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

Appleton Partners’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 Q2	–	Sell	-3,460	Closed	-$229K	–	266
2020 Q1	$229K	Sell	3,460 -988	-22%	-$88.2K	0.03%	240
2019 Q4	$445K	Sell	4,448 -315	-7%	-$30.8K	0.05%	207
2019 Q3	$453K	Sell	4,763 -1,107	-19%	-$104K	0.05%	195
2019 Q2	$546K	Sell	5,870 -2,304	-28%	-$213K	0.07%	183
2019 Q1	$748K	Sell	8,174 -1,967	-19%	-$178K	0.1%	150
2018 Q4	$840K	Sell	10,141 -4,090	-29%	-$368K	0.13%	141
2018 Q3	$1.38M	Sell	14,231 -4,237	-23%	-$414K	0.18%	118
2018 Q2	$1.76M	Sell	18,468 -9,670	-34%	-$892K	0.25%	99
2018 Q1	$2.5M	Sell	28,138 -19,260	-41%	-$1.73M	0.38%	79
2017 Q4	$4.33M	Sell	47,398 -10,301	-18%	-$988K	0.67%	50
2017 Q3	$5.53M	Buy	57,699 +2,185	+4%	+$201K	0.93%	31
2017 Q2	$5.12M	Buy	55,514 +7,867	+17%	+$722K	0.86%	36
2017 Q1	$4.36M	Buy	+47,647	New	+$4.38M	0.8%	43

Other funds holding SMLV

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

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

MWM

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

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

FFN

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

Appleton Partners's SMLV Position: Q2 2020 in Review

Appleton Partners sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2020, closing a stake of 3,460 shares — an estimated $229K sold.

Appleton Partners first reported a position in SMLV in Q1 2017 and held it in 13 quarters. The position peaked at $5.53M in Q3 2017. 74 funds tracked by Wall St. Rank hold SMLV as of Q2 2020.

Appleton Partners reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
Appleton Partners sold 3,460 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2020, an estimated $229K.
Appleton Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2017 and held it in 13 quarters.
Appleton Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $5.53M in Q3 2017.
74 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2020.

Based on Appleton Partners's 13F filing for Q2 2020, filed 14 Aug 2020.