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

Advisor Group’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
2019 Q4	$69K	Sell	500 -50	-9%	-$6.64K	﹤0.01%	3201
2019 Q3	$71K	Buy	550 +100	+22%	+$12.9K	﹤0.01%	3139
2019 Q2	$58K	Sell	450 -100	-18%	-$12.5K	﹤0.01%	3253
2019 Q1	$68K	Hold	550	–	–	﹤0.01%	3163
2018 Q4	$59K	Sell	550 -1,024	-65%	-$120K	﹤0.01%	3062
2018 Q3	$202K	Sell	1,574 -162	-9%	-$20.3K	﹤0.01%	2156
2018 Q2	$207K	Buy	+1,736	New	+$206K	﹤0.01%	1946

Other funds holding MMTM

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFA

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

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Advisor Group's MMTM Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 9.1% in Q4 2019, selling an estimated $6.64K and leaving 500 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

Advisor Group first reported a position in MMTM in Q2 2018 and has held it in 7 quarters since. The position peaked at $207K in Q2 2018. 24 funds tracked by Wall St. Rank hold MMTM as of Q4 2019.

Advisor Group held 500 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $69K as of Q4 2019.
Advisor Group sold 50 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2019, an estimated $6.64K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3201 holding.
Advisor Group first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2018 and has held it in 7 quarters since.
Advisor Group's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $207K in Q2 2018.
24 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.