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

Aptus Capital 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
Q1 		– Sell
-8
Closed -$1K – 726
2021
Q4 		$1K Hold
8
– – ﹤0.01% 553
2021
Q3 		$1K Buy
+8
New +$901 ﹤0.01% 533

Other funds holding SMLV

MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Aptus Capital Advisors's SMLV Position: Q1 2022 in Review

Aptus Capital Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2022, closing a stake of 8 shares — an estimated $1K sold.

Aptus Capital Advisors first reported a position in SMLV in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 79 funds tracked by Wall St. Rank hold SMLV as of Q1 2022.

  • Aptus Capital Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 8 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2022, an estimated $1K.
  • Aptus Capital Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2021 and held it in 2 quarters.
  • Aptus Capital Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2022.

Based on Aptus Capital Advisors's 13F filing for Q1 2022, filed 4 May 2022.