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

Realta Investment 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
2019 Q4	–	Sell	-20	Closed	-$3K	–	1644
2019 Q3	$3K	Hold	20	–	–	﹤0.01%	1444
2019 Q2	$3K	Hold	20	–	–	﹤0.01%	1495
2019 Q1	$2K	Buy	+20	New	+$2.36K	﹤0.01%	1223

Other funds holding MMTM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

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

PFA

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

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Realta Investment Advisors's MMTM Position: Q4 2019 in Review

Realta Investment Advisors sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q4 2019, closing a stake of 20 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in MMTM in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q3 2019. 24 funds tracked by Wall St. Rank hold MMTM as of Q4 2019.

Realta Investment Advisors reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q4 2019 after selling out during the quarter.
Realta Investment Advisors sold 20 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2019, an estimated $3K.
Realta Investment Advisors first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2019 and held it in 3 quarters.
Realta Investment Advisors's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $3K in Q3 2019.
24 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.