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

Eudaimonia 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
2021
Q2 		– Sell
-11
Closed -$1K – 1208
2021
Q1 		$1K Buy
+11
New +$1.17K ﹤0.01% 1581

Other funds holding SMLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Eudaimonia Partners's SMLV Position: Q2 2021 in Review

Eudaimonia Partners sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2021, closing a stake of 11 shares — an estimated $1K sold.

Eudaimonia Partners first reported a position in SMLV in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 76 funds tracked by Wall St. Rank hold SMLV as of Q2 2021.

  • Eudaimonia Partners reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 11 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2021, an estimated $1K.
  • Eudaimonia Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.