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

Johanson Financial 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
2020
Q1 		– Sell
-177,454
Closed -$1.77M – 217
2019
Q4 		$1.77M Buy
+177,454
New +$17.3M 0.08% 108

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Johanson Financial Advisors's SMLV Position: Q1 2020 in Review

Johanson Financial Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2020, closing a stake of 177,454 shares — an estimated $1.77M sold.

Johanson Financial Advisors first reported a position in SMLV in Q4 2019 and held it in 1 quarter. The position peaked at $1.77M in Q4 2019. 75 funds tracked by Wall St. Rank hold SMLV as of Q1 2020.

  • Johanson Financial Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 177,454 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2020, an estimated $1.77M.
  • Johanson Financial Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.77M in Q4 2019.
  • 75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.