Trustcore Financial Services, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

Trustcore Financial Services, LLC

$1.13 Billion
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 30, 2021	SELL	$157.42 - $169.83 $58,245 - $62,837	-370 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$143.17 - $162.31 $52,972 - $60,054	370 New	370 $60,000

Others Institutions Holding MMTM

# of Institutions

33

Shares Held

235K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

82.2K
Shares

$21.7 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

47.6K
Shares

$12.6 Million
0.67% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.51 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15.7K
Shares

$4.14 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.67 Million
0.0% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

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