Cascadia Advisory Services’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Cascadia Advisory Services’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	$702K	Buy	+7,011	New	+$685K	0.2%	118

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 $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 San Diego, California $377B AUM 19.32% 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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Cascadia Advisory Services's SMLV Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2019: 7,011 shares worth $702K. The stake represents 0.2% of the portfolio and ranks #118 among its holdings.

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

Cascadia Advisory Services held 7,011 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $702K as of Q4 2019.
State Street SPDR US Small Cap Low Volatility Index ETF was a new Cascadia Advisory Services position in Q4 2019.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.2% of Cascadia Advisory Services's portfolio in Q4 2019, its #118 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 Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.