Baird Financial Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Baird Financial Group’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
2020 Q1	–	Sell	-2,500	Closed	-$250K	–	1545
2019 Q4	$250K	Hold	2,500	–	–	﹤0.01%	1391
2019 Q3	$238K	Hold	2,500	–	–	﹤0.01%	1393
2019 Q2	$233K	Hold	2,500	–	–	﹤0.01%	1423
2019 Q1	$229K	Hold	2,500	–	–	﹤0.01%	1216
2018 Q4	$207K	Hold	2,500	–	–	﹤0.01%	1205
2018 Q3	$240K	Hold	2,500	–	–	﹤0.01%	1237
2018 Q2	$238K	Hold	2,500	–	–	﹤0.01%	1207
2018 Q1	$222K	Hold	2,500	–	–	﹤0.01%	1192
2017 Q4	$228K	Hold	2,500	–	–	﹤0.01%	1187
2017 Q3	$239K	Hold	2,500	–	–	﹤0.01%	1147
2017 Q2	$231K	Buy	+2,500	New	+$229K	﹤0.01%	1142

Other funds holding SMLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

MWM

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

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

Baird Financial Group's SMLV Position: Q1 2020 in Review

Baird Financial Group sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2020, closing a stake of 2,500 shares — an estimated $250K sold.

Baird Financial Group first reported a position in SMLV in Q2 2017 and held it in 11 quarters. The position peaked at $250K in Q4 2019. 75 funds tracked by Wall St. Rank hold SMLV as of Q1 2020.

Baird Financial Group reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
Baird Financial Group sold 2,500 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2020, an estimated $250K.
Baird Financial Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2017 and held it in 11 quarters.
Baird Financial Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $250K in Q4 2019.
75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2020.

Based on Baird Financial Group's 13F filing for Q1 2020, filed 14 May 2020.