Ladenburg Thalmann Financial Services’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$17K	Hold	125	–	–	﹤0.01%	4221
2019 Q3	$16K	Hold	125	–	–	﹤0.01%	4160
2019 Q2	$16K	Hold	125	–	–	﹤0.01%	4185
2019 Q1	$15K	Hold	125	–	–	﹤0.01%	4174
2018 Q4	$13K	Buy	125 +50	+67%	+$5.86K	﹤0.01%	4130
2018 Q3	$10K	Buy	+75	New	+$9.41K	﹤0.01%	4291
2016 Q3	–	Sell	-206	Closed	-$19K	–	4826
2016 Q2	$19K	Hold	206	–	–	﹤0.01%	3372
2016 Q1	$18K	Buy	+206	New	+$17.4K	﹤0.01%	3334

Other funds holding MMTM

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFA

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

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MMTM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) position steady in Q4 2019 at 125 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #4221.

Ladenburg Thalmann Financial Services first reported a position in MMTM in Q1 2016 and has held it in 8 quarters since. The position peaked at $19K in Q2 2016. 24 funds tracked by Wall St. Rank hold MMTM as of Q4 2019.

Ladenburg Thalmann Financial Services held 125 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $17K as of Q4 2019.
Ladenburg Thalmann Financial Services left its State Street SPDR S&P 1500 Momentum Tilt ETF share count unchanged in Q4 2019.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4221 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2016 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $19K in Q2 2016.
24 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.