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Money Concepts Capital’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-167
Closed -$18K – 2523
2022
Q4 		$18K Buy
+167
New +$18.1K ﹤0.01% 1725
2022
Q2 		– Sell
-135
Closed -$15K – 2462
2022
Q1 		$15K Buy
+135
New +$15.5K ﹤0.01% 1752

Other funds holding SMLV

MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Money Concepts Capital's SMLV Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2023, closing a stake of 167 shares — an estimated $18K sold.

Money Concepts Capital first reported a position in SMLV in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q4 2022. 73 funds tracked by Wall St. Rank hold SMLV as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 167 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2023, an estimated $18K.
  • Money Concepts Capital first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $18K in Q4 2022.
  • 73 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.