Stratos Wealth Partners, Ltd. Spdr Ser Tr S&P 1500 Momentum Transaction History

Stratos Wealth Partners, Ltd.

$6.79 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$155.84 - $194.88 $803,355 - $1 Million	-5,155 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$178.34 - $204.72 $2,675 - $3,070	-15 Reduced 0.29%	5,155 $998,000
Q4 2021 Jan 14, 2022	BUY	$183.29 - $203.85 $947,609 - $1.05 Million	5,170 New	5,170 $1.05 Million
Q3 2020 Oct 29, 2020	SELL	$135.29 - $159.29 $647,768 - $762,680	-4,788 Closed	0 $0
Q2 2020 Jul 28, 2020	SELL	$106.49 - $136.45 $16,399 - $21,013	-154 Reduced 3.12%	4,788 $642,000
Q1 2020 May 04, 2020	SELL	$96.4 - $146.53 $24,678 - $37,511	-256 Reduced 4.92%	4,942 $551,000
Q4 2019 Jan 29, 2020	BUY	$126.19 - $138.3 $103,980 - $113,959	824 Added 18.84%	5,198 $717,000
Q3 2019 Nov 12, 2019	BUY	$128.95 - $131.33 $553,711 - $563,931	4,294 Added 5367.5%	4,374 $568,000
Q3 2019 Nov 12, 2019	SELL	$128.95 - $131.33 $584,659 - $595,450	-4,534 Reduced 98.27%	80 $568,000
Q2 2019 Aug 06, 2019	BUY	N/A	4,614 New	4,614 $590,000

Others Institutions Holding MMTM

# of Institutions

32

Shares Held

217K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

69.1K
Shares

$17.5 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

44.7K
Shares

$11.3 Million
0.65% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.32 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15K
Shares

$3.8 Million
0.04% of portfolio
Western Wealth Management, LLC

9.08K
Shares

$2.29 Million
0.17% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

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