Sound View Wealth Advisors Group, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

Sound View Wealth Advisors Group, LLC

$1.2 Billion
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 21, 2021	SELL	$168.26 - $181.61 $960,596 - $1.04 Million	-5,709 Closed	0 $0
Q1 2021 Apr 28, 2021	SELL	$157.42 - $169.83 $508,309 - $548,381	-3,229 Reduced 36.13%	5,709 $949,000
Q4 2020 Feb 02, 2021	SELL	$143.17 - $162.31 $6,442 - $7,303	-45 Reduced 0.5%	8,938 $1.45 Million
Q3 2020 Nov 09, 2020	SELL	$135.29 - $159.29 $7,711 - $9,079	-57 Reduced 0.63%	8,983 $1.33 Million
Q2 2020 Aug 07, 2020	BUY	$106.49 - $136.45 $258,131 - $330,754	2,424 Added 36.64%	9,040 $1.21 Million
Q1 2020 May 12, 2020	BUY	$96.4 - $146.53 $132,742 - $201,771	1,377 Added 26.28%	6,616 $738,000
Q4 2019 Jan 27, 2020	BUY	$126.19 - $138.3 $8,580 - $9,404	68 Added 1.32%	5,239 $722,000
Q3 2019 Nov 07, 2019	SELL	$128.95 - $131.33 $11,089 - $11,294	-86 Reduced 1.64%	5,171 $671,000
Q2 2019 Aug 07, 2019	BUY	N/A	5,257 New	5,257 $672,000

Others Institutions Holding MMTM

# of Institutions

39

Shares Held

345K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

105K
Shares

$28.4 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

62.5K
Shares

$16.9 Million
0.84% of portfolio
Morgan Stanley New York, NY

26.2K
Shares

$7.1 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

21.1K
Shares

$5.72 Million
0.05% of portfolio
Professional Financial Advisors, LLC

19K
Shares

$5.15 Million
1.2% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

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