Psagot Value Holdings’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Psagot Value Holdings’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
2020 Q2	–	Sell	-385	Closed	-$43K	–	399
2020 Q1	$43K	Sell	385 -200	-34%	-$26.3K	﹤0.01%	299
2019 Q4	$81K	Buy	585 +190	+48%	+$25.3K	﹤0.01%	340
2019 Q3	$51K	Buy	395 +269	+213%	+$34.8K	﹤0.01%	318
2019 Q2	$16K	Sell	126 -451	-78%	-$56.5K	﹤0.01%	370
2019 Q1	$71K	Sell	577 -263	-31%	-$31K	﹤0.01%	337
2018 Q4	$91K	Sell	840 -9,467	-92%	-$1.11M	﹤0.01%	326
2018 Q3	$1.32M	Buy	10,307 +4,270	+71%	+$536K	0.06%	136
2018 Q2	$721K	Buy	6,037 +4,710	+355%	+$560K	0.03%	159
2018 Q1	$154K	Buy	1,327 +390	+42%	+$46.3K	0.01%	244
2017 Q4	$108K	Hold	937	–	–	﹤0.01%	229
2017 Q3	$100K	Sell	937 -400	-30%	-$41.8K	﹤0.01%	246
2017 Q2	$136K	Sell	1,337 -120	-8%	-$12.1K	0.01%	223
2017 Q1	$141K	Hold	1,457	–	–	0.01%	228
2016 Q4	$137K	Hold	1,457	–	–	0.01%	213
2016 Q3	$134K	Hold	1,457	–	–	0.01%	219
2016 Q2	$132K	Sell	1,457 -435	-23%	-$38.7K	0.01%	218
2016 Q1	$167K	Sell	1,892 -190	-9%	-$16K	0.01%	243
2015 Q4	$188K	Sell	2,082 -111	-5%	-$9.83K	0.01%	242
2015 Q3	$180K	Sell	2,193 -310	-12%	-$27.1K	0.01%	240
2015 Q2	$221K	Sell	2,503 -937	-27%	-$83.8K	0.01%	241
2015 Q1	$306K	Buy	3,440 +2,190	+175%	+$192K	0.01%	211
2014 Q4	$110K	Buy	1,250 +950	+317%	+$80.7K	﹤0.01%	286
2014 Q3	$25K	Buy	+300	New	+$25.2K	﹤0.01%	350

Other funds holding MMTM

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

RJFSA

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Psagot Value Holdings's MMTM Position: Q2 2020 in Review

Psagot Value Holdings sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2020, closing a stake of 385 shares — an estimated $43K sold.

Psagot Value Holdings first reported a position in MMTM in Q3 2014 and held it in 23 quarters. The position peaked at $1.32M in Q3 2018. 21 funds tracked by Wall St. Rank hold MMTM as of Q2 2020.

Psagot Value Holdings reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2020 after selling out during the quarter.
Psagot Value Holdings sold 385 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2020, an estimated $43K.
Psagot Value Holdings first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2014 and held it in 23 quarters.
Psagot Value Holdings's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.32M in Q3 2018.
21 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2020.

Based on Psagot Value Holdings's 13F filing for Q2 2020, filed 29 Jul 2020.