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

Capital Planning Advisors’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 Q1	–	Sell	-3,019	Closed	-$302K	–	124
2019 Q4	$302K	Buy	3,019 +122	+4%	+$11.9K	0.08%	105
2019 Q3	$275K	Buy	+2,897	New	+$271K	0.08%	105

Other funds holding SMLV

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

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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 $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Planning Advisors's SMLV Position: Q1 2020 in Review

Capital Planning Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2020, closing a stake of 3,019 shares — an estimated $302K sold.

Capital Planning Advisors first reported a position in SMLV in Q3 2019 and held it in 2 quarters. The position peaked at $302K in Q4 2019. 75 funds tracked by Wall St. Rank hold SMLV as of Q1 2020.

Capital Planning Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
Capital Planning Advisors sold 3,019 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2020, an estimated $302K.
Capital Planning Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2019 and held it in 2 quarters.
Capital Planning Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $302K in Q4 2019.
75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2020.

Based on Capital Planning Advisors's 13F filing for Q1 2020, filed 11 May 2020.