JFS Wealth Advisors’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $83.6K | Hold |
267
| – | – | ﹤0.01% | 457 |
|
|
2026
Q1 | $74.8K | Hold |
267
| – | – | ﹤0.01% | 447 |
|
|
2025
Q4 | $78K | Hold |
267
| – | – | ﹤0.01% | 450 |
|
|
2025
Q3 | $76.3K | Hold |
267
| – | – | ﹤0.01% | 442 |
|
|
2025
Q2 | $71.2K | Hold |
267
| – | – | ﹤0.01% | 416 |
|
|
2025
Q1 | $64.3K | Hold |
267
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $69.5K | Hold |
267
| – | – | ﹤0.01% | 406 |
|
|
2024
Q3 | $67.2K | Hold |
267
| – | – | ﹤0.01% | 422 |
|
|
2024
Q2 | $64.9K | Hold |
267
| – | – | 0.01% | 381 |
|
|
2024
Q1 | $61.4K | Hold |
267
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $54K | Hold |
267
| – | – | ﹤0.01% | 390 |
|
|
2023
Q3 | $47.8K | Hold |
267
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $49.5K | Hold |
267
| – | – | ﹤0.01% | 370 |
|
|
2023
Q1 | $45.1K | Hold |
267
| – | – | ﹤0.01% | 386 |
|
|
2022
Q4 | $44.6K | Hold |
267
| – | – | ﹤0.01% | 382 |
|
|
2022
Q3 | $41K | Hold |
267
| – | – | ﹤0.01% | 419 |
|
|
2022
Q2 | $43K | Hold |
267
| – | – | ﹤0.01% | 422 |
|
|
2022
Q1 | $52K | Hold |
267
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $54K | Buy |
267
+9
| +3% | +$1.77K | 0.01% | 407 |
|
|
2021
Q3 | $47K | Buy |
+258
| New | +$48.1K | ﹤0.01% | 418 |
|
Other funds holding MMTM
PFA
SEP
CWM
FCT