Ubs Group Ag Spdr Ser Tr S&P 1500 Momentum Transaction History

Ubs Group Ag

$555 Billion
Q2 2025

A detailed history of Ubs Group Ag transactions in Spdr Ser Tr S&P 1500 Momentum stock. As of the latest transaction made, Ubs Group Ag holds 1,048 shares of MMTM stock, worth $299,088. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,048

Holding current value

$299,088

% of portfolio

0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$212.85 - $266.59 $223,066 - $279,386	1,048 New	1,048 $279,000
Q4 2023 Feb 09, 2024	BUY	$172.61 - $202.76 $33,141 - $38,929	192 Added 103.78%	377 $76,000
Q3 2023 Nov 09, 2023	BUY	$178.31 - $191.11 $25,854 - $27,710	145 Added 362.5%	185 $33,000
Q2 2023 Aug 11, 2023	BUY	$168.6 - $185.52 $6,744 - $7,420	40 New	40 $7,000
Q3 2022 Nov 10, 2022	SELL	$154.35 - $179.8 $8,952 - $10,428	-58 Reduced 16.71%	289 $45,000
Q2 2022 Aug 10, 2022	SELL	$155.84 - $194.88 $315,887 - $395,021	-2,027 Reduced 85.38%	347 $56,000
Q1 2022 May 16, 2022	BUY	$178.34 - $204.72 $63,845 - $73,289	358 Added 17.76%	2,374 $460,000
Q4 2021 Feb 14, 2022	SELL	$183.29 - $203.85 $386,741 - $430,123	-2,110 Reduced 51.14%	2,016 $408,000
Q3 2021 Nov 15, 2021	SELL	$177.11 - $192.05 $74,563 - $80,853	-421 Reduced 9.26%	4,126 $756,000
Q2 2021 Aug 13, 2021	BUY	$168.26 - $181.61 $517,231 - $558,269	3,074 Added 208.69%	4,547 $826,000
Q1 2021 May 12, 2021	BUY	$157.42 - $169.83 $177,569 - $191,568	1,128 Added 326.96%	1,473 $245,000
Q4 2020 Feb 11, 2021	BUY	$143.17 - $162.31 $49,393 - $55,996	345 New	345 $56,000
Q3 2020 Nov 12, 2020	SELL	$135.29 - $159.29 $45,863 - $53,999	-339 Closed	0 $0
Q2 2020 Jul 31, 2020	BUY	$106.49 - $136.45 $25,877 - $33,157	243 Added 253.13%	339 $45,000
Q1 2020 May 01, 2020	SELL	$96.4 - $146.53 $13,110 - $19,928	-136 Reduced 58.62%	96 $11,000
Q4 2019 Feb 14, 2020	BUY	$126.19 - $138.3 $15,268 - $16,734	121 Added 109.01%	232 $32,000
Q3 2019 Nov 14, 2019	BUY	$128.95 - $131.33 $14,313 - $14,577	111 New	111 $14,000
Q1 2019 May 14, 2019	SELL	N/A	-409 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	409 New	409 $44,000
Q2 2018 Aug 14, 2018	SELL	N/A	-684 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-616 Reduced 47.38%	684 $79,000
Q4 2017 Feb 14, 2018	BUY	N/A	910 Added 233.33%	1,300 $149,000
Q3 2017 Nov 14, 2017	BUY	N/A	320 Added 457.14%	390 $42,000
Q2 2017 Aug 14, 2017	SELL	N/A	-168 Reduced 70.59%	70 $7,000
Q1 2017 Nov 14, 2017	BUY	N/A	238	238 $23,000

Others Institutions Holding MMTM

# of Institutions

Shares Held

321K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

88.6K
Shares

$25.3 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

64.4K
Shares

$18.4 Million
0.84% of portfolio
Steward Partners Investment Advisory, LLC

23.7K
Shares

$6.76 Million
0.05% of portfolio
Morgan Stanley New York, NY

23.5K
Shares

$6.7 Million
0.0% of portfolio
Professional Financial Advisors, LLC

19K
Shares

$5.42 Million
1.2% of portfolio

View Full List

About SPDR SER TR S&P 1500 MOMENTUM

Ticker MMTM
Sector ETFs
Industry ETFs

More about MMTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ubs Group Ag, based on Form 13F filings with the SEC.

News

Stay updated on Ubs Group Ag with notifications on news.

Account