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

Calton & 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
2018
Q1 		– Sell
-703
Closed -$65K – 1130
2017
Q4 		$65K Buy
+703
New +$67.4K 0.02% 603

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BBA
Braun-Bostich & Associates Canonsburg, Pennsylvania $160M AUM 17.77% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Calton & Associates's SMLV Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2018, closing a stake of 703 shares — an estimated $65K sold.

Calton & Associates first reported a position in SMLV in Q4 2017 and held it in 1 quarter. The position peaked at $65K in Q4 2017. 57 funds tracked by Wall St. Rank hold SMLV as of Q1 2018.

  • Calton & Associates reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 703 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2018, an estimated $65K.
  • Calton & Associates first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $65K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.