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

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-55
Closed -$6K – 1720
2022
Q2 		$6K Hold
55
– – ﹤0.01% 1442
2022
Q1 		$6K Buy
55
+10
+22% +$1.15K ﹤0.01% 1562
2021
Q4 		$5K Buy
45
+33
+275% +$3.87K ﹤0.01% 1726
2021
Q3 		$1K Hold
12
– – ﹤0.01% 2092
2021
Q2 		$1K Hold
12
– – ﹤0.01% 2020
2021
Q1 		$1K Hold
12
– – ﹤0.01% 1924
2020
Q4 		$1K Hold
12
– – ﹤0.01% 1802
2020
Q3 		$1K Sell
12
-10
-45% -$778 ﹤0.01% 1603
2020
Q2 		$2K Sell
22
-755
-97% -$54.4K ﹤0.01% 1423
2020
Q1 		$51K Sell
777
-458
-37% -$40.9K 0.02% 451
2019
Q4 		$124K Sell
1,235
-366
-23% -$35.8K 0.05% 303
2019
Q3 		$152K Hold
1,601
– – 0.07% 248
2019
Q2 		$149K Buy
1,601
+153
+11% +$14.2K 0.06% 232
2019
Q1 		$132K Buy
1,448
+265
+22% +$24K 0.07% 225
2018
Q4 		$98K Sell
1,183
-45
-4% -$4.05K 0.06% 213
2018
Q3 		$119K Buy
1,228
+646
+111% +$63.1K 0.07% 182
2018
Q2 		$55K Sell
582
-499
-46% -$46K 0.06% 179
2018
Q1 		$94K Buy
1,081
+45
+4% +$4.04K 0.07% 222
2017
Q4 		$94K Buy
1,036
+46
+5% +$4.41K 0.07% 220
2017
Q3 		$96K Buy
990
+134
+16% +$12.3K 0.09% 180
2017
Q2 		$78K Buy
856
+233
+37% +$21.4K 0.08% 185
2017
Q1 		$56K Buy
623
+2
+0.3% +$184 0.06% 208
2016
Q4 		$57K Buy
+621
New +$54.1K 0.08% 197

Other funds holding SMLV

MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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

Patriot Financial Group Insurance Agency's SMLV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2022, closing a stake of 55 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in SMLV in Q4 2016 and held it in 23 quarters. The position peaked at $152K in Q3 2019. 71 funds tracked by Wall St. Rank hold SMLV as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 55 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2022, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $152K in Q3 2019.
  • 71 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.