Capital One Investing’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Capital One Investing’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
2019 Q3	$312K	Buy	+3,259	New	+$305K	0.07%	151
2019 Q2	–	Sell	-3,226	Closed	-$295K	–	191
2019 Q1	$295K	Sell	3,226 -72	-2%	-$6.51K	0.08%	150
2018 Q4	$273K	Buy	+3,298	New	+$297K	0.1%	117

Other funds holding SMLV

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

UCFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Capital One Investing's SMLV Position: Q3 2019 in Review

Capital One Investing opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2019: 3,259 shares worth $312K. The stake represents 0.07% of the portfolio and ranks #151 among its holdings. This is a return to the name: Capital One Investing previously reported a position in SMLV as recently as Q1 2019.

Capital One Investing first reported a position in SMLV in Q4 2018 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold SMLV as of Q3 2019.

Capital One Investing held 3,259 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $312K as of Q3 2019.
State Street SPDR US Small Cap Low Volatility Index ETF was a new Capital One Investing position in Q3 2019.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.07% of Capital One Investing's portfolio in Q3 2019, its #151 holding.
Capital One Investing first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2018 and has held it in 3 quarters since.
71 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.