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

Reilly 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
2020
Q3 		– Sell
-95
Closed -$7K – 930
2020
Q2 		$7K Hold
95
– – ﹤0.01% 660
2020
Q1 		$6K Sell
95
-23,066
-100% -$2.06M ﹤0.01% 659
2019
Q4 		$2.32M Buy
23,161
+420
+2% +$41K 0.26% 68
2019
Q3 		$2.16M Sell
22,741
-492
-2% -$46.1K 0.27% 68
2019
Q2 		$2.16M Buy
23,233
+633
+3% +$58.6K 0.27% 71
2019
Q1 		$2.07M Sell
22,600
-681
-3% -$61.6K 0.27% 72
2018
Q4 		$1.93M Buy
23,281
+1,042
+5% +$93.9K 0.28% 73
2018
Q3 		$2.16M Sell
22,239
-147
-0.7% -$14.4K 0.29% 67
2018
Q2 		$2.13M Buy
22,386
+3,507
+19% +$323K 0.3% 60
2018
Q1 		$1.68M Buy
18,879
+2,150
+13% +$193K 0.23% 71
2017
Q4 		$1.53M Buy
16,729
+1,879
+13% +$180K 0.22% 77
2017
Q3 		$1.42M Buy
14,850
+563
+4% +$51.8K 0.21% 72
2017
Q2 		$1.32M Buy
14,287
+1,350
+10% +$124K 0.2% 75
2017
Q1 		$1.18M Buy
12,937
+1,445
+13% +$133K 0.19% 76
2016
Q4 		$1.07M Buy
+11,492
New +$1M 0.19% 76

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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

Reilly Financial Advisors's SMLV Position: Q3 2020 in Review

Reilly Financial Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2020, closing a stake of 95 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in SMLV in Q4 2016 and held it in 15 quarters. The position peaked at $2.32M in Q4 2019. 64 funds tracked by Wall St. Rank hold SMLV as of Q3 2020.

  • Reilly Financial Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 95 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2020, an estimated $7K.
  • Reilly Financial Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2016 and held it in 15 quarters.
  • Reilly Financial Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $2.32M in Q4 2019.
  • 64 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.