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

Citizens Financial Group’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
2017
Q2 		– Sell
-119
Closed -$11K – 602
2017
Q1 		$11K Buy
+119
New +$10.9K ﹤0.01% 428

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citizens Financial Group's SMLV Position: Q2 2017 in Review

Citizens Financial Group sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2017, closing a stake of 119 shares — an estimated $11K sold.

Citizens Financial Group first reported a position in SMLV in Q1 2017 and held it in 1 quarter. The position peaked at $11K in Q1 2017. 41 funds tracked by Wall St. Rank hold SMLV as of Q2 2017.

  • Citizens Financial Group reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2017 after selling out during the quarter.
  • Citizens Financial Group sold 119 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2017, an estimated $11K.
  • Citizens Financial Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2017 and held it in 1 quarter.
  • Citizens Financial Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $11K in Q1 2017.
  • 41 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2017.

Based on Citizens Financial Group's 13F filing for Q2 2017, filed 10 Aug 2017.