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1776 Wealth’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

1776 Wealth’s Portfolio SMLV Stock Details SMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,250
Closed -$95K – 277
2020
Q2 		$95K Sell
1,250
-3,400
-73% -$245K 0.07% 147
2020
Q1 		$395K Buy
4,650
+2,050
+79% +$183K 0.17% 93
2019
Q4 		$260K Buy
+2,600
New +$254K 0.22% 82

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

1776 Wealth's SMLV Position: Q3 2020 in Review

1776 Wealth sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2020, closing a stake of 1,250 shares — an estimated $95K sold.

1776 Wealth first reported a position in SMLV in Q4 2019 and held it in 3 quarters. The position peaked at $395K in Q1 2020. 64 funds tracked by Wall St. Rank hold SMLV as of Q3 2020.

  • 1776 Wealth reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
  • 1776 Wealth sold 1,250 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2020, an estimated $95K.
  • 1776 Wealth first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and held it in 3 quarters.
  • 1776 Wealth's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $395K in Q1 2020.
  • 64 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.