IFP Advisors’s SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
3,795
+642
| +20% | +$171K | 0.03% | 575 |
|
|
2025
Q1 | $760K | Hold |
3,153
| – | – | 0.02% | 627 |
|
|
2024
Q4 | $821K | Hold |
3,153
| – | – | 0.03% | 575 |
|
|
2024
Q3 | $794K | Sell |
3,153
-602
| -16% | -$152K | 0.03% | 535 |
|
|
2024
Q2 | $912K | Hold |
3,755
| – | – | 0.04% | 464 |
|
|
2024
Q1 | $863K | Hold |
3,755
| – | – | 0.04% | 443 |
|
|
2023
Q4 | $759K | Hold |
3,755
| – | – | 0.04% | 462 |
|
|
2023
Q3 | $673K | Sell |
3,755
-300
| -7% | -$53.8K | 0.03% | 496 |
|
|
2023
Q2 | $752K | Hold |
4,055
| – | – | 0.03% | 518 |
|
|
2023
Q1 | $490K | Hold |
4,055
| – | – | 0.02% | 616 |
|
|
2022
Q4 | $488K | Sell |
4,055
-147
| -3% | -$17.7K | 0.01% | 905 |
|
|
2022
Q3 | $506K | Hold |
4,202
| – | – | 0.01% | 933 |
|
|
2022
Q2 | $506K | Hold |
4,202
| – | – | 0.02% | 849 |
|
|
2022
Q1 | $506K | Buy |
+4,202
| New | +$506K | 0.02% | 849 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4099 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3854 |
|
|
2021
Q1 | – | Sell |
-4,277
| Closed | -$694K | – | 3766 |
|
|
2020
Q4 | $694K | Hold |
4,277
| – | – | 0.03% | 419 |
|
|
2020
Q3 | $636K | Buy |
4,277
+3,779
| +759% | +$562K | 0.04% | 381 |
|
|
2020
Q2 | $66K | Sell |
498
-1,725
| -78% | -$229K | 0.01% | 1088 |
|
|
2020
Q1 | $254K | Buy |
2,223
+2,052
| +1,200% | +$234K | 0.03% | 504 |
|
|
2019
Q4 | $24K | Buy |
171
+164
| +2,343% | +$23K | ﹤0.01% | 1542 |
|
|
2019
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2879 |
|
|
2019
Q1 | $33K | Sell |
268
-6,337
| -96% | -$780K | ﹤0.01% | 1137 |
|
|
2018
Q4 | $705K | Buy |
6,605
+6,337
| +2,365% | +$676K | 0.04% | 442 |
|
|
2018
Q3 | $34K | Hold |
268
| – | – | ﹤0.01% | 2114 |
|
|
2018
Q2 | $32K | Buy |
+268
| New | +$32K | ﹤0.01% | 2156 |
|
|
2016
Q2 | – | Sell |
-268
| Closed | -$33K | – | 4056 |
|
|
2016
Q1 | $33K | Buy |
+268
| New | +$33K | ﹤0.01% | 1137 |
|