High Net Worth Advisory Group’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $274K | Buy |
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