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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$1.35M Buy
12,510
+6,193
+98% +$670K 0.54% 52
2022
Q3
$624K Buy
+6,317
New +$680K 0.34% 81

Other funds holding SMLV

Claraphi Advisory Network's SMLV Position: Q4 2022 in Review

Claraphi Advisory Network increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 98% in Q4 2022, buying an estimated $670K and bringing the position to 12,510 shares worth $1.35M. The position accounts for 0.54% of the portfolio, ranked #52.

Claraphi Advisory Network first reported a position in SMLV in Q3 2022 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold SMLV as of Q4 2022.

  • Claraphi Advisory Network held 12,510 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $1.35M as of Q4 2022.
  • Claraphi Advisory Network bought 6,193 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2022, an estimated $670K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.54% of Claraphi Advisory Network's portfolio in Q4 2022, its #52 holding.
  • Claraphi Advisory Network first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2022 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.