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

Affiance Financial’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
2023 Q1	–	Sell	-1,589	Closed	-$171K	–	362
2022 Q4	$171K	Buy	+1,589	New	+$172K	0.07%	104
2021 Q4	–	Sell	-1,905	Closed	-$214K	–	155
2021 Q3	$214K	Sell	1,905 -108	-5%	-$12.2K	0.09%	106
2021 Q2	$227K	Sell	2,013 -138	-6%	-$15.8K	0.1%	103
2021 Q1	$240K	Sell	2,151 -91	-4%	-$9.67K	0.11%	96
2020 Q4	$215K	Sell	2,242 -1,209	-35%	-$105K	0.11%	96
2020 Q3	$261K	Sell	3,451 -138,961	-98%	-$10.8M	0.15%	86
2020 Q2	$10.9M	Buy	142,412 +9,352	+7%	+$673K	5.91%	4
2020 Q1	$8.79M	Buy	+133,060	New	+$11.9M	6.06%	4

Other funds holding SMLV

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Affiance Financial's SMLV Position: Q1 2023 in Review

Affiance Financial sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2023, closing a stake of 1,589 shares — an estimated $171K sold.

Affiance Financial first reported a position in SMLV in Q1 2020 and held it in 8 quarters. The position peaked at $10.9M in Q2 2020. 73 funds tracked by Wall St. Rank hold SMLV as of Q1 2023.

Affiance Financial reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 1,589 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2023, an estimated $171K.
Affiance Financial first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2020 and held it in 8 quarters.
Affiance Financial's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $10.9M in Q2 2020.
73 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.