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

Atria Wealth Solutions’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
2023 Q4	–	Sell	-6,107	Closed	-$604K	–	2016
2023 Q3	$604K	Sell	6,107 -7,270	-54%	-$760K	0.01%	1043
2023 Q2	$1.38M	Buy	13,377 +7,249	+118%	+$738K	0.02%	714
2023 Q1	$644K	Hold	6,128	–	–	0.01%	996
2022 Q4	$660K	Hold	6,128	–	–	0.01%	947
2022 Q3	$605K	Sell	6,128 -204	-3%	-$22K	0.01%	926
2022 Q2	$660K	Buy	6,332 +257	+4%	+$27.8K	0.01%	856
2022 Q1	$694K	Buy	+6,075	New	+$696K	0.01%	901

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

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

KAS

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Atria Wealth Solutions's SMLV Position: Q4 2023 in Review

Atria Wealth Solutions sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2023, closing a stake of 6,107 shares — an estimated $604K sold.

Atria Wealth Solutions first reported a position in SMLV in Q1 2022 and held it in 7 quarters. The position peaked at $1.38M in Q2 2023. 74 funds tracked by Wall St. Rank hold SMLV as of Q4 2023.

Atria Wealth Solutions reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 6,107 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2023, an estimated $604K.
Atria Wealth Solutions first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.38M in Q2 2023.
74 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.