AdvisorNet Financial, Inc MMTM — SPDR S&P 1500 MOMENTUM TILT ETF

Ownership history in AdvisorNet Financial, Inc  ·  26 quarters on record

AI Ownership Summary

AdvisorNet Financial, Inc reported SPDR S&P 1500 MOMENTUM TILT ETF (MMTM) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows MMTM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MMTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdvisorNet Financial, Inc's position in SPDR S&P 1500 MOMENTUM TILT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MMTM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MMTM stock page AdvisorNet Financial, Inc fund profile AdvisorNet Financial, Inc full holdings
How AdvisorNet Financial, Inc held MMTM — position size vs. price
% of Fund (quarterly)    MMTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 200 -285 -58.8% 0.00% $56K 2026-04-17 $312.89
2025 Q4 UNCHANGED — — — 485 — 0% 0.01% $142K 2026-01-20 $290.38
2025 Q3 UNCHANGED — — — 485 — 0% 0.01% $139K 2025-10-09 $286.11
2025 Q2 UNCHANGED — — — 485 — 0% 0.01% $129K 2025-07-14 $266.43
2025 Q1 UNCHANGED — — — 485 — 0% 0.01% $117K 2025-04-07 $214.84
2024 Q4 ADDED — — — 485 +184 +61.1% 0.01% $126K 2025-01-13 $255.78
2024 Q3 UNCHANGED — — — 301 — 0% 0.01% $76K 2024-10-15 $252.79
2024 Q2 UNCHANGED — — — 301 — 0% 0.01% $73K 2024-07-16 $247.08
2024 Q1 UNCHANGED — — — 301 — 0% 0.01% $69K 2024-04-12 $221.69
2023 Q4 REDUCED 14.2% +13.9% ❌ 301 -50 -14.2% 0.01% $61K 2024-01-19 $203.81
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MMTM

As of 2026 Q1 — sorted by position size

Professional Financial Advisors, LLC 3Y 1.24% Ethos Capital Management, Inc. 1.14% Southland Equity Partners LLC 0.11% Centurion Wealth Management LLC 3Y 0.11% IFP Advisors, Inc 3Y 7Y 0.01% J.W. COLE ADVISORS, INC. 3Y 0.01% JFS WEALTH ADVISORS, LLC 3Y 7Y 0.0% FIRST COMMUNITY TRUST NA 3Y 0.0% Root Financial Partners, LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About AdvisorNet Financial, Inc and MMTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has AdvisorNet Financial, Inc reported owning MMTM?

AdvisorNet Financial, Inc reported MMTM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MMTM position in AdvisorNet Financial, Inc's portfolio?

The largest reported portfolio weight for MMTM was 0.01% in 2024 Q4.

What is the latest reported MMTM position on this page?

The most recent filing on this page is 2026 Q1, when AdvisorNet Financial, Inc reported 200 shares, equal to 0.00% of portfolio, with an estimated market value of $56K.

What does the chart on this MMTM ownership page compare?

The chart compares AdvisorNet Financial, Inc's quarterly MMTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AdvisorNet Financial, Inc time their MMTM position?

Based on 13F filing dates vs. subsequent MMTM price moves, AdvisorNet Financial, Inc correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on MMTM relative to SPY over the holding period was +0.4%.

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