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

Aspire Wealth Management’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
2024 Q1	–	Sell	-77	Closed	-$8.69K	–	195
2023 Q4	$8.69K	Hold	77	–	–	0.01%	159
2023 Q3	$7.64K	Hold	77	–	–	0.01%	159
2023 Q2	$7.98K	Sell	77 -8,209	-99%	-$835K	0.01%	166
2023 Q1	$871K	Buy	8,286 +776	+10%	+$85.2K	0.71%	34
2022 Q4	$808K	Buy	7,510 +3,479	+86%	+$376K	0.7%	32
2022 Q3	$398K	Buy	4,031 +278	+7%	+$29.9K	0.38%	47
2022 Q2	$391K	Sell	3,753 -1,065	-22%	-$115K	0.36%	50
2022 Q1	$550K	Sell	4,818 -4,596	-49%	-$527K	0.44%	44
2021 Q4	$1.13M	Buy	+9,414	New	+$1.1M	0.91%	25

Other funds holding SMLV

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

MWM

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

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

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

Aspire Wealth Management's SMLV Position: Q1 2024 in Review

Aspire Wealth Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2024, closing a stake of 77 shares — an estimated $8.69K sold.

Aspire Wealth Management first reported a position in SMLV in Q4 2021 and held it in 9 quarters. The position peaked at $1.13M in Q4 2021. 76 funds tracked by Wall St. Rank hold SMLV as of Q1 2024.

Aspire Wealth Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
Aspire Wealth Management sold 77 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2024, an estimated $8.69K.
Aspire Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2021 and held it in 9 quarters.
Aspire Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.13M in Q4 2021.
76 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2024.

Based on Aspire Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.