SageView Advisory Group’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

SageView Advisory Group’s Portfolio SMLV Stock Details SMLV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$130K	Buy
2024 Q3	–	Sell
2024 Q2	$249K	Buy
2024 Q1	–	Sell
2023 Q4	$279K	Buy
2023 Q3	–	Sell
2023 Q2	$204K	Sell
2023 Q1	$280K	Sell
2022 Q4	$467K	Buy