IFWM
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Institute for Wealth Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Institute for Wealth Management’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
2020
Q3 		– Sell
-2,671
Closed -$204K – 441
2020
Q2 		$204K Buy
+2,671
New +$192K 0.05% 396
2020
Q1 		– Sell
-2,272
Closed -$227K – 636
2019
Q4 		$227K Buy
+2,272
New +$222K 0.05% 402

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Institute for Wealth Management's SMLV Position: Q3 2020 in Review

Institute for Wealth Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2020, closing a stake of 2,671 shares — an estimated $204K sold.

Institute for Wealth Management first reported a position in SMLV in Q4 2019 and held it in 2 quarters. The position peaked at $227K in Q4 2019. 64 funds tracked by Wall St. Rank hold SMLV as of Q3 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 2,671 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2020, an estimated $204K.
  • Institute for Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and held it in 2 quarters.
  • Institute for Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $227K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.