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

Creative Planning’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
2017 Q3	–	Sell	-957	Closed	-$98K	–	2989
2017 Q2	$98K	Hold	957	–	–	﹤0.01%	2012
2017 Q1	$93K	Hold	957	–	–	﹤0.01%	2011
2016 Q4	$90K	Hold	957	–	–	﹤0.01%	1941
2016 Q3	$88K	Hold	957	–	–	﹤0.01%	1937
2016 Q2	$87K	Hold	957	–	–	﹤0.01%	1760
2016 Q1	$84K	Hold	957	–	–	﹤0.01%	1734
2015 Q4	$86K	Hold	957	–	–	﹤0.01%	1730
2015 Q3	$79K	Buy	+957	New	+$83.7K	﹤0.01%	1725

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's MMTM Position: Q3 2017 in Review

Creative Planning sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q3 2017, closing a stake of 957 shares — an estimated $98K sold.

Creative Planning first reported a position in MMTM in Q3 2015 and held it in 8 quarters. The position peaked at $98K in Q2 2017. 11 funds tracked by Wall St. Rank hold MMTM as of Q3 2017.

Creative Planning reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 957 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q3 2017, an estimated $98K.
Creative Planning first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2015 and held it in 8 quarters.
Creative Planning's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $98K in Q2 2017.
11 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.