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

Harbour Investments’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
2023 Q4	–	Sell	-138	Closed	-$24.6K	–	3162
2023 Q3	$24.6K	Buy	138 +1	+0.7%	+$186	﹤0.01%	1657
2023 Q2	$25.5K	Hold	137	–	–	﹤0.01%	1662
2023 Q1	$23.1K	Hold	137	–	–	﹤0.01%	1676
2022 Q4	$22.8K	Buy	137 +12	+10%	+$2.01K	﹤0.01%	1622
2022 Q3	$20K	Hold	125	–	–	﹤0.01%	1648
2022 Q2	$20K	Buy	+125	New	+$21.8K	﹤0.01%	1648
2021 Q4	$119K	Sell	589 -49	-8%	-$9.65K	0.01%	897
2021 Q3	$117K	Buy	638 +28	+5%	+$5.22K	﹤0.01%	1293
2021 Q2	$111K	Buy	610 +120	+24%	+$21.2K	﹤0.01%	1348
2021 Q1	$82K	Buy	+490	New	+$80.5K	﹤0.01%	1403

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

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbour Investments's MMTM Position: Q4 2023 in Review

Harbour Investments sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q4 2023, closing a stake of 138 shares — an estimated $24.6K sold.

Harbour Investments first reported a position in MMTM in Q1 2021 and held it in 10 quarters. The position peaked at $119K in Q4 2021. 39 funds tracked by Wall St. Rank hold MMTM as of Q4 2023.

Harbour Investments reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q4 2023 after selling out during the quarter.
Harbour Investments sold 138 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2023, an estimated $24.6K.
Harbour Investments first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2021 and held it in 10 quarters.
Harbour Investments's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $119K in Q4 2021.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2023.

Based on Harbour Investments's 13F filing for Q4 2023, filed 16 Feb 2024.