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Marshall Financial Group (Maryland)’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Marshall Financial Group (Maryland)’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
2024
Q1 		– Sell
-9,140
Closed -$1.03M – 180
2023
Q4 		$1.03M Sell
9,140
-251
-3% -$25.6K 0.33% 77
2023
Q3 		$929K Sell
9,391
-314
-3% -$32.8K 0.33% 72
2023
Q2 		$1M Buy
9,705
+672
+7% +$68.4K 0.34% 70
2023
Q1 		$950K Buy
9,033
+134
+2% +$14.7K 0.34% 76
2022
Q4 		$958K Buy
8,899
+1,017
+13% +$110K 0.37% 98
2022
Q3 		$778K Sell
7,882
-16
-0.2% -$1.72K 0.33% 98
2022
Q2 		$824K Buy
7,898
+215
+3% +$23.3K 0.33% 99
2022
Q1 		$877K Buy
7,683
+92
+1% +$10.5K 0.36% 99
2021
Q4 		$907K Buy
7,591
+150
+2% +$17.6K 0.33% 111
2021
Q3 		$835K Buy
7,441
+309
+4% +$34.8K 0.43% 76
2021
Q2 		$803K Buy
7,132
+296
+4% +$33.8K 0.43% 74
2021
Q1 		$762K Buy
6,836
+61
+0.9% +$6.48K 0.46% 76
2020
Q4 		$648K Buy
+6,775
New +$589K 0.42% 79

Other funds holding SMLV

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SMLV Position: Q1 2024 in Review

Marshall Financial Group (Maryland) sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2024, closing a stake of 9,140 shares — an estimated $1.03M sold.

Marshall Financial Group (Maryland) first reported a position in SMLV in Q4 2020 and held it in 13 quarters. The position peaked at $1.03M in Q4 2023. 76 funds tracked by Wall St. Rank hold SMLV as of Q1 2024.

  • Marshall Financial Group (Maryland) reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 9,140 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2024, an estimated $1.03M.
  • Marshall Financial Group (Maryland) first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2020 and held it in 13 quarters.
  • Marshall Financial Group (Maryland)'s State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.03M in Q4 2023.
  • 76 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2024, filed 19 Apr 2024.