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Financial Architects (New Jersey)’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-100
Closed -$9K – 1572
2017
Q4 		$9K Buy
+100
New +$9.59K ﹤0.01% 1179

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBA
Braun-Bostich & Associates Canonsburg, Pennsylvania $160M AUM 17.77% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Financial Architects (New Jersey)'s SMLV Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2018, closing a stake of 100 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in SMLV in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 57 funds tracked by Wall St. Rank hold SMLV as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2018, an estimated $9K.
  • Financial Architects (New Jersey) first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $9K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.