PS
MMTM icon

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

Principal Securities’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
Q1 		– Sell
-12
Closed -$2.42K – 3366
2023
Q4 		$2.42K Buy
+12
New +$2.26K ﹤0.01% 2761

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Principal Securities's MMTM Position: Q1 2024 in Review

Principal Securities sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2024, closing a stake of 12 shares — an estimated $2.42K sold.

Principal Securities first reported a position in MMTM in Q4 2023 and held it in 1 quarter. The position peaked at $2.42K in Q4 2023. 34 funds tracked by Wall St. Rank hold MMTM as of Q1 2024.

  • Principal Securities reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2024 after selling out during the quarter.
  • Principal Securities sold 12 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2024, an estimated $2.42K.
  • Principal Securities first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2023 and held it in 1 quarter.
  • Principal Securities's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $2.42K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2024.

Based on Principal Securities's 13F filing for Q1 2024, filed 10 May 2024.