Raymond James Financial Services Advisors’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Raymond James Financial Services 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
2024 Q3	$1.09M	Sell	4,313 -177	-4%	-$43K	﹤0.01%	2107
2024 Q2	$1.09M	Sell	4,490 -10,759	-71%	-$2.48M	﹤0.01%	2028
2024 Q1	$3.51M	Buy	15,249 +12,070	+380%	+$2.61M	0.01%	1336
2023 Q4	$642K	Sell	3,179 -110	-3%	-$20.8K	﹤0.01%	2253
2023 Q3	$589K	Sell	3,289 -988	-23%	-$184K	﹤0.01%	2227
2023 Q2	$793K	Sell	4,277 -532	-11%	-$93K	﹤0.01%	2059
2023 Q1	$812K	Sell	4,809 -3,511	-42%	-$591K	﹤0.01%	2035
2022 Q4	$1.39M	Buy	8,320 +114	+1%	+$19.1K	﹤0.01%	1643
2022 Q3	$1.27M	Sell	8,206 -1,955	-19%	-$329K	﹤0.01%	1687
2022 Q2	$1.63M	Buy	10,161 +5,534	+120%	+$963K	﹤0.01%	1558
2022 Q1	$896K	Buy	4,627 +16	+0.3%	+$3.04K	﹤0.01%	2028
2021 Q4	$934K	Buy	4,611 +52	+1%	+$10.2K	﹤0.01%	2013
2021 Q3	$835K	Sell	4,559 -8	-0.2%	-$1.49K	﹤0.01%	2080
2021 Q2	$829K	Sell	4,567 -506	-10%	-$89.3K	﹤0.01%	2070
2021 Q1	$844K	Sell	5,073 -19,461	-79%	-$3.2M	﹤0.01%	1964
2020 Q4	$3.98M	Sell	24,534 -17,781	-42%	-$2.75M	0.01%	933
2020 Q3	$6.28M	Buy	42,315 +1,005	+2%	+$146K	0.02%	676
2020 Q2	$5.54M	Buy	41,310 +37,084	+878%	+$4.68M	0.02%	666
2020 Q1	$472K	Buy	4,226 +1,022	+32%	+$135K	﹤0.01%	1594
2019 Q4	$442K	Buy	3,204 +803	+33%	+$107K	﹤0.01%	2063
2019 Q3	$312K	Buy	2,401 +110	+5%	+$14.2K	﹤0.01%	2224
2019 Q2	$293K	Buy	2,291 +138	+6%	+$17.3K	﹤0.01%	2293
2019 Q1	$266K	Buy	2,153 +286	+15%	+$33.7K	﹤0.01%	2331
2018 Q4	$201K	Buy	+1,867	New	+$219K	﹤0.01%	2260

Other funds holding MMTM

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Raymond James Financial Services Advisors's MMTM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 3.9% in Q3 2024, selling an estimated $43K and leaving 4,313 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Raymond James Financial Services Advisors first reported a position in MMTM in Q4 2018 and has held it in 24 quarters since. The position peaked at $6.28M in Q3 2020. 34 funds tracked by Wall St. Rank hold MMTM as of Q3 2024.

Raymond James Financial Services Advisors held 4,313 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $1.09M as of Q3 2024.
Raymond James Financial Services Advisors sold 177 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q3 2024, an estimated $43K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2107 holding.
Raymond James Financial Services Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2018 and has held it in 24 quarters since.
Raymond James Financial Services Advisors's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $6.28M in Q3 2020.
34 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.