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

PSI 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	-93	Closed	-$11.8K	–	922
2024 Q4	$11.8K	Buy	93 +1	+1%	+$131	﹤0.01%	500
2024 Q3	$11.4K	Hold	92	–	–	﹤0.01%	516
2024 Q2	$10K	Buy	92 +2	+2%	+$217	﹤0.01%	514
2024 Q1	$10.1K	Buy	+90	New	+$9.79K	﹤0.01%	487
2020 Q1	–	Sell	-1,734	Closed	-$173K	–	509
2019 Q4	$173K	Buy	+1,734	New	+$169K	0.11%	138

Other funds holding SMLV

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

PSI Advisors's SMLV Position: Q1 2025 in Review

PSI Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2025, closing a stake of 93 shares — an estimated $11.8K sold.

PSI Advisors first reported a position in SMLV in Q4 2019 and held it in 5 quarters. The position peaked at $173K in Q4 2019. 84 funds tracked by Wall St. Rank hold SMLV as of Q1 2025.

PSI 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.
PSI Advisors sold 93 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2025, an estimated $11.8K.
PSI Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2019 and held it in 5 quarters.
PSI Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $173K in Q4 2019.
84 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.