WWM
MMTM icon

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

Windsor Wealth Management’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
2020
Q2 		– Sell
-1,832
Closed -$204K – 190
2020
Q1 		$204K Hold
1,832
– – 0.08% 172
2019
Q4 		$253K Hold
1,832
– – 0.09% 169
2019
Q3 		$231K Buy
+1,832
New +$237K 0.1% 163

Other funds holding MMTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Windsor Wealth Management's MMTM Position: Q2 2020 in Review

Windsor Wealth Management sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2020, closing a stake of 1,832 shares — an estimated $204K sold.

Windsor Wealth Management first reported a position in MMTM in Q3 2019 and held it in 3 quarters. The position peaked at $253K in Q4 2019. 21 funds tracked by Wall St. Rank hold MMTM as of Q2 2020.

  • Windsor Wealth Management reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2020 after selling out during the quarter.
  • Windsor Wealth Management sold 1,832 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2020, an estimated $204K.
  • Windsor Wealth Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2019 and held it in 3 quarters.
  • Windsor Wealth Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $253K in Q4 2019.
  • 21 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2020.

Based on Windsor Wealth Management's 13F filing for Q2 2020, filed 6 Jul 2020.