Bank of Montreal
MMTM icon

Bank of Montreal’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Bank of Montreal’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
2023
Q4 		– Sell
-91
Closed -$17.2K – 4189
2023
Q3 		$17.2K Buy
+91
New +$16.9K ﹤0.01% 3577

Other funds holding MMTM

LPL Financial
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
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's MMTM Position: Q4 2023 in Review

Bank of Montreal sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q4 2023, closing a stake of 91 shares — an estimated $17.2K sold.

Bank of Montreal first reported a position in MMTM in Q3 2023 and held it in 1 quarter. The position peaked at $17.2K in Q3 2023. 39 funds tracked by Wall St. Rank hold MMTM as of Q4 2023.

  • Bank of Montreal reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 91 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2023, an estimated $17.2K.
  • Bank of Montreal first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $17.2K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.