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

Berger 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
2021
Q1 		– Sell
-25,648
Closed -$2.45M – 226
2020
Q4 		$2.45M Buy
+25,648
New +$2.23M 0.43% 74

Other funds holding SMLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Berger Financial Group's SMLV Position: Q1 2021 in Review

Berger Financial Group sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2021, closing a stake of 25,648 shares — an estimated $2.45M sold.

Berger Financial Group first reported a position in SMLV in Q4 2020 and held it in 1 quarter. The position peaked at $2.45M in Q4 2020. 78 funds tracked by Wall St. Rank hold SMLV as of Q1 2021.

  • Berger Financial Group reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 25,648 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2021, an estimated $2.45M.
  • Berger Financial Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $2.45M in Q4 2020.
  • 78 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.