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Focus Financial Network’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Focus Financial Network’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
2021
Q1 		– Sell
-46,959
Closed -$4.49M – 522
2020
Q4 		$4.49M Buy
46,959
+3,473
+8% +$302K 0.4% 56
2020
Q3 		$3.29M Buy
43,486
+1,255
+3% +$97.6K 0.31% 68
2020
Q2 		$3.22M Buy
42,231
+2,062
+5% +$148K 0.36% 61
2020
Q1 		$2.65M Buy
40,169
+7,233
+22% +$646K 0.36% 58
2019
Q4 		$3.3M Buy
32,936
+4,976
+18% +$486K 0.4% 55
2019
Q3 		$2.66M Buy
+27,960
New +$2.62M 0.37% 58

Other funds holding SMLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Focus Financial Network's SMLV Position: Q1 2021 in Review

Focus Financial Network sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2021, closing a stake of 46,959 shares — an estimated $4.49M sold.

Focus Financial Network first reported a position in SMLV in Q3 2019 and held it in 6 quarters. The position peaked at $4.49M in Q4 2020. 78 funds tracked by Wall St. Rank hold SMLV as of Q1 2021.

  • Focus Financial Network reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2021 after selling out during the quarter.
  • Focus Financial Network sold 46,959 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2021, an estimated $4.49M.
  • Focus Financial Network first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2019 and held it in 6 quarters.
  • Focus Financial Network's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $4.49M in Q4 2020.
  • 78 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2021.

Based on Focus Financial Network's 13F filing for Q1 2021, filed 24 Jul 2024.