Cardan Capital Partners’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Cardan Capital Partners’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
2021 Q2	–	Sell	-22,114	Closed	-$3.68M	–	277
2021 Q1	$3.68M	Sell	22,114 -20,482	-48%	-$3.36M	0.44%	71
2020 Q4	$6.9M	Sell	42,596 -929	-2%	-$144K	0.85%	31
2020 Q3	$6.46M	Buy	43,525 +2,878	+7%	+$418K	0.86%	29
2020 Q2	$5.45M	Buy	40,647 +301	+0.7%	+$38K	0.78%	36
2020 Q1	$4.5M	Sell	40,346 -35,880	-47%	-$4.73M	0.75%	36
2019 Q4	$10.5M	Buy	76,226 +1,286	+2%	+$171K	1.41%	18
2019 Q3	$9.73M	Buy	74,940 +3,501	+5%	+$453K	1.39%	17
2019 Q2	$9.13M	Buy	71,439 +2,757	+4%	+$345K	1.39%	17
2019 Q1	$8.48M	Sell	68,682 -59	-0.1%	-$6.95K	1.37%	18
2018 Q4	$7.41M	Buy	68,741 +13,907	+25%	+$1.63M	1.3%	21
2018 Q3	$7.04M	Sell	54,834 -560	-1%	-$70.2K	1.1%	24
2018 Q2	$6.62M	Sell	55,394 -137	-0.2%	-$16.3K	1.08%	25
2018 Q1	$6.44M	Buy	55,531 +458	+0.8%	+$54.4K	1.07%	24
2017 Q4	$6.32M	Buy	55,073 +111	+0.2%	+$12.4K	1.19%	26
2017 Q3	$5.85M	Buy	54,962 +460	+0.8%	+$48.1K	1.17%	25
2017 Q2	$5.53M	Buy	+54,502	New	+$5.48M	1.08%	29
2017 Q1	–	Sell	-61,413	Closed	-$5.76M	–	127
2016 Q4	$5.76M	Sell	61,413 -309	-0.5%	-$28.6K	1.28%	23
2016 Q3	$5.67M	Buy	61,722 +220	+0.4%	+$20.4K	1.27%	24
2016 Q2	$5.56M	Sell	61,502 -931	-1%	-$82.9K	1.37%	22
2016 Q1	$5.5M	Buy	62,433 +22,232	+55%	+$1.87M	1.37%	24
2015 Q4	$3.62M	Buy	+40,201	New	+$3.56M	1.55%	18

Other funds holding MMTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

BWFA

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

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cardan Capital Partners's MMTM Position: Q2 2021 in Review

Cardan Capital Partners sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2021, closing a stake of 22,114 shares — an estimated $3.68M sold.

Cardan Capital Partners first reported a position in MMTM in Q4 2015 and held it in 21 quarters. The position peaked at $10.5M in Q4 2019. 27 funds tracked by Wall St. Rank hold MMTM as of Q2 2021.

Cardan Capital Partners reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2021 after selling out during the quarter.
Cardan Capital Partners sold 22,114 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2021, an estimated $3.68M.
Cardan Capital Partners first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2015 and held it in 21 quarters.
Cardan Capital Partners's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $10.5M in Q4 2019.
27 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2021.

Based on Cardan Capital Partners's 13F filing for Q2 2021, filed 20 Jul 2021.