Householder Group Estate & Retirement Specialist’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$59K	Buy	229 +2	+0.9%	+$523	0.04%	200
2024 Q3	$57K	Hold	227	–	–	0.02%	460
2024 Q2	$55K	Sell	227 -14	-6%	-$3.23K	0.02%	457
2024 Q1	$55.4K	Hold	241	–	–	0.02%	457
2023 Q4	$48K	Sell	241 -10	-4%	-$1.89K	0.02%	466
2023 Q3	$45K	Buy	+251	New	+$46.7K	0.02%	465
2023 Q1	$45K	Buy	+269	New	+$45.3K	0.02%	464
2022 Q4	–	Sell	-390	Closed	-$60K	–	805
2022 Q3	$60K	Buy	+390	New	+$65.7K	0.02%	361

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Householder Group Estate & Retirement Specialist's MMTM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 0.88% in Q4 2024, buying an estimated $523 and bringing the position to 229 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #200.

Householder Group Estate & Retirement Specialist first reported a position in MMTM in Q3 2022 and has held it in 8 quarters since. The position peaked at $60K in Q3 2022. 38 funds tracked by Wall St. Rank hold MMTM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 229 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $59K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 2 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2024, an estimated $523.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #200 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $60K in Q3 2022.
38 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.