Flagship Private Wealth’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Flagship Private Wealth’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 Q3	–	Sell	-43	Closed	-$7.86K	–	208
2021 Q2	$7.86K	Hold	43	–	–	0.01%	248
2021 Q1	$7.36K	Hold	43	–	–	0.01%	233
2020 Q4	$6.97K	Buy	+43	New	+$6.65K	0.01%	248

Other funds holding MMTM

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

Goldman Sachs New York $871B AUM 31.28% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Flagship Private Wealth's MMTM Position: Q3 2021 in Review

Flagship Private Wealth sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q3 2021, closing a stake of 43 shares — an estimated $7.86K sold.

Flagship Private Wealth first reported a position in MMTM in Q4 2020 and held it in 3 quarters. The position peaked at $7.86K in Q2 2021. 26 funds tracked by Wall St. Rank hold MMTM as of Q3 2021.

Flagship Private Wealth reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q3 2021 after selling out during the quarter.
Flagship Private Wealth sold 43 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q3 2021, an estimated $7.86K.
Flagship Private Wealth first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2020 and held it in 3 quarters.
Flagship Private Wealth's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $7.86K in Q2 2021.
26 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.