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Coppell Advisory Solutions’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-29
Closed -$7.69K – 1259
2024
Q4 		$7.69K Sell
29
-29
-50% -$7.58K ﹤0.01% 1206
2024
Q3 		$14.6K Buy
+58
New +$14.1K ﹤0.01% 973

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Coppell Advisory Solutions's MMTM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2025, closing a stake of 29 shares — an estimated $7.69K sold.

Coppell Advisory Solutions first reported a position in MMTM in Q3 2024 and held it in 2 quarters. The position peaked at $14.6K in Q3 2024. 38 funds tracked by Wall St. Rank hold MMTM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 29 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2025, an estimated $7.69K.
  • Coppell Advisory Solutions first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $14.6K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.