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

Bell Investment 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
2024
Q1 		– Sell
-132
Closed -$14.9K – 1941
2023
Q4 		$14.9K Buy
+132
New +$13.5K ﹤0.01% 432

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
DC
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bell Investment Advisors's SMLV Position: Q1 2024 in Review

Bell Investment Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2024, closing a stake of 132 shares — an estimated $14.9K sold.

Bell Investment Advisors first reported a position in SMLV in Q4 2023 and held it in 1 quarter. The position peaked at $14.9K in Q4 2023. 76 funds tracked by Wall St. Rank hold SMLV as of Q1 2024.

  • Bell Investment Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 132 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2024, an estimated $14.9K.
  • Bell Investment Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2023 and held it in 1 quarter.
  • Bell Investment Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $14.9K in Q4 2023.
  • 76 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.