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

NewEdge 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
Q2 		– Sell
-560
Closed -$129K – 3929
2024
Q1 		$129K Hold
560
– – ﹤0.01% 1986
2023
Q4 		$113K Hold
560
– – ﹤0.01% 1903
2023
Q3 		$100K Buy
+560
New +$104K ﹤0.01% 1835

Other funds holding MMTM

LPL Financial
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewEdge Advisors's MMTM Position: Q2 2024 in Review

NewEdge Advisors sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2024, closing a stake of 560 shares — an estimated $129K sold.

NewEdge Advisors first reported a position in MMTM in Q3 2023 and held it in 3 quarters. The position peaked at $129K in Q1 2024. 34 funds tracked by Wall St. Rank hold MMTM as of Q2 2024.

  • NewEdge Advisors reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 560 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2024, an estimated $129K.
  • NewEdge Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2023 and held it in 3 quarters.
  • NewEdge Advisors's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $129K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.