Intrua Financial’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Intrua Financial’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
2022 Q1	–	Sell	-2,139	Closed	-$256K	–	401
2021 Q4	$256K	Hold	2,139	–	–	0.04%	328
2021 Q3	$246K	Hold	2,139	–	–	0.05%	323
2021 Q2	$246K	Hold	2,139	–	–	0.06%	253
2021 Q1	$244K	Sell	2,139 -200	-9%	-$21.2K	0.06%	252
2020 Q4	$224K	Sell	2,339 -467	-17%	-$40.6K	0.1%	188
2020 Q3	$245K	Sell	2,806 -1,103	-28%	-$85.8K	0.12%	167
2020 Q2	$317K	Buy	+3,909	New	+$281K	0.12%	168

Other funds holding SMLV

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Intrua Financial's SMLV Position: Q1 2022 in Review

Intrua Financial sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2022, closing a stake of 2,139 shares — an estimated $256K sold.

Intrua Financial first reported a position in SMLV in Q2 2020 and held it in 7 quarters. The position peaked at $317K in Q2 2020. 79 funds tracked by Wall St. Rank hold SMLV as of Q1 2022.

Intrua Financial reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2022 after selling out during the quarter.
Intrua Financial sold 2,139 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2022, an estimated $256K.
Intrua Financial first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2020 and held it in 7 quarters.
Intrua Financial's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $317K in Q2 2020.
79 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2022.

Based on Intrua Financial's 13F filing for Q1 2022, filed 11 May 2022.