CC
SMLV icon

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

Courier Capital’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
2020
Q3 		– Sell
-3,808
Closed -$285K – 291
2020
Q2 		$285K Sell
3,808
-427
-10% -$30.7K 0.04% 214
2020
Q1 		$281K Hold
4,235
– – 0.04% 203
2019
Q4 		$421K Hold
4,235
– – 0.05% 186
2019
Q3 		$394K Buy
4,235
+32
+0.8% +$3K 0.05% 189
2019
Q2 		$391K Hold
4,203
– – 0.05% 192
2019
Q1 		$385K Hold
4,203
– – 0.05% 188
2018
Q4 		$348K Hold
4,203
– – 0.05% 182
2018
Q3 		$407K Buy
4,203
+360
+9% +$35.2K 0.05% 187
2018
Q2 		$366K Buy
3,843
+76
+2% +$7.01K 0.05% 205
2018
Q1 		$334K Sell
3,767
-82
-2% -$7.37K 0.04% 215
2017
Q4 		$352K Sell
3,849
-39
-1% -$3.74K 0.05% 210
2017
Q3 		$372K Buy
3,888
+200
+5% +$18.4K 0.05% 183
2017
Q2 		$340K Buy
3,688
+311
+9% +$28.5K 0.06% 194
2017
Q1 		$309K Hold
3,377
– – 0.05% 199
2016
Q4 		$316K Sell
3,377
-280
-8% -$24.4K 0.06% 194
2016
Q3 		$300K Buy
3,657
+45
+1% +$3.67K 0.06% 210
2016
Q2 		$281K Buy
3,612
+793
+28% +$60.9K 0.06% 227
2016
Q1 		$216K Hold
2,819
– – 0.05% 248
2015
Q4 		$210K Buy
+2,819
New +$214K 0.05% 248

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Courier Capital's SMLV Position: Q3 2020 in Review

Courier Capital sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2020, closing a stake of 3,808 shares — an estimated $285K sold.

Courier Capital first reported a position in SMLV in Q4 2015 and held it in 19 quarters. The position peaked at $421K in Q4 2019. 64 funds tracked by Wall St. Rank hold SMLV as of Q3 2020.

  • Courier Capital reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
  • Courier Capital sold 3,808 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2020, an estimated $285K.
  • Courier Capital first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2015 and held it in 19 quarters.
  • Courier Capital's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $421K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2020.

Based on Courier Capital's 13F filing for Q3 2020, filed 9 Nov 2020.