VisionPoint Advisory Group’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-802	Closed	-$202K	–	308
2024 Q3	$202K	Buy	802 +747	+1,358%	+$182K	0.07%	172
2024 Q2	$13.4K	Buy	+55	New	+$12.7K	﹤0.01%	464

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

VisionPoint Advisory Group's MMTM Position: Q4 2024 in Review

VisionPoint Advisory Group sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q4 2024, closing a stake of 802 shares — an estimated $202K sold.

VisionPoint Advisory Group first reported a position in MMTM in Q2 2024 and held it in 2 quarters. The position peaked at $202K in Q3 2024. 38 funds tracked by Wall St. Rank hold MMTM as of Q4 2024.

VisionPoint Advisory Group reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q4 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 802 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2024, an estimated $202K.
VisionPoint Advisory Group first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2024 and held it in 2 quarters.
VisionPoint Advisory Group's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $202K in Q3 2024.
38 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2024.

Based on VisionPoint Advisory Group's 13F filing for Q4 2024, filed 3 Feb 2025.