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

Simplicity Solutions’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
2021
Q1 		– Sell
-6,309
Closed -$604K – 905
2020
Q4 		$604K Buy
+6,309
New +$548K 0.01% 654
2020
Q3 		– Sell
-3,100
Closed -$237K – 941
2020
Q2 		$237K Buy
+3,100
New +$223K ﹤0.01% 791

Other funds holding SMLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Simplicity Solutions's SMLV Position: Q1 2021 in Review

Simplicity Solutions sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2021, closing a stake of 6,309 shares — an estimated $604K sold.

Simplicity Solutions first reported a position in SMLV in Q2 2020 and held it in 2 quarters. The position peaked at $604K in Q4 2020. 78 funds tracked by Wall St. Rank hold SMLV as of Q1 2021.

  • Simplicity Solutions reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 6,309 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2021, an estimated $604K.
  • Simplicity Solutions first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2020 and held it in 2 quarters.
  • Simplicity Solutions's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $604K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.