Sound View Wealth Advisors Group’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Sound View Wealth Advisors 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
2021 Q2	–	Sell	-5,709	Closed	-$949K	–	288
2021 Q1	$949K	Sell	5,709 -3,229	-36%	-$530K	0.22%	104
2020 Q4	$1.45M	Sell	8,938 -45	-0.5%	-$6.96K	0.35%	79
2020 Q3	$1.33M	Sell	8,983 -57	-0.6%	-$8.29K	0.35%	80
2020 Q2	$1.21M	Buy	9,040 +2,424	+37%	+$306K	0.34%	85
2020 Q1	$738K	Buy	6,616 +1,377	+26%	+$181K	0.26%	98
2019 Q4	$722K	Buy	5,239 +68	+1%	+$9.04K	0.2%	114
2019 Q3	$671K	Sell	5,171 -86	-2%	-$11.1K	0.2%	119
2019 Q2	$672K	Buy	+5,257	New	+$659K	0.2%	120

Other funds holding MMTM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

WWM

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

BWFA

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

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound View Wealth Advisors Group's MMTM Position: Q2 2021 in Review

Sound View Wealth Advisors Group sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2021, closing a stake of 5,709 shares — an estimated $949K sold.

Sound View Wealth Advisors Group first reported a position in MMTM in Q2 2019 and held it in 8 quarters. The position peaked at $1.45M in Q4 2020. 27 funds tracked by Wall St. Rank hold MMTM as of Q2 2021.

Sound View Wealth Advisors Group reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2021 after selling out during the quarter.
Sound View Wealth Advisors Group sold 5,709 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2021, an estimated $949K.
Sound View Wealth Advisors Group first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2019 and held it in 8 quarters.
Sound View Wealth Advisors Group's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.45M in Q4 2020.
27 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2021.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2021, filed 21 Jul 2021.