IMS Capital Management’s State Street SPDR 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
2018
Q3
Sell
-2,080
Closed -$198K 411
2018
Q2
$198K Sell
2,080
-2,874
-58% -$265K 0.13% 135
2018
Q1
$453K Hold
4,954
0.28% 91
2017
Q4
$453K Sell
4,954
-350
-7% -$33.6K 0.28% 91
2017
Q3
$508K Sell
5,304
-830
-14% -$76.4K 0.33% 85
2017
Q2
$566K Buy
6,134
+330
+6% +$30.3K 0.53% 78
2017
Q1
$531K Buy
5,804
+2,365
+69% +$217K 0.53% 73
2016
Q4
$321K Buy
+3,439
New +$299K 0.34% 96

Other funds holding SMLV

IMS Capital Management's SMLV Position: Q3 2018 in Review

IMS Capital Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2018, closing a stake of 2,080 shares — an estimated $198K sold.

IMS Capital Management first reported a position in SMLV in Q4 2016 and held it in 7 quarters. The position peaked at $566K in Q2 2017. 54 funds tracked by Wall St. Rank hold SMLV as of Q3 2018.

  • IMS Capital Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2018 after selling out during the quarter.
  • IMS Capital Management sold 2,080 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2018, an estimated $198K.
  • IMS Capital Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2016 and held it in 7 quarters.
  • IMS Capital Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $566K in Q2 2017.
  • 54 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2018.

Based on IMS Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.