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

PSI Advisors’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 Q2	–	Sell	-125	Closed	-$24K	–	824
2022 Q1	$24K	Hold	125	–	–	0.01%	345
2021 Q4	$25K	Hold	125	–	–	0.01%	362
2021 Q3	$23K	Buy	+125	New	+$23.3K	0.01%	362

Other funds holding MMTM

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

WWM

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

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

BWFA

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJFSA

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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

PSI Advisors's MMTM Position: Q2 2022 in Review

PSI Advisors sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2022, closing a stake of 125 shares — an estimated $24K sold.

PSI Advisors first reported a position in MMTM in Q3 2021 and held it in 3 quarters. The position peaked at $25K in Q4 2021. 27 funds tracked by Wall St. Rank hold MMTM as of Q2 2022.

PSI Advisors reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2022 after selling out during the quarter.
PSI Advisors sold 125 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2022, an estimated $24K.
PSI Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2021 and held it in 3 quarters.
PSI Advisors's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $25K in Q4 2021.
27 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2022.

Based on PSI Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.