Jacobi Capital Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Jacobi Capital 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
2018 Q1	–	Sell	-55	Closed	-$5K	–	1009
2017 Q4	$5K	Hold	55	–	–	﹤0.01%	783
2017 Q3	$5K	Buy	+55	New	+$5.06K	﹤0.01%	763

Other funds holding SMLV

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

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

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

BBA

Braun-Bostich & Associates Canonsburg, Pennsylvania $160M AUM 17.77% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Jacobi Capital Management's SMLV Position: Q1 2018 in Review

Jacobi Capital Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2018, closing a stake of 55 shares — an estimated $5K sold.

Jacobi Capital Management first reported a position in SMLV in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 57 funds tracked by Wall St. Rank hold SMLV as of Q1 2018.

Jacobi Capital Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2018 after selling out during the quarter.
Jacobi Capital Management sold 55 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2018, an estimated $5K.
Jacobi Capital Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2017 and held it in 2 quarters.
Jacobi Capital Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $5K in Q4 2017.
57 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2018.

Based on Jacobi Capital Management's 13F filing for Q1 2018, filed 3 May 2018.