Braun-Bostich & Associates’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Braun-Bostich & Associates’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
2020 Q4	–	Sell	-417	Closed	-$32K	–	183
2020 Q3	$32K	Sell	417 -1,110	-73%	-$86.3K	0.03%	179
2020 Q2	$117K	Hold	1,527	–	–	0.11%	96
2020 Q1	$93K	Buy	1,527 +1	+0.1%	+$89	0.12%	103
2019 Q4	$152K	Buy	+1,526	New	+$149K	0.15%	97
2019 Q3	–	Sell	-3,006	Closed	-$280K	–	266
2019 Q2	$280K	Sell	3,006 -1,658	-36%	-$153K	0.29%	75
2019 Q1	$427K	Sell	4,664 -22,728	-83%	-$2.05M	0.44%	58
2018 Q4	$2.27M	Sell	27,392 -992	-3%	-$89.4K	2.41%	5
2018 Q3	$2.75M	Buy	28,384 +1,411	+5%	+$138K	2.65%	5
2018 Q2	$2.57M	Sell	26,973 -1,549	-5%	-$143K	2.57%	5
2018 Q1	$2.53M	Sell	28,522 -506	-2%	-$45.5K	2.19%	8
2017 Q4	$2.65M	Buy	+29,028	New	+$2.78M	2.25%	9

Other funds holding SMLV

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MWM

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

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Braun-Bostich & Associates's SMLV Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2020, closing a stake of 417 shares — an estimated $32K sold.

Braun-Bostich & Associates first reported a position in SMLV in Q4 2017 and held it in 11 quarters. The position peaked at $2.75M in Q3 2018. 79 funds tracked by Wall St. Rank hold SMLV as of Q4 2020.

Braun-Bostich & Associates reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 417 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2020, an estimated $32K.
Braun-Bostich & Associates first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $2.75M in Q3 2018.
79 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.