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

Prentice 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
2021 Q4	–	Sell	-9	Closed	-$2K	–	226
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	300
2021 Q2	$2K	Sell	9 -72	-89%	-$12.7K	﹤0.01%	298
2021 Q1	$13K	Buy	+81	New	+$13.3K	0.01%	235

Other funds holding MMTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

RJFSA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Prentice Wealth Management's MMTM Position: Q4 2021 in Review

Prentice Wealth Management sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q4 2021, closing a stake of 9 shares — an estimated $2K sold.

Prentice Wealth Management first reported a position in MMTM in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q1 2021. 26 funds tracked by Wall St. Rank hold MMTM as of Q4 2021.

Prentice Wealth Management reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q4 2021 after selling out during the quarter.
Prentice Wealth Management sold 9 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2021, an estimated $2K.
Prentice Wealth Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2021 and held it in 3 quarters.
Prentice Wealth Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $13K in Q1 2021.
26 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.