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

Stratos Wealth Partners’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
2022 Q2	–	Sell	-5,155	Closed	-$998K	–	1257
2022 Q1	$998K	Sell	5,155 -15	-0.3%	-$2.85K	0.02%	556
2021 Q4	$1.05M	Buy	+5,170	New	+$1.02M	0.02%	547
2020 Q3	–	Sell	-4,788	Closed	-$642K	–	1049
2020 Q2	$642K	Sell	4,788 -154	-3%	-$19.4K	0.02%	512
2020 Q1	$551K	Sell	4,942 -256	-5%	-$33.7K	0.03%	499
2019 Q4	$717K	Buy	5,198 +824	+19%	+$110K	0.03%	484
2019 Q3	$568K	Sell	4,374 -240	-5%	-$31.1K	0.02%	528
2019 Q2	$590K	Buy	+4,614	New	+$578K	0.03%	512

Other funds holding MMTM

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

WWM

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

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

BWFA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RJFSA

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

TRCT

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Stratos Wealth Partners's MMTM Position: Q2 2022 in Review

Stratos Wealth Partners sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2022, closing a stake of 5,155 shares — an estimated $998K sold.

Stratos Wealth Partners first reported a position in MMTM in Q2 2019 and held it in 7 quarters. The position peaked at $1.05M in Q4 2021. 27 funds tracked by Wall St. Rank hold MMTM as of Q2 2022.

Stratos Wealth Partners reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2022 after selling out during the quarter.
Stratos Wealth Partners sold 5,155 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2022, an estimated $998K.
Stratos Wealth Partners first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2019 and held it in 7 quarters.
Stratos Wealth Partners's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $1.05M in Q4 2021.
27 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2022.

Based on Stratos Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.