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Plante Moran Financial Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Plante Moran Financial Advisors’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
2025
Q1 		– Sell
-51
Closed -$6.48K – 944
2024
Q4 		$6.48K Buy
+51
New +$6.67K ﹤0.01% 651

Other funds holding SMLV

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plante Moran Financial Advisors's SMLV Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2025, closing a stake of 51 shares — an estimated $6.48K sold.

Plante Moran Financial Advisors first reported a position in SMLV in Q4 2024 and held it in 1 quarter. The position peaked at $6.48K in Q4 2024. 84 funds tracked by Wall St. Rank hold SMLV as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 51 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2025, an estimated $6.48K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $6.48K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.