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

Creative Financial Designs’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 Q1	–	Sell	-9,526	Closed	-$951K	–	583
2019 Q4	$951K	Buy	9,526 +9,502	+39,592%	+$928K	0.43%	57
2019 Q3	$2K	Buy	+24	New	+$2.25K	﹤0.01%	562
2018 Q1	–	Sell	-1,315	Closed	-$120K	–	746
2017 Q4	$120K	Hold	1,315	–	–	0.08%	156
2017 Q3	$126K	Buy	1,315 +8	+0.6%	+$736	0.07%	166
2017 Q2	$121K	Buy	1,307 +6	+0.5%	+$550	0.08%	168
2017 Q1	$119K	Buy	1,301 +6	+0.5%	+$552	0.09%	169
2016 Q4	$121K	Buy	+1,295	New	+$113K	0.1%	163

Other funds holding SMLV

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

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UCFA

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

MWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Financial Designs's SMLV Position: Q1 2020 in Review

Creative Financial Designs sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2020, closing a stake of 9,526 shares — an estimated $951K sold.

Creative Financial Designs first reported a position in SMLV in Q4 2016 and held it in 7 quarters. The position peaked at $951K in Q4 2019. 75 funds tracked by Wall St. Rank hold SMLV as of Q1 2020.

Creative Financial Designs reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
Creative Financial Designs sold 9,526 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2020, an estimated $951K.
Creative Financial Designs first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2016 and held it in 7 quarters.
Creative Financial Designs's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $951K in Q4 2019.
75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2020.

Based on Creative Financial Designs's 13F filing for Q1 2020, filed 22 Apr 2020.