HBW Advisory Services’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

HBW Advisory Services’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
2024 Q2	–	Sell	-7,301	Closed	-$821K	–	360
2024 Q1	$821K	Hold	7,301	–	–	0.15%	140
2023 Q4	$821K	Buy	7,301 +507	+7%	+$51.7K	0.15%	140
2023 Q3	$672K	Buy	6,794 +3,913	+136%	+$409K	0.14%	153
2023 Q2	$298K	Buy	+2,881	New	+$293K	0.06%	230
2022 Q2	–	Sell	-6,123	Closed	-$699K	–	246
2022 Q1	$699K	Buy	6,123 +128	+2%	+$14.7K	0.25%	106
2021 Q4	$716K	Buy	5,995 +756	+14%	+$88.6K	0.17%	129
2021 Q3	$588K	Buy	5,239 +470	+10%	+$53K	0.15%	140
2021 Q2	$537K	Buy	4,769 +364	+8%	+$41.6K	0.14%	141
2021 Q1	$491K	Buy	4,405 +88	+2%	+$9.35K	0.13%	147
2020 Q4	$413K	Buy	4,317 +313	+8%	+$27.2K	0.13%	137
2020 Q3	$303K	Buy	4,004 +523	+15%	+$40.7K	0.12%	140
2020 Q2	$266K	Buy	+3,481	New	+$251K	0.12%	148

Other funds holding SMLV

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HBW Advisory Services's SMLV Position: Q2 2024 in Review

HBW Advisory Services sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2024, closing a stake of 7,301 shares — an estimated $821K sold.

HBW Advisory Services first reported a position in SMLV in Q2 2020 and held it in 12 quarters. The position peaked at $821K in Q1 2024. 80 funds tracked by Wall St. Rank hold SMLV as of Q2 2024.

HBW Advisory Services reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2024 after selling out during the quarter.
HBW Advisory Services sold 7,301 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2024, an estimated $821K.
HBW Advisory Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2020 and held it in 12 quarters.
HBW Advisory Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $821K in Q1 2024.
80 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.