Financial Advocates Investment Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Financial Advocates Investment Management’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
2024 Q1	–	Sell	-2,744	Closed	-$309K	–	807
2023 Q4	$309K	Sell	2,744 -160	-6%	-$16.3K	0.02%	546
2023 Q3	$287K	Buy	2,904 +52	+2%	+$5.43K	0.02%	537
2023 Q2	$295K	Sell	2,852 -69	-2%	-$7.02K	0.02%	526
2023 Q1	$307K	Buy	2,921 +332	+13%	+$36.5K	0.02%	548
2022 Q4	$279K	Buy	2,589 +44	+2%	+$4.76K	0.02%	579
2022 Q3	$251K	Buy	+2,545	New	+$274K	0.02%	599

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's SMLV Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2024, closing a stake of 2,744 shares — an estimated $309K sold.

Financial Advocates Investment Management first reported a position in SMLV in Q3 2022 and held it in 6 quarters. The position peaked at $309K in Q4 2023. 76 funds tracked by Wall St. Rank hold SMLV as of Q1 2024.

Financial Advocates Investment Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 2,744 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2024, an estimated $309K.
Financial Advocates Investment Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2022 and held it in 6 quarters.
Financial Advocates Investment Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $309K in Q4 2023.
76 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.