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Providence Capital Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Providence Capital 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
2021
Q1 		– Sell
-5
Closed – – 327
2020
Q4 		$0 Buy
+5
New +$434 ﹤0.01% 332

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MWM
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UCFA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Providence Capital Advisors's SMLV Position: Q1 2021 in Review

Providence Capital Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2021, closing a stake of 5 shares.

Providence Capital Advisors first reported a position in SMLV in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 78 funds tracked by Wall St. Rank hold SMLV as of Q1 2021.

  • Providence Capital Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2021 after selling out during the quarter.
  • Providence Capital Advisors sold 5 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2021.
  • Providence Capital Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2020 and held it in 1 quarter.
  • Providence Capital Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $0 in Q4 2020.
  • 78 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2021.

Based on Providence Capital Advisors's 13F filing for Q1 2021, filed 13 May 2021.