MWM
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MBE Wealth Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-1,219
Closed -$80K – 430
2020
Q1 		$80K Buy
+1,219
New +$109K 0.08% 83

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MBE Wealth Management's SMLV Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2020, closing a stake of 1,219 shares — an estimated $80K sold.

MBE Wealth Management first reported a position in SMLV in Q1 2020 and held it in 1 quarter. The position peaked at $80K in Q1 2020. 74 funds tracked by Wall St. Rank hold SMLV as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,219 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2020, an estimated $80K.
  • MBE Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $80K in Q1 2020.
  • 74 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.