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

Lumature Wealth 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
2023 Q2	$14.7K	Hold	142	–	–	0.01%	292
2023 Q1	$14.9K	Hold	142	–	–	0.01%	289
2022 Q4	$15.3K	Buy	+142	New	+$15.4K	0.01%	285
2022 Q2	–	Sell	-261	Closed	-$30K	–	436
2022 Q1	$30K	Sell	261 -111	-30%	-$12.7K	0.01%	287
2021 Q4	$44K	Sell	372 -52	-12%	-$6.1K	0.02%	233
2021 Q3	$48K	Sell	424 -56	-12%	-$6.31K	0.02%	235
2021 Q2	$54K	Sell	480 -90	-16%	-$10.3K	0.02%	227
2021 Q1	$64K	Sell	570 -531	-48%	-$56.4K	0.03%	208
2020 Q4	$105K	Buy	+1,101	New	+$95.7K	0.1%	133

Other funds holding SMLV

MWM

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Lumature Wealth Partners's SMLV Position: Q2 2023 in Review

Lumature Wealth Partners held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q2 2023 at 142 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #292.

Lumature Wealth Partners first reported a position in SMLV in Q4 2020 and has held it in 9 quarters since. The position peaked at $105K in Q4 2020. 75 funds tracked by Wall St. Rank hold SMLV as of Q2 2023.

Lumature Wealth Partners held 142 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $14.7K as of Q2 2023.
Lumature Wealth Partners left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q2 2023.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #292 holding.
Lumature Wealth Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2020 and has held it in 9 quarters since.
Lumature Wealth Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $105K in Q4 2020.
75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.