Navis Wealth Advisors’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$757K Buy
2025
Q1
$738K Buy
2024
Q4
$762K Buy
2024
Q3
$735K Buy
2024
Q2
$647K Buy
2024
Q1
$653K Buy
2023
Q4
$653K Buy