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Parkside Financial Bank & Trust’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Parkside Financial Bank & Trust’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
Q3 		– Sell
-258
Closed -$24K – 1639
2019
Q2 		$24K Buy
+258
New +$23.9K 0.01% 587

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LPL Financial
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Citigroup
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AF
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CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Parkside Financial Bank & Trust's SMLV Position: Q3 2019 in Review

Parkside Financial Bank & Trust sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2019, closing a stake of 258 shares — an estimated $24K sold.

Parkside Financial Bank & Trust first reported a position in SMLV in Q2 2019 and held it in 1 quarter. The position peaked at $24K in Q2 2019. 71 funds tracked by Wall St. Rank hold SMLV as of Q3 2019.

  • Parkside Financial Bank & Trust reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2019 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 258 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2019, an estimated $24K.
  • Parkside Financial Bank & Trust first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2019 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $24K in Q2 2019.
  • 71 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2019.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2019, filed 5 Nov 2019.