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

Mezzasalma Advisors’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 Q1	–	Sell	-1,184	Closed	-$239K	–	107
2023 Q4	$239K	Sell	1,184 -28	-2%	-$5.28K	0.13%	84
2023 Q3	$217K	Sell	1,212 -3	-0.2%	-$558	0.13%	77
2023 Q2	$225K	Hold	1,215	–	–	0.14%	82
2023 Q1	$205K	Hold	1,215	–	–	0.15%	83
2022 Q4	$203K	Sell	1,215 -97	-7%	-$16.2K	0.18%	79
2022 Q3	$203K	Hold	1,312	–	–	0.16%	74
2022 Q2	$210K	Sell	1,312 -5	-0.4%	-$870	0.18%	75
2022 Q1	$255K	Sell	1,317 -55	-4%	-$10.5K	0.16%	79
2021 Q4	$278K	Hold	1,372	–	–	0.15%	79
2021 Q3	$251K	Sell	1,372 -10	-0.7%	-$1.86K	0.14%	83
2021 Q2	$251K	Sell	1,382 -20	-1%	-$3.53K	0.14%	83
2021 Q1	$233K	Sell	1,402 -46	-3%	-$7.56K	0.15%	83
2020 Q4	$235K	Buy	+1,448	New	+$224K	0.15%	80

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mezzasalma Advisors's MMTM Position: Q1 2024 in Review

Mezzasalma Advisors sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2024, closing a stake of 1,184 shares — an estimated $239K sold.

Mezzasalma Advisors first reported a position in MMTM in Q4 2020 and held it in 13 quarters. The position peaked at $278K in Q4 2021. 34 funds tracked by Wall St. Rank hold MMTM as of Q1 2024.

Mezzasalma Advisors reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2024 after selling out during the quarter.
Mezzasalma Advisors sold 1,184 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2024, an estimated $239K.
Mezzasalma Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2020 and held it in 13 quarters.
Mezzasalma Advisors's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $278K in Q4 2021.
34 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2024.

Based on Mezzasalma Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.