Weaver Consulting Group Spdr Ser Tr S&P 1500 Momentum Transaction History

Weaver Consulting Group

$293 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$143.17 - $162.31 $10,880 - $12,335	-76 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$126.19 - $138.3 $9,590 - $10,510	76 New	76 $10,000

Others Institutions Holding MMTM

# of Institutions

40

Shares Held

342K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

105K
Shares

$26.8 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

62.5K
Shares

$16 Million
0.84% of portfolio
Morgan Stanley New York, NY

26.2K
Shares

$6.69 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

21.1K
Shares

$5.39 Million
0.05% of portfolio
Professional Financial Advisors, LLC

18.7K
Shares

$4.78 Million
1.17% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

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