J.W. Cole Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

J.W. Cole Advisors’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 Q2	–	Sell	-2,720	Closed	-$311K	–	801
2022 Q1	$311K	Hold	2,720	–	–	0.02%	604
2021 Q4	$325K	Buy	+2,720	New	+$319K	0.02%	620
2021 Q3	–	Sell	-2,750	Closed	-$310K	–	716
2021 Q2	$310K	Sell	2,750 -265	-9%	-$30.3K	0.02%	571
2021 Q1	$336K	Sell	3,015 -90	-3%	-$9.56K	0.03%	483
2020 Q4	$297K	Buy	+3,105	New	+$270K	0.03%	481
2020 Q1	–	Sell	-7,044	Closed	-$705K	–	438
2019 Q4	$705K	Buy	+7,044	New	+$688K	0.09%	237

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UCFA

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

J.W. Cole Advisors's SMLV Position: Q2 2022 in Review

J.W. Cole Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2022, closing a stake of 2,720 shares — an estimated $311K sold.

J.W. Cole Advisors first reported a position in SMLV in Q4 2019 and held it in 6 quarters. The position peaked at $705K in Q4 2019. 73 funds tracked by Wall St. Rank hold SMLV as of Q2 2022.

J.W. Cole Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2022 after selling out during the quarter.
J.W. Cole Advisors sold 2,720 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2022, an estimated $311K.
J.W. Cole Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and held it in 6 quarters.
J.W. Cole Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $705K in Q4 2019.
73 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2022.

Based on J.W. Cole Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.