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

Fulcrum Equity 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
2024 Q2	–	Sell	-2,889	Closed	-$664K	–	141
2024 Q1	$664K	Buy	+2,889	New	+$626K	0.78%	41

Other funds holding MMTM

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

WWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fulcrum Equity Management's MMTM Position: Q2 2024 in Review

Fulcrum Equity Management sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2024, closing a stake of 2,889 shares — an estimated $664K sold.

Fulcrum Equity Management first reported a position in MMTM in Q1 2024 and held it in 1 quarter. The position peaked at $664K in Q1 2024. 34 funds tracked by Wall St. Rank hold MMTM as of Q2 2024.

Fulcrum Equity Management reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2024 after selling out during the quarter.
Fulcrum Equity Management sold 2,889 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2024, an estimated $664K.
Fulcrum Equity Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2024 and held it in 1 quarter.
Fulcrum Equity Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $664K in Q1 2024.
34 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2024.

Based on Fulcrum Equity Management's 13F filing for Q2 2024, filed 22 Jul 2024.