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

Bickling Financial Services’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
2022 Q4	$491K	Buy	4,557 +38	+0.8%	+$4.11K	0.31%	60
2022 Q3	$447K	Buy	4,519 +24	+0.5%	+$2.58K	0.3%	64
2022 Q2	$469K	Sell	4,495 -75	-2%	-$8.11K	0.3%	63
2022 Q1	$522K	Buy	4,570 +18	+0.4%	+$2.06K	0.27%	71
2021 Q4	$544K	Buy	4,552 +32	+0.7%	+$3.75K	0.26%	68
2021 Q3	$507K	Buy	4,520 +24	+0.5%	+$2.7K	0.26%	68
2021 Q2	$506K	Buy	4,496 +28	+0.6%	+$3.2K	0.23%	70
2021 Q1	$498K	Sell	4,468 -383	-8%	-$40.7K	0.25%	70
2020 Q4	$464K	Buy	+4,851	New	+$421K	0.29%	58

Other funds holding SMLV

Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return

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

MWM

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

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

Bickling Financial Services's SMLV Position: Q4 2022 in Review

Bickling Financial Services increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.84% in Q4 2022, buying an estimated $4.11K and bringing the position to 4,557 shares worth $491K. The position accounts for 0.31% of the portfolio, ranked #60.

Bickling Financial Services first reported a position in SMLV in Q4 2020 and has held it in 9 quarters since. The position peaked at $544K in Q4 2021. 75 funds tracked by Wall St. Rank hold SMLV as of Q4 2022.

Bickling Financial Services held 4,557 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $491K as of Q4 2022.
Bickling Financial Services bought 38 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2022, an estimated $4.11K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.31% of Bickling Financial Services's portfolio in Q4 2022, its #60 holding.
Bickling Financial Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $544K in Q4 2021.
75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.