American Portfolios Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

American Portfolios Advisors’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
2022 Q3	$151K	Buy	1,530 +3	+0.2%	+$323	0.01%	1141
2022 Q2	$159K	Buy	1,527 +262	+21%	+$28.3K	0.01%	1156
2022 Q1	$144K	Sell	1,265 -284	-18%	-$32.5K	﹤0.01%	1330
2021 Q4	$185K	Sell	1,549 -147	-9%	-$17.2K	0.01%	1199
2021 Q3	$190K	Sell	1,696 -443	-21%	-$49.9K	0.01%	1135
2021 Q2	$241K	Sell	2,139 -385	-15%	-$44K	0.01%	1034
2021 Q1	$281K	Sell	2,524 -635	-20%	-$67.5K	0.01%	890
2020 Q4	$302K	Sell	3,159 -98	-3%	-$8.52K	0.02%	739
2020 Q3	$247K	Buy	3,257 +7	+0.2%	+$544	0.01%	723
2020 Q2	$248K	Buy	3,250 +252	+8%	+$18.1K	0.02%	674
2020 Q1	$198K	Buy	+2,998	New	+$268K	0.02%	650
2018 Q3	–	Sell	-17	Closed	-$1.62K	–	2482
2018 Q2	$1.62K	Buy	+17	New	+$1.57K	﹤0.01%	2215

Other funds holding SMLV

MWM

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UCFA

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

American Portfolios Advisors's SMLV Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.2% in Q3 2022, buying an estimated $323 and bringing the position to 1,530 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #1141.

American Portfolios Advisors first reported a position in SMLV in Q2 2018 and has held it in 12 quarters since. The position peaked at $302K in Q4 2020. 71 funds tracked by Wall St. Rank hold SMLV as of Q3 2022.

American Portfolios Advisors held 1,530 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $151K as of Q3 2022.
American Portfolios Advisors bought 3 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2022, an estimated $323.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1141 holding.
American Portfolios Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2018 and has held it in 12 quarters since.
American Portfolios Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $302K in Q4 2020.
71 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.