Wealth Enhancement Advisory Services’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Wealth Enhancement Advisory Services’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	$1.38M	Buy	4,467 +156	+4%	+$47.6K	﹤0.01%	1935
2026 Q2	$1.34M	Sell	4,311 -293	-6%	-$91.1K	﹤0.01%	1866
2026 Q1	$1.31M	Sell	4,604 -4,413	-49%	-$1.29M	﹤0.01%	1641
2025 Q4	$2.68M	Buy	9,017 +100	+1%	+$28.9K	﹤0.01%	1352
2025 Q3	$2.54M	Sell	8,917 -26	-0.3%	-$7.15K	﹤0.01%	1309
2025 Q2	$2.4M	Buy	8,943 +3,349	+60%	+$826K	﹤0.01%	1261
2025 Q1	$1.35M	Sell	5,594 -1,625	-23%	-$421K	﹤0.01%	1450
2024 Q4	$1.88M	Buy	7,219 +119	+2%	+$31.1K	﹤0.01%	1215
2024 Q3	$1.79M	Sell	7,100 -685	-9%	-$167K	﹤0.01%	1111
2024 Q2	$1.89M	Sell	7,785 -4	-0.1%	-$923	﹤0.01%	1009
2024 Q1	$1.79M	Sell	7,789 -414	-5%	-$89.7K	﹤0.01%	989
2023 Q4	$1.66M	Buy	8,203 +1,538	+23%	+$290K	﹤0.01%	963
2023 Q3	$1.19M	Buy	6,665 +5,520	+482%	+$1.03M	﹤0.01%	1028
2023 Q2	$212K	Buy	+1,145	New	+$200K	﹤0.01%	492

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

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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

Wealth Enhancement Advisory Services's MMTM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 3.6% in Q3 2026, buying an estimated $47.6K and bringing the position to 4,467 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Wealth Enhancement Advisory Services first reported a position in MMTM in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.68M in Q4 2025. 9 funds tracked by Wall St. Rank hold MMTM as of Q3 2026.

Wealth Enhancement Advisory Services held 4,467 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $1.38M as of Q3 2026.
Wealth Enhancement Advisory Services bought 156 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q3 2026, an estimated $47.6K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1935 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $2.68M in Q4 2025.
9 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.