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

Cetera 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
2024
Q1 		$266K Buy
2,371
+226
+11% +$24.6K ﹤0.01% 2022
2023
Q4 		$241K Hold
2,145
– – ﹤0.01% 1545
2023
Q3 		$212K Buy
2,145
+50
+2% +$5.22K ﹤0.01% 1512
2023
Q2 		$216K Sell
2,095
-62
-3% -$6.31K ﹤0.01% 1471
2023
Q1 		$227K Hold
2,157
– – ﹤0.01% 1434
2022
Q4 		$232K Hold
2,157
– – ﹤0.01% 1366
2022
Q3 		$213K Sell
2,157
-25
-1% -$2.69K 0.01% 1112
2022
Q2 		$228K Sell
2,182
-44
-2% -$4.76K 0.01% 1171
2022
Q1 		$254K Hold
2,226
– – 0.01% 1186
2021
Q4 		$266K Sell
2,226
-1,730
-44% -$203K 0.01% 1178
2021
Q3 		$444K Buy
3,956
+1,281
+48% +$144K 0.01% 922
2021
Q2 		$301K Sell
2,675
-10
-0.4% -$1.14K 0.01% 1044
2021
Q1 		$299K Sell
2,685
-153
-5% -$16.3K 0.01% 955
2020
Q4 		$272K Sell
2,838
-116
-4% -$10.1K 0.01% 862
2020
Q3 		$224K Sell
2,954
-563
-16% -$43.8K 0.01% 844
2020
Q2 		$269K Sell
3,517
-2,795
-44% -$201K 0.01% 735
2020
Q1 		$417K Sell
6,312
-53
-0.8% -$4.73K 0.02% 515
2019
Q4 		$636K Buy
6,365
+815
+15% +$79.6K 0.03% 478
2019
Q3 		$530K Buy
5,550
+69
+1% +$6.46K 0.02% 528
2019
Q2 		$512K Buy
5,481
+1
+0% +$93 0.02% 553
2019
Q1 		$499K Sell
5,480
-23
-0.4% -$2.08K 0.02% 497
2018
Q4 		$456K Buy
5,503
+48
+0.9% +$4.32K 0.03% 500
2018
Q3 		$529K Buy
5,455
+758
+16% +$74K 0.03% 545
2018
Q2 		$450K Buy
4,697
+468
+11% +$43.2K 0.03% 536
2018
Q1 		$379K Sell
4,229
-776
-16% -$69.7K 0.02% 544
2017
Q4 		$455K Buy
5,005
+323
+7% +$31K 0.03% 464
2017
Q3 		$448K Buy
4,682
+300
+7% +$27.6K 0.03% 502
2017
Q2 		$404K Buy
4,382
+927
+27% +$85K 0.03% 530
2017
Q1 		$315K Sell
3,455
-836
-19% -$76.8K 0.02% 565
2016
Q4 		$400K Buy
4,291
+602
+16% +$52.4K 0.03% 463
2016
Q3 		$302K Buy
3,689
+467
+14% +$38K 0.02% 559
2016
Q2 		$252K Buy
3,222
+522
+19% +$40.1K 0.02% 614
2016
Q1 		$207K Hold
2,700
– – 0.02% 627
2015
Q4 		$201K Buy
+2,700
New +$205K 0.02% 633

Other funds holding SMLV

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors's SMLV Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 11% in Q1 2024, buying an estimated $24.6K and bringing the position to 2,371 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Cetera Advisors first reported a position in SMLV in Q4 2015 and has held it in 34 quarters since. The position peaked at $636K in Q4 2019. 76 funds tracked by Wall St. Rank hold SMLV as of Q1 2024.

  • Cetera Advisors held 2,371 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $266K as of Q1 2024.
  • Cetera Advisors bought 226 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2024, an estimated $24.6K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2022 holding.
  • Cetera Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2015 and has held it in 34 quarters since.
  • Cetera Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $636K in Q4 2019.
  • 76 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.