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

VitalStone 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
2024 Q3	$106K	Buy	423 +1	+0.2%	+$243	0.07%	137
2024 Q2	$103K	Hold	422	–	–	0.07%	142
2024 Q1	$97K	Sell	422 -50	-11%	-$10.8K	0.07%	136
2023 Q4	$95K	Hold	472	–	–	0.08%	123
2023 Q3	$89K	Sell	472 -340	-42%	-$63.2K	0.08%	110
2023 Q2	$138K	Buy	+812	New	+$142K	0.08%	171
2023 Q1	–	Sell	-825	Closed	-$137K	–	448
2022 Q4	$137K	Buy	+825	New	+$138K	0.09%	76

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

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

VitalStone Financial's MMTM Position: Q3 2024 in Review

VitalStone Financial increased its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 0.24% in Q3 2024, buying an estimated $243 and bringing the position to 423 shares worth $106K. The position accounts for 0.07% of the portfolio, ranked #137.

VitalStone Financial first reported a position in MMTM in Q4 2022 and has held it in 7 quarters since. The position peaked at $138K in Q2 2023. 34 funds tracked by Wall St. Rank hold MMTM as of Q3 2024.

VitalStone Financial held 423 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $106K as of Q3 2024.
VitalStone Financial bought 1 State Street SPDR S&P 1500 Momentum Tilt ETF share in Q3 2024, an estimated $243.
State Street SPDR S&P 1500 Momentum Tilt ETF made up 0.07% of VitalStone Financial's portfolio in Q3 2024, its #137 holding.
VitalStone Financial first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2022 and has held it in 7 quarters since.
VitalStone Financial's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $138K in Q2 2023.
34 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.