Pacific Sun Financial’s State Street SPDR 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
Q3 | $780K | Sell |
|
|||||
|
2025
Q2 | $775K | Sell |
|
|||||
|
2025
Q1 | $816K | Sell |
|
|||||
|
2024
Q4 | $850K | Sell |
|
|||||
|
2024
Q3 | $833K | Sell |
|
|||||
|
2024
Q2 | $742K | Sell |
|
|||||
|
2024
Q1 | $791K | Sell |
|
|||||
|
2023
Q4 | $808K | Sell |
|
|||||
|
2023
Q3 | $798K | Sell |
|
|||||
|
2023
Q2 | $868K | Buy |
|
|||||
|
2022
Q4 | $890K | Sell |
|
|||||
|
2022
Q3 | $864K | Sell |
|
|||||
|
2022
Q2 | $947K | Buy |
|
|||||
|
2022
Q1 | $1M | Sell |
|
|||||
|
2021
Q4 | $1.05M | Sell |
|
|||||
|
2021
Q3 | $1.03M | Buy |
|
|||||
|
2020
Q3 | $748K | Sell |
|
|||||
|
2020
Q2 | $801K | Buy |
|
|||||
|
2020
Q1 | $669K | Buy |
|
|||||
|
2019
Q4 | $927K | Buy |
|
|||||
|
2019
Q3 | $875K | Buy |
|
|||||
|
2019
Q2 | $845K | Buy |
|
|||||
|
2018
Q2 | $755K | Buy |
|
|||||
|
2018
Q1 | $657K | Buy |
|