20/20 Capital Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

20/20 Capital Management’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 Q4	–	Sell	-3,264	Closed	-$247K	–	173
2020 Q3	$247K	Buy	3,264 +4	+0.1%	+$311	0.09%	131
2020 Q2	$263K	Sell	3,260 -173	-5%	-$12.5K	0.1%	118
2020 Q1	$238K	Sell	3,433 -205	-6%	-$18.3K	0.11%	127
2019 Q4	$363K	Buy	+3,638	New	+$355K	0.15%	104

Other funds holding SMLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $7.29B AUM 16.22% 1-Year Est. Return

20/20 Capital Management's SMLV Position: Q4 2020 in Review

20/20 Capital Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2020, closing a stake of 3,264 shares — an estimated $247K sold.

20/20 Capital Management first reported a position in SMLV in Q4 2019 and held it in 4 quarters. The position peaked at $363K in Q4 2019. 79 funds tracked by Wall St. Rank hold SMLV as of Q4 2020.

20/20 Capital Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2020 after selling out during the quarter.
20/20 Capital Management sold 3,264 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2020, an estimated $247K.
20/20 Capital Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and held it in 4 quarters.
20/20 Capital Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $363K in Q4 2019.
79 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2020.

Based on 20/20 Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.