MMTM

Spdr S&p1500 Momentum Tilt

Latest period2024 - Q4Total superinvestors9

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 9 superinvestors own shares of Spdr S&p1500 Momentum Tilt (MMTM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Spdr S&p1500 Momentum Tilt (MMTM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Spdr S&p1500 Momentum Tilt (MMTM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Spdr S&p1500 Momentum Tilt (MMTM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Robert Carpenter@Baltimore-washington Financial Advisors, Inc.
Recent Activity
Increased 24.57%
0.8%
$15.423M
59,251 shares@ 260.31 avg price
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
Increased 7.86%
1.23%
$4.797M
18,429 shares@ 260.3 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$1.788M
7,100 shares@ 251.82 avg price
Jill Batley@Gateway Wealth Partners, Llc
Recent Activity
Increased 8.19%
0.24%
$901,176
3,462 shares@ 260.31 avg price
PETER KRUSSEL@Southland Equity Partners Llc
Recent Activity
Decreased -0.45%
0.14%
$571,891
2,197 shares@ 260.31 avg price
Allen Pierre Harris@Berkshire Money Management, Inc.
Recent Activity
New Position
0.05%
$458,398
1,761 shares@ 260.31 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 61.13%
0.02%
$126,248
485 shares@ 260.31 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Increased 0.89%
0.05%
$59,000
229 shares@ 257.65 avg price
Stephanie West@Org Wealth Partners, Llc
Recent Activity
Decreased -21.05%
0.01%
$11,712
45 shares@ 260.27 avg price

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