CWM
Congress Wealth Management’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
85,695
-20,452
| -19% | -$2.56M | 0.1% | 233 |
|
|
2025
Q1 | $13M | Sell |
106,147
-1,995
| -2% | -$245K | 0.16% | 166 |
|
|
2024
Q4 | $13.8M | Sell |
108,142
-1,230
| -1% | -$157K | 0.19% | 156 |
|
|
2024
Q3 | $13.6M | Sell |
109,372
-56,306
| -34% | -$6.99M | 0.18% | 166 |
|
|
2024
Q2 | $18.2M | Sell |
165,678
-511
| -0.3% | -$56.2K | 0.29% | 89 |
|
|
2024
Q1 | $18.6M | Buy |
166,189
+114
| +0.1% | +$12.8K | 0.32% | 78 |
|
|
2023
Q4 | $18.7M | Sell |
166,075
-2,721
| -2% | -$306K | 0.34% | 67 |
|
|
2023
Q3 | $16.7M | Buy |
+168,796
| New | +$16.7M | 0.34% | 66 |
|