Windsor Group LTD Spdr Ser Tr S&P 1500 Momentum Transaction History

Windsor Group LTD

$546 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 06, 2020	SELL	$106.49 - $136.45 $195,089 - $249,976	-1,832 Closed	0 $0
Q3 2019 Oct 21, 2019	BUY	$128.95 - $131.33 $236,236 - $240,596	1,832 New	1,832 $0

Others Institutions Holding MMTM

# of Institutions

33

Shares Held

235K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

82.2K
Shares

$22 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

47.6K
Shares

$12.7 Million
0.67% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.57 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15.7K
Shares

$4.2 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.7 Million
0.0% of portfolio

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 Windsor Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Group LTD with notifications on news.