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

Arete Wealth 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
2019
Q1 		– Sell
-2,832
Closed -$235K – 411
2018
Q4 		$235K Buy
+2,832
New +$255K 0.06% 309

Other funds holding SMLV

Ameriprise
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arete Wealth Advisors's SMLV Position: Q1 2019 in Review

Arete Wealth Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2019, closing a stake of 2,832 shares — an estimated $235K sold.

Arete Wealth Advisors first reported a position in SMLV in Q4 2018 and held it in 1 quarter. The position peaked at $235K in Q4 2018. 69 funds tracked by Wall St. Rank hold SMLV as of Q1 2019.

  • Arete Wealth Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2019 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,832 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2019, an estimated $235K.
  • Arete Wealth Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2018 and held it in 1 quarter.
  • Arete Wealth Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $235K in Q4 2018.
  • 69 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2019.

Based on Arete Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.