Spire Wealth Management’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Spire Wealth Management’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	–	Sell	-269	Closed	-$65.3K	–	2236
2024 Q2	$65.3K	Buy	269 +1	+0.4%	+$231	﹤0.01%	1028
2024 Q1	$61.7K	Hold	268	–	–	﹤0.01%	1145
2023 Q4	$55.7K	Buy	268 +1	+0.4%	+$189	﹤0.01%	1173
2023 Q3	$47.9K	Buy	267 +1	+0.4%	+$186	﹤0.01%	1187
2023 Q2	$49.4K	Buy	266 +1	+0.4%	+$175	﹤0.01%	1201
2023 Q1	$44.8K	Buy	+265	New	+$44.6K	﹤0.01%	1242
2022 Q3	–	Sell	-262	Closed	-$42K	–	2449
2022 Q2	$42K	Buy	262 +2	+0.8%	+$348	﹤0.01%	1365
2022 Q1	$50K	Buy	260 +1	+0.4%	+$190	﹤0.01%	1452
2021 Q4	$53K	Buy	259 +1	+0.4%	+$197	﹤0.01%	1696
2021 Q3	$47K	Hold	258	–	–	﹤0.01%	1501
2021 Q2	$47K	Hold	258	–	–	﹤0.01%	1509
2021 Q1	$43K	Buy	+258	New	+$42.4K	﹤0.01%	1803

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

RJFSA

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

Spire Wealth Management's MMTM Position: Q3 2024 in Review

Spire Wealth Management sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q3 2024, closing a stake of 269 shares — an estimated $65.3K sold.

Spire Wealth Management first reported a position in MMTM in Q1 2021 and held it in 12 quarters. The position peaked at $65.3K in Q2 2024. 34 funds tracked by Wall St. Rank hold MMTM as of Q3 2024.

Spire Wealth Management reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 269 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q3 2024, an estimated $65.3K.
Spire Wealth Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $65.3K in Q2 2024.
34 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.