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Great Valley Advisor Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Great Valley Advisor 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
2020
Q2 		– Sell
-4,146
Closed -$274K – 432
2020
Q1 		$274K Buy
4,146
+1,254
+43% +$112K 0.07% 251
2019
Q4 		$289K Buy
+2,892
New +$283K 0.06% 283

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 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

Great Valley Advisor Group's SMLV Position: Q2 2020 in Review

Great Valley Advisor Group sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2020, closing a stake of 4,146 shares — an estimated $274K sold.

Great Valley Advisor Group first reported a position in SMLV in Q4 2019 and held it in 2 quarters. The position peaked at $289K in Q4 2019. 74 funds tracked by Wall St. Rank hold SMLV as of Q2 2020.

  • Great Valley Advisor Group reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,146 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2020, an estimated $274K.
  • Great Valley Advisor Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and held it in 2 quarters.
  • Great Valley Advisor Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $289K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2020.

Based on Great Valley Advisor Group's 13F filing for Q2 2020, filed 31 Jul 2020.