DB Wealth Management Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

DB Wealth Management Group’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
2023 Q4	$24.2K	Buy	215 +2	+0.9%	+$204	0.01%	215
2023 Q3	$21.1K	Sell	213 -98	-32%	-$10.2K	0.01%	219
2023 Q2	$32.1K	Buy	311 +1	+0.3%	+$102	0.02%	182
2023 Q1	$32.5K	Buy	310 +2	+0.6%	+$220	0.02%	182
2022 Q4	$33.1K	Buy	308 +2	+0.7%	+$216	0.02%	176
2022 Q3	$30K	Buy	306 +100	+49%	+$10.8K	0.02%	191
2022 Q2	$21K	Buy	206 +1	+0.5%	+$108	0.01%	235
2022 Q1	$23K	Buy	205 +1	+0.5%	+$115	0.01%	243
2021 Q4	$24K	Buy	204 +1	+0.5%	+$117	0.01%	217
2021 Q3	$23K	Buy	203 +2	+1%	+$225	0.01%	217
2021 Q2	$23K	Buy	201 +1	+0.5%	+$114	0.01%	217
2021 Q1	$22K	Buy	200 +1	+0.5%	+$106	0.02%	228
2020 Q4	$19K	Buy	+199	New	+$17.3K	0.01%	230

Other funds holding SMLV

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

MWM

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

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

KAS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

DB Wealth Management Group's SMLV Position: Q4 2023 in Review

DB Wealth Management Group increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 0.94% in Q4 2023, buying an estimated $204 and bringing the position to 215 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #215.

DB Wealth Management Group first reported a position in SMLV in Q4 2020 and has held it in 13 quarters since. The position peaked at $33.1K in Q4 2022. 74 funds tracked by Wall St. Rank hold SMLV as of Q4 2023.

DB Wealth Management Group held 215 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $24.2K as of Q4 2023.
DB Wealth Management Group bought 2 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2023, an estimated $204.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #215 holding.
DB Wealth Management Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $33.1K in Q4 2022.
74 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.