.04% of the portfolio, ranked #401.

Steward Partners Investment Advisory first reported a position in MMTM in Q1 2022 and has held it in 18 quarters since. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Steward Partners Investment Advisory held 26,252 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $8.22M as of Q2 2026.
Steward Partners Investment Advisory bought 76 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $23.6K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #401 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2022 and has held it in 18 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.