First Capital Advisors Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

First Capital Advisors Group’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 Q4	–	Sell	-4,171	Closed	-$404K	–	176
2018 Q3	$404K	Sell	4,171 -813	-16%	-$79.4K	0.25%	90
2018 Q2	$475K	Sell	4,984 -5,261	-51%	-$485K	0.31%	73
2018 Q1	$909K	Sell	10,245 -4,247	-29%	-$382K	0.53%	39
2017 Q4	$1.32M	Sell	14,492 -939	-6%	-$90.1K	0.84%	32
2017 Q3	$1.48M	Buy	15,431 +6,777	+78%	+$623K	1.01%	28
2017 Q2	$799K	Buy	8,654 +2,978	+52%	+$273K	0.55%	49
2017 Q1	$520K	Buy	+5,676	New	+$522K	0.39%	90

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BBA

Braun-Bostich & Associates Canonsburg, Pennsylvania $179M AUM 21.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

First Capital Advisors Group's SMLV Position: Q4 2018 in Review

First Capital Advisors Group sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2018, closing a stake of 4,171 shares — an estimated $404K sold.

First Capital Advisors Group first reported a position in SMLV in Q1 2017 and held it in 7 quarters. The position peaked at $1.48M in Q3 2017. 58 funds tracked by Wall St. Rank hold SMLV as of Q4 2018.

First Capital Advisors Group reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2018 after selling out during the quarter.
First Capital Advisors Group sold 4,171 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2018, an estimated $404K.
First Capital Advisors Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2017 and held it in 7 quarters.
First Capital Advisors Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.48M in Q3 2017.
58 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2018.

Based on First Capital Advisors Group's 13F filing for Q4 2018, filed 7 Feb 2019.