Jones Financial Companies’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
5,513
+2,549
| +86% | +$319K | ﹤0.01% | 1159 |
|
|
2025
Q1 | $364K | Buy |
2,964
+468
| +19% | +$57.5K | ﹤0.01% | 1258 |
|
|
2024
Q4 | $319K | Buy |
2,496
+1,193
| +92% | +$152K | ﹤0.01% | 1165 |
|
|
2024
Q3 | $161K | Buy |
1,303
+472
| +57% | +$58.2K | ﹤0.01% | 1216 |
|
|
2024
Q2 | $91.4K | Buy |
831
+115
| +16% | +$12.7K | ﹤0.01% | 1076 |
|
|
2024
Q1 | $80.2K | Buy |
+716
| New | +$80.2K | ﹤0.01% | 637 |
|