FHC
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First Heartland Consultants’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

First Heartland Consultants’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
2020
Q1 		– Sell
-2,770
Closed -$277K – 301
2019
Q4 		$277K Sell
2,770
-143
-5% -$14K 0.05% 241
2019
Q3 		$277K Buy
2,913
+406
+16% +$38K 0.06% 234
2019
Q2 		$233K Buy
2,507
+7
+0.3% +$648 0.06% 250
2019
Q1 		$229K Sell
2,500
-237
-9% -$21.4K 0.06% 244
2018
Q4 		$227K Buy
2,737
+161
+6% +$14.5K 0.08% 209
2018
Q3 		$250K Buy
2,576
+7
+0.3% +$684 0.08% 213
2018
Q2 		$245K Sell
2,569
-445
-15% -$41K 0.09% 204
2018
Q1 		$268K Sell
3,014
-299
-9% -$26.9K 0.08% 225
2017
Q4 		$303K Buy
3,313
+55
+2% +$5.28K 0.09% 212
2017
Q3 		$312K Sell
3,258
-320
-9% -$29.4K 0.08% 263
2017
Q2 		$330K Buy
3,578
+17
+0.5% +$1.56K 0.09% 254
2017
Q1 		$326K Buy
3,561
+233
+7% +$21.4K 0.09% 238
2016
Q4 		$311K Buy
3,328
+551
+20% +$48K 0.09% 248
2016
Q3 		$228K Buy
+2,777
New +$226K 0.07% 281
2014
Q4 		– Sell
-3,218
Closed -$225K – 267
2014
Q3 		$225K Hold
3,218
– – 0.1% 214
2014
Q2 		$238K Sell
3,218
-150
-4% -$10.7K 0.11% 206
2014
Q1 		$243K Buy
+3,368
New +$238K 0.12% 200
2013
Q3 		– Sell
-1,000
Closed -$62K – 349
2013
Q2 		$62K Buy
+1,000
New +$62.5K 0.04% 255

Other funds holding SMLV

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
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AF
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

First Heartland Consultants's SMLV Position: Q1 2020 in Review

First Heartland Consultants sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2020, closing a stake of 2,770 shares — an estimated $277K sold.

First Heartland Consultants first reported a position in SMLV in Q2 2013 and held it in 18 quarters. The position peaked at $330K in Q2 2017. 75 funds tracked by Wall St. Rank hold SMLV as of Q1 2020.

  • First Heartland Consultants reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
  • First Heartland Consultants sold 2,770 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2020, an estimated $277K.
  • First Heartland Consultants first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2013 and held it in 18 quarters.
  • First Heartland Consultants's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $330K in Q2 2017.
  • 75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2020.

Based on First Heartland Consultants's 13F filing for Q1 2020, filed 14 May 2020.