Steward Partners Investment Advisory’s SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.32M Buy
23,698
+2,608
+12% +$695K 0.05% 367
2025
Q1
$5.08M Buy
21,090
+3,844
+22% +$926K 0.04% 393
2024
Q4
$4.49M Buy
17,246
+1,565
+10% +$407K 0.04% 406
2024
Q3
$3.95M Buy
15,681
+633
+4% +$159K 0.04% 429
2024
Q2
$3.66M Buy
15,048
+927
+7% +$225K 0.04% 411
2024
Q1
$3.25M Buy
14,121
+571
+4% +$131K 0.04% 437
2023
Q4
$2.74M Buy
13,550
+723
+6% +$146K 0.04% 425
2023
Q3
$2.3M Buy
12,827
+2,315
+22% +$415K 0.04% 439
2023
Q2
$1.95M Buy
10,512
+1,621
+18% +$301K 0.03% 486
2023
Q1
$1.5M Buy
8,891
+2,497
+39% +$422K 0.02% 552
2022
Q4
$1.07M Buy
6,394
+398
+7% +$66.5K 0.02% 643
2022
Q3
$925K Buy
5,996
+857
+17% +$132K 0.02% 648
2022
Q2
$823K Buy
5,139
+4,792
+1,381% +$767K 0.02% 700
2022
Q1
$67K Buy
+347
New +$67K ﹤0.01% 1765