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

Reby 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
2020
Q4 		$25K Buy
+265
New +$23K 0.01% 326

Other funds holding SMLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Reby Advisors's SMLV Position: Q4 2020 in Review

Reby Advisors opened a new position in State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2020: 265 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings.

79 funds tracked by Wall St. Rank hold SMLV as of Q4 2020.

  • Reby Advisors held 265 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $25K as of Q4 2020.
  • State Street SPDR US Small Cap Low Volatility Index ETF was a new Reby Advisors position in Q4 2020.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #326 holding.
  • 79 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.