First Allied Advisory Services’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-500	Closed	-$48K	–	1557
2019 Q3	$48K	Buy	+500	New	+$46.8K	﹤0.01%	1362
2018 Q1	–	Sell	-65	Closed	-$6K	–	1457
2017 Q4	$6K	Buy	+65	New	+$6.24K	﹤0.01%	1485
2016 Q2	–	Sell	-3,348	Closed	-$259K	–	1092
2016 Q1	$259K	Buy	+3,348	New	+$240K	0.01%	801

Other funds holding SMLV

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

MWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

First Allied Advisory Services's SMLV Position: Q4 2019 in Review

First Allied Advisory Services sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2019, closing a stake of 500 shares — an estimated $48K sold.

First Allied Advisory Services first reported a position in SMLV in Q1 2016 and held it in 3 quarters. The position peaked at $259K in Q1 2016. 88 funds tracked by Wall St. Rank hold SMLV as of Q4 2019.

First Allied Advisory Services reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 500 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2019, an estimated $48K.
First Allied Advisory Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2016 and held it in 3 quarters.
First Allied Advisory Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $259K in Q1 2016.
88 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.