NEXT Financial Holdings’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$15K	Buy	+165	New	+$14.9K	﹤0.01%	1032

Other funds holding SMLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NEXT Financial Holdings's SMLV Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2019: 165 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings.

69 funds tracked by Wall St. Rank hold SMLV as of Q1 2019.

NEXT Financial Holdings held 165 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $15K as of Q1 2019.
State Street SPDR US Small Cap Low Volatility Index ETF was a new NEXT Financial Holdings position in Q1 2019.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1032 holding.
69 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.