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

MSI 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
2016
Q1 		– Sell
-513
Closed -$46K – 4035
2015
Q4 		$46K Buy
+513
New +$45.4K ﹤0.01% 1768

Other funds holding MMTM

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MSI Financial Services's MMTM Position: Q1 2016 in Review

MSI Financial Services sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2016, closing a stake of 513 shares — an estimated $46K sold.

MSI Financial Services first reported a position in MMTM in Q4 2015 and held it in 1 quarter. The position peaked at $46K in Q4 2015. 13 funds tracked by Wall St. Rank hold MMTM as of Q1 2016.

  • MSI Financial Services reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2016 after selling out during the quarter.
  • MSI Financial Services sold 513 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2016, an estimated $46K.
  • MSI Financial Services first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2015 and held it in 1 quarter.
  • MSI Financial Services's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $46K in Q4 2015.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2016.

Based on MSI Financial Services's 13F filing for Q1 2016, filed 22 Apr 2016.