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

ORG Partners’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 Q3	–	Sell	-70	Closed	-$17K	–	1290
2024 Q2	$17K	Buy	+70	New	+$16.1K	﹤0.01%	1126
2024 Q1	–	Sell	-127	Closed	-$25.7K	–	870
2023 Q4	$25.7K	Buy	127 +70	+123%	+$13.2K	﹤0.01%	640
2023 Q3	$10.2K	Sell	57 -13	-19%	-$2.42K	﹤0.01%	821
2023 Q2	$13K	Buy	+70	New	+$12.2K	﹤0.01%	935

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

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

ORG Partners's MMTM Position: Q3 2024 in Review

ORG Partners sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q3 2024, closing a stake of 70 shares — an estimated $17K sold.

ORG Partners first reported a position in MMTM in Q2 2023 and held it in 4 quarters. The position peaked at $25.7K in Q4 2023. 34 funds tracked by Wall St. Rank hold MMTM as of Q3 2024.

ORG Partners reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q3 2024 after selling out during the quarter.
ORG Partners sold 70 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q3 2024, an estimated $17K.
ORG Partners first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2023 and held it in 4 quarters.
ORG Partners's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $25.7K in Q4 2023.
34 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.