Centaurus Financial’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Centaurus Financial’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	-1,137	Closed	-$114K	–	638
2019 Q4	$114K	Buy	+1,137	New	+$111K	0.02%	578
2019 Q3	–	Sell	-1,567	Closed	-$146K	–	563
2019 Q2	$146K	Buy	1,567 +1,424	+996%	+$132K	0.02%	495
2019 Q1	$1.57K	Buy	143 +3	+2%	+$271	0.01%	503
2018 Q4	$2	Buy	140 +123	+724%	+$11.1K	0.01%	421
2018 Q3	$1.62K	Sell	17 -16,661	-100%	-$1.63M	0.29%	84
2018 Q2	$1.59M	Buy	16,678 +3,979	+31%	+$367K	0.22%	107
2018 Q1	$1.13M	Buy	+12,699	New	+$1.14M	0.26%	101

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 $1.93B AUM 18.43% 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

Centaurus Financial's SMLV Position: Q1 2020 in Review

Centaurus Financial sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2020, closing a stake of 1,137 shares — an estimated $114K sold.

Centaurus Financial first reported a position in SMLV in Q1 2018 and held it in 7 quarters. The position peaked at $1.59M in Q2 2018. 75 funds tracked by Wall St. Rank hold SMLV as of Q1 2020.

Centaurus Financial reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
Centaurus Financial sold 1,137 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2020, an estimated $114K.
Centaurus Financial first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2018 and held it in 7 quarters.
Centaurus Financial's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.59M in Q2 2018.
75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2020.

Based on Centaurus Financial's 13F filing for Q1 2020, filed 21 Apr 2020.