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Benjamin F. Edwards & Company’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$591K Buy
5,370
+1,383
+35% +$150K 0.01% 654
2024
Q1 		$447K Buy
3,987
+3,251
+442% +$354K 0.01% 677
2023
Q4 		$83K Buy
+736
New +$75K ﹤0.01% 1125

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 $347M AUM 9.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benjamin F. Edwards & Company's SMLV Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 35% in Q2 2024, buying an estimated $150K and bringing the position to 5,370 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #654.

Benjamin F. Edwards & Company first reported a position in SMLV in Q4 2023 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold SMLV as of Q2 2024.

  • Benjamin F. Edwards & Company held 5,370 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $591K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 1,383 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2024, an estimated $150K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #654 holding.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2023 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.