Personal CFO Solutions’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Personal CFO Solutions’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 Q2	–	Sell	-2,500	Closed	-$285K	–	490
2022 Q1	$285K	Hold	2,500	–	–	0.06%	348
2021 Q4	$299K	Hold	2,500	–	–	0.06%	323
2021 Q3	$280K	Hold	2,500	–	–	0.06%	307
2021 Q2	$281K	Hold	2,500	–	–	0.06%	307
2021 Q1	$279K	Hold	2,500	–	–	0.06%	282
2020 Q4	$239K	Buy	+2,500	New	+$217K	0.06%	308
2020 Q2	–	Sell	-5,300	Closed	-$350K	–	350
2020 Q1	$350K	Sell	5,300 -610	-10%	-$54.5K	0.13%	151
2019 Q4	$591K	Sell	5,910 -323	-5%	-$31.6K	0.17%	127
2019 Q3	$593K	Buy	+6,233	New	+$584K	0.24%	106

Other funds holding SMLV

MWM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UCFA

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

Personal CFO Solutions's SMLV Position: Q2 2022 in Review

Personal CFO Solutions sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2022, closing a stake of 2,500 shares — an estimated $285K sold.

Personal CFO Solutions first reported a position in SMLV in Q3 2019 and held it in 9 quarters. The position peaked at $593K in Q3 2019. 73 funds tracked by Wall St. Rank hold SMLV as of Q2 2022.

Personal CFO Solutions reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2022 after selling out during the quarter.
Personal CFO Solutions sold 2,500 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2022, an estimated $285K.
Personal CFO Solutions first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2019 and held it in 9 quarters.
Personal CFO Solutions's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $593K in Q3 2019.
73 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.