MONECO Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

MONECO Advisors’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 Q1	–	Sell	-6,718	Closed	-$679K	–	155
2019 Q4	$679K	Buy	6,718 +1,578	+31%	+$154K	0.48%	52
2019 Q3	$489K	Buy	5,140 +3	+0.1%	+$281	0.38%	61
2019 Q2	$478K	Buy	5,137 +1,196	+30%	+$111K	0.38%	60
2019 Q1	$361K	Buy	+3,941	New	+$356K	0.29%	85

Other funds holding SMLV

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

MWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MONECO Advisors's SMLV Position: Q1 2020 in Review

MONECO Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2020, closing a stake of 6,718 shares — an estimated $679K sold.

MONECO Advisors first reported a position in SMLV in Q1 2019 and held it in 4 quarters. The position peaked at $679K in Q4 2019. 75 funds tracked by Wall St. Rank hold SMLV as of Q1 2020.

MONECO Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
MONECO Advisors sold 6,718 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2020, an estimated $679K.
MONECO Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2019 and held it in 4 quarters.
MONECO Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $679K in Q4 2019.
75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2020.

Based on MONECO Advisors's 13F filing for Q1 2020, filed 11 May 2020.