Beacon Pointe Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $507K | Sell |
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2025
Q2 | $549K | Sell |
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2025
Q1 | $620K | Buy |
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|
2024
Q4 | $641K | Sell |
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $644K | Sell |
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|
2023
Q4 | $693K | Sell |
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|
2023
Q3 | $815K | Buy |
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|
2023
Q2 | $806K | Buy |
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|
2023
Q1 | $804K | Buy |
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|
2022
Q4 | $778K | Buy |
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|
2022
Q3 | $669K | Sell |
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|
2022
Q2 | $732K | Sell |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $947K | Buy |
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|
2021
Q3 | $774K | Sell |
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|
2021
Q2 | $851K | Buy |
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|
2021
Q1 | $828K | Buy |
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|
2020
Q4 | $580K | Buy |
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|
2020
Q3 | $356K | Buy |
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|
2020
Q2 | $321K | Buy |
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