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Golden State Wealth Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Golden State Wealth Management’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
Q3 		– Sell
-44
Closed -$4K – 1135
2019
Q2 		$4K Hold
44
– – ﹤0.01% 913
2019
Q1 		$4K Buy
+44
New +$3.98K ﹤0.01% 955

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Envestnet Asset Management
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LPL Financial
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Citigroup
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AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Golden State Wealth Management's SMLV Position: Q3 2019 in Review

Golden State Wealth Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2019, closing a stake of 44 shares — an estimated $4K sold.

Golden State Wealth Management first reported a position in SMLV in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 71 funds tracked by Wall St. Rank hold SMLV as of Q3 2019.

  • Golden State Wealth Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 44 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2019, an estimated $4K.
  • Golden State Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $4K in Q2 2019.
  • 71 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.