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

Ladenburg Thalmann Financial Services’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
2019
Q4 		$2.32M Buy
23,230
+15,678
+208% +$1.53M 0.01% 792
2019
Q3 		$717K Buy
7,552
+634
+9% +$59.4K ﹤0.01% 1475
2019
Q2 		$644K Buy
6,918
+357
+5% +$33K ﹤0.01% 1548
2019
Q1 		$601K Buy
6,561
+1,563
+31% +$141K ﹤0.01% 1555
2018
Q4 		$414K Buy
4,998
+1,557
+45% +$140K ﹤0.01% 1680
2018
Q3 		$333K Buy
3,441
+770
+29% +$75.2K ﹤0.01% 1911
2018
Q2 		$237K Hold
2,671
– – ﹤0.01% 2103
2018
Q1 		$237K Sell
2,671
-1,054
-28% -$94.7K ﹤0.01% 2103
2017
Q4 		$340K Buy
3,725
+776
+26% +$74.4K ﹤0.01% 1809
2017
Q3 		$282K Buy
2,949
+191
+7% +$17.6K ﹤0.01% 1842
2017
Q2 		$255K Buy
2,758
+2
+0.1% +$183 ﹤0.01% 1847
2017
Q1 		$252K Sell
2,756
-88
-3% -$8.09K ﹤0.01% 1748
2016
Q4 		$265K Sell
2,844
-782
-22% -$68.1K ﹤0.01% 1632
2016
Q3 		$297K Buy
3,626
+295
+9% +$24K ﹤0.01% 1491
2016
Q2 		$260K Buy
3,331
+167
+5% +$12.8K ﹤0.01% 1501
2016
Q1 		$243K Hold
3,164
– – ﹤0.01% 1473
2015
Q4 		$236K Sell
3,164
-3,126
-50% -$238K ﹤0.01% 1470
2015
Q3 		$451K Hold
6,290
– – 0.01% 1025
2015
Q2 		$486K Buy
6,290
+2,126
+51% +$166K 0.01% 1071
2015
Q1 		$329K Buy
4,164
+755
+22% +$58.3K 0.01% 1262
2014
Q4 		$266K Hold
3,409
– – 0.01% 1249
2014
Q3 		$239K Buy
3,409
+1,500
+79% +$108K 0.01% 1126
2014
Q2 		$141K Hold
1,909
– – ﹤0.01% 1393
2014
Q1 		$138K Buy
+1,909
New +$135K ﹤0.01% 1322

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 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
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SMLV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 208% in Q4 2019, buying an estimated $1.53M and bringing the position to 23,230 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #792.

Ladenburg Thalmann Financial Services first reported a position in SMLV in Q1 2014 and has held it in 24 quarters since. 88 funds tracked by Wall St. Rank hold SMLV as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 23,230 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $2.32M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 15,678 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2019, an estimated $1.53M.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #792 holding.
  • Ladenburg Thalmann Financial Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2014 and has held it in 24 quarters since.
  • 88 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.