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

Meridian 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
2017
Q1 		– Sell
-10,140
Closed -$946K – 175
2016
Q4 		$946K Buy
+10,140
New +$883K 0.75% 36

Other funds holding SMLV

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Meridian Wealth Management's SMLV Position: Q1 2017 in Review

Meridian Wealth Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2017, closing a stake of 10,140 shares — an estimated $946K sold.

Meridian Wealth Management first reported a position in SMLV in Q4 2016 and held it in 1 quarter. The position peaked at $946K in Q4 2016. 40 funds tracked by Wall St. Rank hold SMLV as of Q1 2017.

  • Meridian Wealth Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2017 after selling out during the quarter.
  • Meridian Wealth Management sold 10,140 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2017, an estimated $946K.
  • Meridian Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2016 and held it in 1 quarter.
  • Meridian Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $946K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2017.

Based on Meridian Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.