IFP Advisors’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 | $132K | Hold |
1,052
| – | – | ﹤0.01% | 1485 |
|
|
2025
Q1 | $129K | Hold |
1,052
| – | – | ﹤0.01% | 1390 |
|
|
2024
Q4 | $134K | Buy |
1,052
+159
| +18% | +$20.3K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $111K | Hold |
893
| – | – | ﹤0.01% | 1350 |
|
|
2024
Q2 | $98.2K | Buy |
893
+137
| +18% | +$15.1K | ﹤0.01% | 1381 |
|
|
2024
Q1 | $84.7K | Buy |
756
+150
| +25% | +$16.8K | ﹤0.01% | 1358 |
|
|
2023
Q4 | $68.2K | Hold |
606
| – | – | ﹤0.01% | 1419 |
|
|
2023
Q3 | $59.9K | Hold |
606
| – | – | ﹤0.01% | 1484 |
|
|
2023
Q2 | $62.6K | Hold |
606
| – | – | ﹤0.01% | 1516 |
|
|
2023
Q1 | $57.1K | Buy |
+606
| New | +$57.1K | ﹤0.01% | 1511 |
|
|
2022
Q4 | – | Sell |
-1,616
| Closed | -$152K | – | 4820 |
|
|
2022
Q3 | $152K | Buy |
+1,616
| New | +$152K | ﹤0.01% | 1584 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4417 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4203 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4091 |
|
|
2020
Q4 | – | Sell |
-84
| Closed | -$6K | – | 3910 |
|
|
2020
Q3 | $6K | Sell |
84
-29
| -26% | -$2.07K | ﹤0.01% | 2109 |
|
|
2020
Q2 | $9K | Hold |
113
| – | – | ﹤0.01% | 1863 |
|
|
2020
Q1 | $8K | Buy |
113
+30
| +36% | +$2.12K | ﹤0.01% | 1873 |
|
|
2019
Q4 | $8K | Sell |
83
-5
| -6% | -$482 | ﹤0.01% | 2023 |
|
|
2019
Q3 | $8K | Buy |
+88
| New | +$8K | ﹤0.01% | 2173 |
|
|
2019
Q1 | $10K | Sell |
111
-542
| -83% | -$48.8K | ﹤0.01% | 1613 |
|
|
2018
Q4 | $54K | Buy |
653
+139
| +27% | +$11.5K | ﹤0.01% | 1556 |
|
|
2018
Q3 | $50K | Hold |
514
| – | – | ﹤0.01% | 1890 |
|
|
2018
Q2 | $49K | Sell |
514
-263
| -34% | -$25.1K | ﹤0.01% | 1909 |
|
|
2018
Q1 | $71K | Hold |
777
| – | – | ﹤0.01% | 1599 |
|
|
2017
Q4 | $71K | Sell |
777
-200
| -20% | -$18.3K | ﹤0.01% | 1596 |
|
|
2017
Q3 | $94K | Buy |
977
+514
| +111% | +$49.5K | ﹤0.01% | 1585 |
|
|
2017
Q2 | $43K | Hold |
463
| – | – | ﹤0.01% | 2056 |
|
|
2017
Q1 | $42K | Hold |
463
| – | – | ﹤0.01% | 2017 |
|
|
2016
Q4 | $43K | Hold |
463
| – | – | ﹤0.01% | 1973 |
|
|
2016
Q3 | $38K | Hold |
463
| – | – | ﹤0.01% | 1972 |
|
|
2016
Q2 | $36K | Buy |
463
+352
| +317% | +$27.4K | ﹤0.01% | 1962 |
|
|
2016
Q1 | $10K | Sell |
111
-89
| -45% | -$8.02K | ﹤0.01% | 1613 |
|
|
2015
Q4 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 2329 |
|