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

Clear Creek Financial Management’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
2022 Q2	–	Sell	-1,789	Closed	-$204K	–	367
2022 Q1	$204K	Sell	1,789 -891	-33%	-$102K	0.03%	316
2021 Q4	$320K	Buy	2,680 +3	+0.1%	+$352	0.05%	241
2021 Q3	$300K	Sell	2,677 -10	-0.4%	-$1.13K	0.05%	239
2021 Q2	$303K	Buy	+2,687	New	+$307K	0.05%	230
2021 Q1	–	Sell	-4,099	Closed	-$392K	–	219
2020 Q4	$392K	Buy	+4,099	New	+$356K	0.08%	207
2020 Q3	–	Sell	-20,351	Closed	-$1.55M	–	229
2020 Q2	$1.55M	Sell	20,351 -16,510	-45%	-$1.19M	0.4%	43
2020 Q1	$2.46M	Sell	36,861 -10,031	-21%	-$896K	0.94%	24
2019 Q4	$4.66M	Buy	46,892 +2,274	+5%	+$222K	1.83%	16
2019 Q3	$4.37M	Sell	44,618 -854	-2%	-$80K	2.11%	15
2019 Q2	$4.23M	Buy	+45,472	New	+$4.21M	1.81%	14

Other funds holding SMLV

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Clear Creek Financial Management's SMLV Position: Q2 2022 in Review

Clear Creek Financial Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2022, closing a stake of 1,789 shares — an estimated $204K sold.

Clear Creek Financial Management first reported a position in SMLV in Q2 2019 and held it in 10 quarters. The position peaked at $4.66M in Q4 2019. 73 funds tracked by Wall St. Rank hold SMLV as of Q2 2022.

Clear Creek Financial Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2022 after selling out during the quarter.
Clear Creek Financial Management sold 1,789 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2022, an estimated $204K.
Clear Creek Financial Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2019 and held it in 10 quarters.
Clear Creek Financial Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $4.66M in Q4 2019.
73 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2022.

Based on Clear Creek Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.