Purchases and Sales Made in Q3 2024 in Spdr Ser Tr S&P 1500 Momentum (MMTM)
This table provides information about the institutional ownership of Spdr Ser Tr S&P 1500 Momentum (MMTM) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR S&P 1500 MOMENTUM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.09KNew |
$467K - $526K
|
2.09K
$527K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
825+ 34.74% |
$185K - $208K
|
3.2K
$808K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
747+ 1358.18% |
$167K - $188K
|
802
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
162+ 184.09% |
$36.2K - $40.8K
|
250
$63.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
57New |
$12.8K - $14.4K
|
57
$14.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
43+ 0.25% |
$9.62K - $10.8K
|
17.1K
$4.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.24% |
$224 - $252
|
423
$107K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-41- 1.82% |
$9.17K - $10.3K
|
2.21K
$558K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-177- 3.94% |
$39.6K - $44.6K
|
4.31K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-685- 8.8% |
$153K - $173K
|
7.1K
$1.79M
|