Creative Planning
SMLV icon

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

Creative Planning’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
2017
Q1 		– Sell
-33
Closed -$3K – 4882
2016
Q4 		$3K Buy
+33
New +$2.87K ﹤0.01% 4168
2016
Q3 		– Sell
-993
Closed -$77K – 4718
2016
Q2 		$77K Buy
+993
New +$76.3K ﹤0.01% 1839

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Creative Planning's SMLV Position: Q1 2017 in Review

Creative Planning sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2017, closing a stake of 33 shares — an estimated $3K sold.

Creative Planning first reported a position in SMLV in Q2 2016 and held it in 2 quarters. The position peaked at $77K in Q2 2016. 40 funds tracked by Wall St. Rank hold SMLV as of Q1 2017.

  • Creative Planning reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 33 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2017, an estimated $3K.
  • Creative Planning first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2016 and held it in 2 quarters.
  • Creative Planning's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $77K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.