High Net Worth Advisory Group’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
1,870
-35
| -2% | -$4.38K | 0.06% | 208 |
|
|
2025
Q1 | $234K | Sell |
1,905
-109
| -5% | -$13.4K | 0.07% | 192 |
|
|
2024
Q4 | $257K | Hold |
2,014
| – | – | 0.07% | 186 |
|
|
2024
Q3 | $250K | Hold |
2,014
| – | – | 0.07% | 195 |
|
|
2024
Q2 | $222K | Hold |
2,014
| – | – | 0.07% | 194 |
|
|
2024
Q1 | $226K | Sell |
2,014
-3
| -0.1% | -$336 | 0.07% | 192 |
|
|
2023
Q4 | $227K | Buy |
+2,017
| New | +$227K | 0.08% | 176 |
|
|
2023
Q3 | – | Sell |
-2,017
| Closed | -$208K | – | 200 |
|
|
2023
Q2 | $208K | Sell |
2,017
-126
| -6% | -$13K | 0.08% | 191 |
|
|
2023
Q1 | $225K | Sell |
2,143
-55
| -3% | -$5.78K | 0.09% | 170 |
|
|
2022
Q4 | $237K | Sell |
2,198
-80
| -4% | -$8.61K | 0.09% | 164 |
|
|
2022
Q3 | $225K | Hold |
2,278
| – | – | 0.1% | 168 |
|
|
2022
Q2 | $238K | Sell |
2,278
-12
| -0.5% | -$1.25K | 0.1% | 165 |
|
|
2022
Q1 | $261K | Hold |
2,290
| – | – | 0.09% | 157 |
|
|
2021
Q4 | $274K | Buy |
+2,290
| New | +$274K | 0.1% | 165 |
|