Private Advisor Group’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Private Advisor Group’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
2022 Q4	–	Sell	-15,105	Closed	-$2.33M	–	1859
2022 Q3	$2.33M	Buy	15,105 +76	+0.5%	+$12.8K	0.03%	572
2022 Q2	$2.41M	Buy	15,029 +3,738	+33%	+$651K	0.02%	659
2022 Q1	$2.19M	Buy	+11,291	New	+$2.15M	0.02%	769

Other funds holding MMTM

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

BWFA

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

WWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

SPIA

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Private Advisor Group's MMTM Position: Q4 2022 in Review

Private Advisor Group sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q4 2022, closing a stake of 15,105 shares — an estimated $2.33M sold.

Private Advisor Group first reported a position in MMTM in Q1 2022 and held it in 3 quarters. The position peaked at $2.41M in Q2 2022. 26 funds tracked by Wall St. Rank hold MMTM as of Q4 2022.

Private Advisor Group reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q4 2022 after selling out during the quarter.
Private Advisor Group sold 15,105 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2022, an estimated $2.33M.
Private Advisor Group first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2022 and held it in 3 quarters.
Private Advisor Group's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $2.41M in Q2 2022.
26 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2022.

Based on Private Advisor Group's 13F filing for Q4 2022, filed 18 Jan 2023.