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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-14,324
Closed -$1.17M 376
2016
Q3
$1.17M Sell
14,324
-1,575
-10% -$128K 0.45% 26
2016
Q2
$1.24M Sell
15,899
-1,719
-10% -$132K 0.63% 26
2016
Q1
$1.35M Sell
17,618
-691
-4% -$49.5K 0.94% 28
2015
Q4
$1.37M Buy
+18,309
New +$1.39M 1.55% 13

Other funds holding SMLV

Advocacy Wealth Management Services's SMLV Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2016, closing a stake of 14,324 shares — an estimated $1.17M sold.

Advocacy Wealth Management Services first reported a position in SMLV in Q4 2015 and held it in 4 quarters. The position peaked at $1.37M in Q4 2015. 39 funds tracked by Wall St. Rank hold SMLV as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 14,324 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2016, an estimated $1.17M.
  • Advocacy Wealth Management Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2015 and held it in 4 quarters.
  • Advocacy Wealth Management Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.37M in Q4 2015.
  • 39 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.