AE Wealth Management’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.63K | Hold |
69
| – | – | ﹤0.01% | 1895 |
|
|
2025
Q1 | $8.48K | Hold |
69
| – | – | ﹤0.01% | 1874 |
|
|
2024
Q4 | $8.81K | Buy |
+69
| New | +$8.81K | ﹤0.01% | 1858 |
|
|
2021
Q2 | – | Sell |
-3,143
| Closed | -$350K | – | 1645 |
|
|
2021
Q1 | $350K | Sell |
3,143
-5,575
| -64% | -$621K | ﹤0.01% | 1193 |
|
|
2020
Q4 | $834K | Buy |
+8,718
| New | +$834K | 0.01% | 772 |
|
|
2020
Q3 | – | Sell |
-5,920
| Closed | -$452K | – | 1350 |
|
|
2020
Q2 | $452K | Buy |
+5,920
| New | +$452K | 0.01% | 909 |
|
|
2020
Q1 | – | Sell |
-4,239
| Closed | -$424K | – | 1254 |
|
|
2019
Q4 | $424K | Buy |
4,239
+200
| +5% | +$20K | 0.01% | 786 |
|
|
2019
Q3 | $384K | Buy |
4,039
+1,031
| +34% | +$98K | 0.01% | 690 |
|
|
2019
Q2 | $280K | Buy |
+3,008
| New | +$280K | 0.01% | 779 |
|