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

NovaPoint 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
2024
Q3 		– Sell
-12,428
Closed -$1.37M – 136
2024
Q2 		$1.37M Sell
12,428
-449
-3% -$48.7K 0.46% 60
2024
Q1 		$1.44M Buy
12,877
+1,499
+13% +$163K 0.51% 58
2023
Q4 		$1.28M Buy
+11,378
New +$1.16M 0.48% 59

Other funds holding SMLV

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

NovaPoint Capital's SMLV Position: Q3 2024 in Review

NovaPoint Capital sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2024, closing a stake of 12,428 shares — an estimated $1.37M sold.

NovaPoint Capital first reported a position in SMLV in Q4 2023 and held it in 3 quarters. The position peaked at $1.44M in Q1 2024. 78 funds tracked by Wall St. Rank hold SMLV as of Q3 2024.

  • NovaPoint Capital reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2024 after selling out during the quarter.
  • NovaPoint Capital sold 12,428 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2024, an estimated $1.37M.
  • NovaPoint Capital first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2023 and held it in 3 quarters.
  • NovaPoint Capital's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.44M in Q1 2024.
  • 78 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2024.

Based on NovaPoint Capital's 13F filing for Q3 2024, filed 17 Oct 2024.