Tower Research Capital (TRC)’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Tower Research Capital (TRC)’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 Q4	–	Sell	-3,452	Closed	-$533K	–	6188
2022 Q3	$533K	Sell	3,452 -5,595	-62%	-$943K	0.01%	1092
2022 Q2	$1.45M	Sell	9,047 -5,568	-38%	-$969K	0.03%	487
2022 Q1	$2.83M	Buy	+14,615	New	+$2.78M	0.03%	476
2021 Q4	–	Sell	-1,276	Closed	-$234K	–	6391
2021 Q3	$234K	Sell	1,276 -12,552	-91%	-$2.34M	0.01%	1667
2021 Q2	$2.51M	Buy	13,828 +13,795	+41,803%	+$2.43M	0.07%	244
2021 Q1	$5K	Buy	+33	New	+$5.42K	﹤0.01%	4676
2015 Q4	–	Sell	-45	Closed	-$4K	–	4823
2015 Q3	$4K	Buy	45 +20	+80%	+$1.75K	﹤0.01%	2947
2015 Q2	$2K	Hold	25	–	–	﹤0.01%	3752
2015 Q1	$2K	Buy	25 +22	+733%	+$1.93K	﹤0.01%	3795
2014 Q4	$0	Buy	+3	New	+$255	﹤0.01%	4415
2013 Q4	–	Sell	-187	Closed	-$13K	–	4754
2013 Q3	$13K	Buy	+187	New	+$13.4K	﹤0.01%	3009

Other funds holding MMTM

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

BWFA

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

WWM

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

RJFSA

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

Goldman Sachs New York $871B AUM 31.28% 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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Tower Research Capital (TRC)'s MMTM Position: Q4 2022 in Review

Tower Research Capital (TRC) sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q4 2022, closing a stake of 3,452 shares — an estimated $533K sold.

Tower Research Capital (TRC) first reported a position in MMTM in Q3 2013 and held it in 11 quarters. The position peaked at $2.83M in Q1 2022. 26 funds tracked by Wall St. Rank hold MMTM as of Q4 2022.

Tower Research Capital (TRC) reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q4 2022 after selling out during the quarter.
Tower Research Capital (TRC) sold 3,452 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2022, an estimated $533K.
Tower Research Capital (TRC) first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2013 and held it in 11 quarters.
Tower Research Capital (TRC)'s State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $2.83M in Q1 2022.
26 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2022.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2022, filed 10 Feb 2023.