Western Wealth Management’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Western Wealth Management’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	$2.57M	Sell	8,218 -18	-0.2%	-$5.59K	0.08%	248
2026 Q1	$2.31M	Sell	8,236 -1	-0%	-$293	0.09%	250
2025 Q4	$2.41M	Sell	8,237 -88	-1%	-$25.5K	0.11%	186
2025 Q3	$2.38M	Sell	8,325 -202	-2%	-$55.5K	0.13%	157
2025 Q2	$2.27M	Sell	8,527 -599	-7%	-$148K	0.13%	149
2025 Q1	$2.2M	Sell	9,126 -2	-0%	-$519	0.15%	140
2024 Q4	$2.38M	Buy	9,128 +53	+0.6%	+$13.9K	0.13%	167
2024 Q3	$2.29M	Sell	9,075 -5	-0.1%	-$1.22K	0.13%	166
2024 Q2	$2.21M	Sell	9,080 -92	-1%	-$21.2K	0.16%	123
2024 Q1	$2.11M	Sell	9,172 -259	-3%	-$56.1K	0.16%	123
2023 Q4	$1.91M	Sell	9,431 -406	-4%	-$76.6K	0.14%	158
2023 Q3	$1.76M	Hold	9,837	–	–	0.15%	147
2023 Q2	$1.82M	Sell	9,837 -106	-1%	-$18.5K	0.16%	143
2023 Q1	$1.68M	Hold	9,943	–	–	0.16%	152
2022 Q4	$1.66M	Sell	9,943 -9,947	-50%	-$1.66M	0.17%	146
2022 Q3	$3.07M	Sell	19,890 -1,126	-5%	-$190K	0.18%	127
2022 Q2	$3.37M	Sell	21,016 -1,008	-5%	-$175K	0.19%	118
2022 Q1	$4.26M	Buy	22,024 +7,714	+54%	+$1.47M	0.21%	104
2021 Q4	$2.9M	Buy	+14,310	New	+$2.82M	0.29%	78
2021 Q2	$2.66M	Sell	14,654 -165	-1%	-$29.1K	0.27%	81
2021 Q1	$2.46M	Sell	14,819 -417	-3%	-$68.5K	0.33%	67
2020 Q4	$2.47M	Sell	15,236 -212	-1%	-$32.8K	0.36%	64
2020 Q3	$2.29M	Buy	15,448 +34	+0.2%	+$4.94K	0.37%	57
2020 Q2	$2.07M	Buy	15,414 +28	+0.2%	+$3.53K	0.38%	54
2020 Q1	$1.72M	Buy	+15,386	New	+$2.03M	0.39%	56

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

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

Western Wealth Management's MMTM Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 0.22% in Q2 2026, selling an estimated $5.59K and leaving 8,218 shares worth $2.57M. The position accounts for 0.08% of the portfolio, ranked #248.

Western Wealth Management first reported a position in MMTM in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.26M in Q1 2022. 41 funds tracked by Wall St. Rank hold MMTM as of Q2 2026.

Western Wealth Management held 8,218 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $2.57M as of Q2 2026.
Western Wealth Management sold 18 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2026, an estimated $5.59K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #248 holding.
Western Wealth Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2020 and has held it in 25 quarters since.
Western Wealth Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $4.26M in Q1 2022.
41 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.