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

First Horizon Advisors’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
Q3 		– Sell
-86
Closed -$7K – 1527
2020
Q2 		$7K Buy
+86
New +$6.19K ﹤0.01% 1106

Other funds holding SMLV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

First Horizon Advisors's SMLV Position: Q3 2020 in Review

First Horizon Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2020, closing a stake of 86 shares — an estimated $7K sold.

First Horizon Advisors first reported a position in SMLV in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 64 funds tracked by Wall St. Rank hold SMLV as of Q3 2020.

  • First Horizon Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
  • First Horizon Advisors sold 86 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2020, an estimated $7K.
  • First Horizon Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2020 and held it in 1 quarter.
  • First Horizon Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $7K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2020.

Based on First Horizon Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.