Coastal Investment Advisors, Inc. Spdr Ser Tr S&P 1500 Momentum Transaction History

Coastal Investment Advisors, Inc.

$281 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 05, 2020	SELL	$126.19 - $138.3 $2,523 - $2,766	-20 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	20 New	20 $2,000

Others Institutions Holding MMTM

# of Institutions

40

Shares Held

318K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

88.6K
Shares

$25.1 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

64.4K
Shares

$18.2 Million
0.84% of portfolio
Steward Partners Investment Advisory, LLC

23.7K
Shares

$6.7 Million
0.05% of portfolio
Morgan Stanley New York, NY

23.5K
Shares

$6.64 Million
0.0% of portfolio
Professional Financial Advisors, LLC

19.7K
Shares

$5.56 Million
1.21% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

Ticker MMTM
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