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

Stifel Financial’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	-1,904	Closed	-$247K	–	3058
2019 Q3	$247K	Sell	1,904 -1,684	-47%	-$218K	﹤0.01%	2546
2019 Q2	$459K	Buy	+3,588	New	+$450K	﹤0.01%	2258

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

Stifel Financial's MMTM Position: Q4 2019 in Review

Stifel Financial sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q4 2019, closing a stake of 1,904 shares — an estimated $247K sold.

Stifel Financial first reported a position in MMTM in Q2 2019 and held it in 2 quarters. The position peaked at $459K in Q2 2019. 24 funds tracked by Wall St. Rank hold MMTM as of Q4 2019.

Stifel Financial reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q4 2019 after selling out during the quarter.
Stifel Financial sold 1,904 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2019, an estimated $247K.
Stifel Financial first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2019 and held it in 2 quarters.
Stifel Financial's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $459K in Q2 2019.
24 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2019.

Based on Stifel Financial's 13F filing for Q4 2019, filed 13 Feb 2020.