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BOK Financial Private Wealth’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

BOK Financial Private Wealth’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
Q4 		– Sell
-343
Closed -$42.6K – 678
2024
Q3 		$42.6K Hold
343
– – ﹤0.01% 275
2024
Q2 		$37.7K Sell
343
-76
-18% -$8.25K ﹤0.01% 292
2024
Q1 		$46.9K Buy
+419
New +$45.6K ﹤0.01% 265

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

BOK Financial Private Wealth's SMLV Position: Q4 2024 in Review

BOK Financial Private Wealth sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2024, closing a stake of 343 shares — an estimated $42.6K sold.

BOK Financial Private Wealth first reported a position in SMLV in Q1 2024 and held it in 3 quarters. The position peaked at $46.9K in Q1 2024. 86 funds tracked by Wall St. Rank hold SMLV as of Q4 2024.

  • BOK Financial Private Wealth reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 343 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2024, an estimated $42.6K.
  • BOK Financial Private Wealth first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2024 and held it in 3 quarters.
  • BOK Financial Private Wealth's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $46.9K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2024.

Based on BOK Financial Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.