New Edge Advisors, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$178.31 - $191.11 $99,853 - $107,021	560 New	560 $100,000

Others Institutions Holding MMTM

# of Institutions

35

Shares Held

259K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

82.2K
Shares

$22.1 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

59.3K
Shares

$15.9 Million
0.83% of portfolio
Professional Financial Advisors, LLC

18.4K
Shares

$4.95 Million
1.26% of portfolio
Steward Partners Investment Advisory, LLC

17.2K
Shares

$4.63 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.71 Million
0.0% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

Ticker MMTM
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