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

Arcus Capital 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
2019 Q2	–	Sell	-12,802	Closed	-$1.17M	–	143
2019 Q1	$1.17M	Buy	12,802 +61	+0.5%	+$5.51K	0.45%	34
2018 Q4	$1.06M	Sell	12,741 -278	-2%	-$25K	0.62%	34
2018 Q3	$1.26M	Sell	13,019 -261	-2%	-$25.5K	0.6%	28
2018 Q2	$1.26M	Sell	13,280 -184	-1%	-$17K	0.62%	25
2018 Q1	$1.2M	Buy	+13,464	New	+$1.21M	0.67%	29

Other funds holding SMLV

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Arcus Capital Partners's SMLV Position: Q2 2019 in Review

Arcus Capital Partners sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2019, closing a stake of 12,802 shares — an estimated $1.17M sold.

Arcus Capital Partners first reported a position in SMLV in Q1 2018 and held it in 5 quarters. The position peaked at $1.26M in Q2 2018. 66 funds tracked by Wall St. Rank hold SMLV as of Q2 2019.

Arcus Capital Partners reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2019 after selling out during the quarter.
Arcus Capital Partners sold 12,802 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2019, an estimated $1.17M.
Arcus Capital Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2018 and held it in 5 quarters.
Arcus Capital Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.26M in Q2 2018.
66 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2019.

Based on Arcus Capital Partners's 13F filing for Q2 2019, filed 19 Jul 2019.