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

Capital One National Association’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
Q4 		$325K Buy
+3,246
New +$317K 0.04% 253

Other funds holding SMLV

Ameriprise
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Capital One National Association's SMLV Position: Q4 2019 in Review

Capital One National Association opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2019: 3,246 shares worth $325K. The stake represents 0.04% of the portfolio and ranks #253 among its holdings.

88 funds tracked by Wall St. Rank hold SMLV as of Q4 2019.

  • Capital One National Association held 3,246 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $325K as of Q4 2019.
  • State Street SPDR US Small Cap Low Volatility Index ETF was a new Capital One National Association position in Q4 2019.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.04% of Capital One National Association's portfolio in Q4 2019, its #253 holding.
  • 88 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.