Destiny Wealth Partners’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-10	Closed	-$1.08K	–	567
2022 Q4	$1.08K	Hold	10	–	–	﹤0.01%	642
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	562
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	593
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	520
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	535
2021 Q3	$1K	Buy	+10	New	+$1.13K	﹤0.01%	508
2021 Q2	–	Sell	-34	Closed	-$4K	–	454
2021 Q1	$4K	Hold	34	–	–	﹤0.01%	481
2020 Q4	$3K	Buy	+34	New	+$2.95K	﹤0.01%	475

Other funds holding SMLV

MWM

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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

KAS

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

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

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

IWP

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

Destiny Wealth Partners's SMLV Position: Q1 2023 in Review

Destiny Wealth Partners sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2023, closing a stake of 10 shares — an estimated $1.08K sold.

Destiny Wealth Partners first reported a position in SMLV in Q4 2020 and held it in 8 quarters. The position peaked at $4K in Q1 2021. 73 funds tracked by Wall St. Rank hold SMLV as of Q1 2023.

Destiny Wealth Partners reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 10 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2023, an estimated $1.08K.
Destiny Wealth Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $4K in Q1 2021.
73 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.