Northwestern Mutual Wealth Management’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Northwestern Mutual Wealth Management’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
2023 Q2	–	Sell	-55	Closed	-$9.29K	–	3507
2023 Q1	$9.29K	Buy	+55	New	+$9.26K	﹤0.01%	2531

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

MCA

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's MMTM Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2023, closing a stake of 55 shares — an estimated $9.29K sold.

Northwestern Mutual Wealth Management first reported a position in MMTM in Q1 2023 and held it in 1 quarter. The position peaked at $9.29K in Q1 2023. 33 funds tracked by Wall St. Rank hold MMTM as of Q2 2023.

Northwestern Mutual Wealth Management reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 55 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2023, an estimated $9.29K.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2023 and held it in 1 quarter.
Northwestern Mutual Wealth Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $9.29K in Q1 2023.
33 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.