Level Four Advisory Services’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Level Four Advisory 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
2022 Q2	–	Sell	-2,247	Closed	-$257K	–	646
2022 Q1	$257K	Sell	2,247 -1,619	-42%	-$186K	0.02%	546
2021 Q4	$462K	Sell	3,866 -135	-3%	-$15.8K	0.04%	415
2021 Q3	$449K	Buy	4,001 +360	+10%	+$40.6K	0.05%	309
2021 Q2	$410K	Sell	3,641 -1,417	-28%	-$162K	0.03%	456
2021 Q1	$564K	Sell	5,058 -331	-6%	-$35.2K	0.04%	361
2020 Q4	$516K	Hold	5,389	–	–	0.04%	363
2020 Q3	$408K	Sell	5,389 -130	-2%	-$10.1K	0.03%	383
2020 Q2	$420K	Buy	+5,519	New	+$397K	0.03%	397

Other funds holding SMLV

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UCFA

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

Level Four Advisory Services's SMLV Position: Q2 2022 in Review

Level Four Advisory Services sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2022, closing a stake of 2,247 shares — an estimated $257K sold.

Level Four Advisory Services first reported a position in SMLV in Q2 2020 and held it in 8 quarters. The position peaked at $564K in Q1 2021. 73 funds tracked by Wall St. Rank hold SMLV as of Q2 2022.

Level Four Advisory Services reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2022 after selling out during the quarter.
Level Four Advisory Services sold 2,247 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2022, an estimated $257K.
Level Four Advisory Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2020 and held it in 8 quarters.
Level Four Advisory Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $564K in Q1 2021.
73 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2022.

Based on Level Four Advisory Services's 13F filing for Q2 2022, filed 8 Aug 2022.