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

Belpointe Asset 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
2020
Q4 		– Sell
-1,369
Closed -$203K – 971
2020
Q3 		$203K Buy
+1,369
New +$199K 0.02% 540

Other funds holding MMTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Belpointe Asset Management's MMTM Position: Q4 2020 in Review

Belpointe Asset Management sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q4 2020, closing a stake of 1,369 shares — an estimated $203K sold.

Belpointe Asset Management first reported a position in MMTM in Q3 2020 and held it in 1 quarter. The position peaked at $203K in Q3 2020. 28 funds tracked by Wall St. Rank hold MMTM as of Q4 2020.

  • Belpointe Asset Management reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q4 2020 after selling out during the quarter.
  • Belpointe Asset Management sold 1,369 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2020, an estimated $203K.
  • Belpointe Asset Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2020 and held it in 1 quarter.
  • Belpointe Asset Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $203K in Q3 2020.
  • 28 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2020.

Based on Belpointe Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.