Steward Partners Investment Advisory, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ser Tr S&P 1500 Momentum stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 15,681 shares of MMTM stock, worth $4.15 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,681
Previous 15,048 4.21%
Holding current value
$4.15 Million
Previous $3.66 Million 8.02%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$223.74 - $251.93 $141,627 - $159,471
633 Added 4.21%
15,681 $3.95 Million
Q2 2024

Aug 08, 2024
BUY
$215.16 - $245.69 $199,453 - $227,754
927 Added 6.56%
15,048 $3.66 Million
Q1 2024

May 15, 2024
BUY
$197.12 - $230.64 $112,555 - $131,695
571 Added 4.21%
14,121 $3.25 Million
Q4 2023

Feb 12, 2024
BUY
$172.61 - $202.76 $124,797 - $146,595
723 Added 5.64%
13,550 $2.74 Million
Q3 2023

Nov 13, 2023
BUY
$178.31 - $191.11 $412,787 - $442,419
2,315 Added 22.02%
12,827 $2.3 Million
Q2 2023

Aug 14, 2023
BUY
$168.6 - $185.52 $273,300 - $300,727
1,621 Added 18.23%
10,512 $1.95 Million
Q1 2023

May 15, 2023
BUY
$161.84 - $173.62 $404,114 - $433,529
2,497 Added 39.05%
8,891 $1.5 Million
Q4 2022

Feb 15, 2023
BUY
$155.0 - $176.28 $61,690 - $70,159
398 Added 6.64%
6,394 $1.07 Million
Q3 2022

Nov 10, 2022
BUY
$154.35 - $179.8 $132,277 - $154,088
857 Added 16.68%
5,996 $925,000
Q2 2022

Aug 04, 2022
BUY
$155.84 - $194.88 $746,785 - $933,864
4,792 Added 1380.98%
5,139 $823,000
Q1 2022

May 02, 2022
BUY
$178.34 - $204.72 $61,883 - $71,037
347 New
347 $67,000

Others Institutions Holding MMTM

# of Institutions
33
Shares Held
235K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR S&P 1500 MOMENTUM

MMTM Quotes by TradingView
  • Ticker MMTM
  • Sector ETFs
  • Industry ETFs
More about MMTM
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email