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

Pacific Financial Group’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 Q4	–	Sell	-16,711	Closed	-$1.55M	–	89
2019 Q3	$1.55M	Sell	16,711 -7	-0%	-$656	0.17%	46
2019 Q2	$1.53M	Buy	16,718 +229	+1%	+$21.2K	0.18%	44
2019 Q1	$1.51M	Sell	16,489 -299	-2%	-$27K	0.18%	44
2018 Q4	$1.39M	Buy	+16,788	New	+$1.51M	0.22%	37

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Pacific Financial Group's SMLV Position: Q4 2019 in Review

Pacific Financial Group sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2019, closing a stake of 16,711 shares — an estimated $1.55M sold.

Pacific Financial Group first reported a position in SMLV in Q4 2018 and held it in 4 quarters. The position peaked at $1.55M in Q3 2019. 88 funds tracked by Wall St. Rank hold SMLV as of Q4 2019.

Pacific Financial Group reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2019 after selling out during the quarter.
Pacific Financial Group sold 16,711 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2019, an estimated $1.55M.
Pacific Financial Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2018 and held it in 4 quarters.
Pacific Financial Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $1.55M in Q3 2019.
88 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2019.

Based on Pacific Financial Group's 13F filing for Q4 2019, filed 7 Jan 2020.