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

Legacy Capital Partners’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
Q2 		– Sell
-2,760
Closed -$253K – 146
2019
Q1 		$253K Buy
+2,760
New +$249K 0.12% 124

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LPL Financial
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Cambridge Investment Research Advisors
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CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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MML Investors Services
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SPC
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Legacy Capital Partners's SMLV Position: Q2 2019 in Review

Legacy Capital Partners sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2019, closing a stake of 2,760 shares — an estimated $253K sold.

Legacy Capital Partners first reported a position in SMLV in Q1 2019 and held it in 1 quarter. The position peaked at $253K in Q1 2019. 66 funds tracked by Wall St. Rank hold SMLV as of Q2 2019.

  • Legacy Capital Partners reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Capital Partners sold 2,760 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2019, an estimated $253K.
  • Legacy Capital Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2019 and held it in 1 quarter.
  • Legacy Capital Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $253K in Q1 2019.
  • 66 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2019.

Based on Legacy Capital Partners's 13F filing for Q2 2019, filed 16 Jul 2019.