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

Sowell Financial Services’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	-250	Closed	-$44K	–	1873
2021 Q1	$44K	Buy	250 +126	+102%	+$20.7K	﹤0.01%	1710
2020 Q4	$20K	Hold	124	–	–	﹤0.01%	1749
2020 Q3	$18K	Sell	124 -8	-6%	-$1.16K	﹤0.01%	1611
2020 Q2	$18K	Buy	132 +10	+8%	+$1.26K	﹤0.01%	1500
2020 Q1	$14K	Sell	122 -130	-52%	-$17.1K	﹤0.01%	1505
2019 Q4	$35K	Buy	252 +222	+740%	+$29.5K	﹤0.01%	1268
2019 Q3	$4K	Buy	+30	New	+$3.88K	﹤0.01%	1853

Other funds holding MMTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's MMTM Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2021, closing a stake of 250 shares — an estimated $44K sold.

Sowell Financial Services first reported a position in MMTM in Q3 2019 and held it in 7 quarters. The position peaked at $44K in Q1 2021. 27 funds tracked by Wall St. Rank hold MMTM as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 250 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2021, an estimated $44K.
Sowell Financial Services first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $44K in Q1 2021.
27 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.