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 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	0.15%	132
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 $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

LWM

Lifetime Wealth Management Rockwall, Texas $176M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Western Wealth Management's MMTM Position: Q1 2026 in Review

Western Wealth Management reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 0.01% in Q1 2026, selling an estimated $293 and leaving 8,236 shares worth $2.31M. The position accounts for 0.09% of the portfolio, ranked #250.

Western Wealth Management first reported a position in MMTM in Q1 2020 and has held it in 24 quarters since. The position peaked at $4.26M in Q1 2022. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

Western Wealth Management held 8,236 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $2.31M as of Q1 2026.
Western Wealth Management sold 1 State Street SPDR S&P 1500 Momentum Tilt ETF share in Q1 2026, an estimated $293.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.09% of Western Wealth Management's portfolio in Q1 2026, its #250 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 24 quarters since.
Western Wealth Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $4.26M in Q1 2022.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.