OneDigital Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $575K | Sell |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $569K | Buy |
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|
2023
Q4 | $570K | Buy |
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|
2023
Q3 | $497K | Buy |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $527K | Sell |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $547K | Buy |
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|
2021
Q3 | $501K | Sell |
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|
2021
Q2 | $538K | Sell |
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|
2021
Q1 | $657K | Sell |
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|
2020
Q4 | $627K | Buy |
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|
2020
Q3 | $478K | Buy |
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|
2020
Q2 | $440K | Buy |
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|
2020
Q1 | $374K | Buy |
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|
2019
Q4 | $490K | Buy |
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|
2019
Q3 | $288K | Buy |
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