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Raymond James & Associates’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Raymond James & Associates’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
Q1 		– Sell
-5,505
Closed -$551K – 3696
2019
Q4 		$551K Sell
5,505
-451
-8% -$44.1K ﹤0.01% 2654
2019
Q3 		$566K Sell
5,956
-599
-9% -$56.1K ﹤0.01% 2563
2019
Q2 		$610K Buy
6,555
+2,118
+48% +$196K ﹤0.01% 2530
2019
Q1 		$406K Buy
4,437
+37
+0.8% +$3.35K ﹤0.01% 2804
2018
Q4 		$365K Sell
4,400
-2,473
-36% -$223K ﹤0.01% 2749
2018
Q3 		$666K Buy
6,873
+493
+8% +$48.1K ﹤0.01% 2504
2018
Q2 		$608K Buy
6,380
+566
+10% +$52.2K ﹤0.01% 2543
2018
Q1 		$516K Buy
5,814
+511
+10% +$45.9K ﹤0.01% 2553
2017
Q4 		$484K Buy
5,303
+264
+5% +$25.3K ﹤0.01% 2554
2017
Q3 		$483K Buy
5,039
+478
+10% +$44K ﹤0.01% 2510
2017
Q2 		$421K Sell
4,561
-2,482
-35% -$228K ﹤0.01% 2524
2017
Q1 		$645K Buy
7,043
+521
+8% +$47.9K ﹤0.01% 2230
2016
Q4 		$609K Sell
6,522
-30,902
-83% -$2.69M ﹤0.01% 2214
2016
Q3 		$3.07M Buy
+37,424
New +$3.05M 0.01% 1207

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AF
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James & Associates's SMLV Position: Q1 2020 in Review

Raymond James & Associates sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2020, closing a stake of 5,505 shares — an estimated $551K sold.

Raymond James & Associates first reported a position in SMLV in Q3 2016 and held it in 14 quarters. The position peaked at $3.07M in Q3 2016. 75 funds tracked by Wall St. Rank hold SMLV as of Q1 2020.

  • Raymond James & Associates reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
  • Raymond James & Associates sold 5,505 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2020, an estimated $551K.
  • Raymond James & Associates first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2016 and held it in 14 quarters.
  • Raymond James & Associates's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $3.07M in Q3 2016.
  • 75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2020.

Based on Raymond James & Associates's 13F filing for Q1 2020, filed 21 Apr 2020.