Wells Fargo’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Wells Fargo’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	$30.5K	Buy	97 +96	+9,600%	+$29.8K	﹤0.01%	5830
2026 Q1	$214	Hold	1	–	–	﹤0.01%	6457
2025 Q4	$185	Hold	1	–	–	﹤0.01%	6396
2025 Q3	$248	Hold	1	–	–	﹤0.01%	6333
2025 Q2	$198	Hold	1	–	–	﹤0.01%	6442
2025 Q1	$178	Hold	1	–	–	﹤0.01%	6337
2024 Q4	$180	Hold	1	–	–	﹤0.01%	6373
2024 Q3	$154	Buy	+1	New	+$243	﹤0.01%	6242
2024 Q2	–	Hold	0	–	–	–	6263
2024 Q1	–	Sell	-1	Closed	-$217	–	7235
2023 Q4	$180	Hold	1	–	–	﹤0.01%	6636
2023 Q3	$101	Sell	1 -146	-99%	-$27.2K	﹤0.01%	6765
2023 Q2	$27.3K	Hold	147	–	–	﹤0.01%	5648
2023 Q1	$24.9K	Sell	147 -1	-0.7%	-$168	﹤0.01%	5548
2022 Q4	$24.7K	Buy	148 +1	+0.7%	+$167	﹤0.01%	5173
2022 Q3	$23K	Hold	147	–	–	﹤0.01%	5324
2022 Q2	$24K	Hold	147	–	–	﹤0.01%	5363
2022 Q1	$28K	Hold	147	–	–	﹤0.01%	5890
2021 Q4	$30K	Hold	147	–	–	﹤0.01%	6191
2021 Q3	$27K	Hold	147	–	–	﹤0.01%	5864
2021 Q2	$27K	Sell	147 -1	-0.7%	-$176	﹤0.01%	5794
2021 Q1	$25K	Sell	148 -77	-34%	-$12.7K	﹤0.01%	6088
2020 Q4	$36K	Buy	225 +57	+34%	+$8.82K	﹤0.01%	5696
2020 Q3	$25K	Buy	168 +21	+14%	+$3.05K	﹤0.01%	5701
2020 Q2	$20K	Sell	147 -1	-0.7%	-$126	﹤0.01%	5699
2020 Q1	$16K	Hold	148	–	–	﹤0.01%	5650
2019 Q4	$20K	Buy	148 +1	+0.7%	+$133	﹤0.01%	5744
2019 Q3	$19K	Sell	147 -1	-0.7%	-$129	﹤0.01%	5816
2019 Q2	$19K	Hold	148	–	–	﹤0.01%	5795
2019 Q1	$18K	Buy	+148	New	+$17.4K	﹤0.01%	5553

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

Wells Fargo's MMTM Position: Q2 2026 in Review

Wells Fargo increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 9,600% in Q2 2026, buying an estimated $29.8K and bringing the position to 97 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5830.

Wells Fargo first reported a position in MMTM in Q1 2019 and has held it in 28 quarters since. The position peaked at $36K in Q4 2020. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Wells Fargo held 97 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $30.5K as of Q2 2026.
Wells Fargo bought 96 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $29.8K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5830 holding.
Wells Fargo first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2019 and has held it in 28 quarters since.
Wells Fargo's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $36K in Q4 2020.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.