Peoples Financial Services Corp’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Peoples Financial Services Corp’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
2020 Q3	–	Sell	-60	Closed	-$5K	–	296
2020 Q2	$5K	Hold	60	–	–	﹤0.01%	250
2020 Q1	$4K	Hold	60	–	–	﹤0.01%	270
2019 Q4	$6K	Hold	60	–	–	﹤0.01%	267
2019 Q3	$6K	Hold	60	–	–	﹤0.01%	274
2019 Q2	$6K	Hold	60	–	–	﹤0.01%	277
2019 Q1	$5K	Hold	60	–	–	﹤0.01%	280
2018 Q4	$5K	Hold	60	–	–	﹤0.01%	275
2018 Q3	$6K	Hold	60	–	–	﹤0.01%	284
2018 Q2	$6K	Hold	60	–	–	﹤0.01%	265
2018 Q1	$5K	Hold	60	–	–	﹤0.01%	284
2017 Q4	$5K	Buy	+60	New	+$5.75K	﹤0.01%	282

Other funds holding SMLV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

MWM

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Peoples Financial Services Corp's SMLV Position: Q3 2020 in Review

Peoples Financial Services Corp sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2020, closing a stake of 60 shares — an estimated $5K sold.

Peoples Financial Services Corp first reported a position in SMLV in Q4 2017 and held it in 11 quarters. The position peaked at $6K in Q4 2019. 64 funds tracked by Wall St. Rank hold SMLV as of Q3 2020.

Peoples Financial Services Corp reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
Peoples Financial Services Corp sold 60 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2020, an estimated $5K.
Peoples Financial Services Corp first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2017 and held it in 11 quarters.
Peoples Financial Services Corp's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $6K in Q4 2019.
64 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2020.

Based on Peoples Financial Services Corp's 13F filing for Q3 2020, filed 7 Oct 2020.