SOA Wealth Advisors’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.5K | Buy |
668
+4
| +0.6% | +$500 | 0.02% | 297 |
|
|
2025
Q1 | $81.5K | Sell |
664
-136
| -17% | -$16.7K | 0.02% | 279 |
|
|
2024
Q4 | $102K | Sell |
800
-534
| -40% | -$68.1K | 0.02% | 251 |
|
|
2024
Q3 | $166K | Buy |
1,334
+8
| +0.6% | +$994 | 0.03% | 201 |
|
|
2024
Q2 | $146K | Buy |
1,326
+9
| +0.7% | +$990 | 0.03% | 209 |
|
|
2024
Q1 | $148K | Hold |
1,317
| – | – | 0.03% | 208 |
|
|
2023
Q4 | $148K | Hold |
1,317
| – | – | 0.03% | 200 |
|
|
2023
Q3 | $130K | Hold |
1,317
| – | – | 0.03% | 202 |
|
|
2023
Q2 | $136K | Hold |
1,317
| – | – | 0.03% | 200 |
|
|
2023
Q1 | $138K | Hold |
1,317
| – | – | 0.03% | 196 |
|
|
2022
Q4 | $142K | Buy |
1,317
+1,107
| +527% | +$119K | 0.04% | 188 |
|
|
2022
Q3 | $20K | Hold |
210
| – | – | 0.01% | 390 |
|
|
2022
Q2 | $21K | Hold |
210
| – | – | 0.01% | 381 |
|
|
2022
Q1 | $23K | Hold |
210
| – | – | 0.01% | 442 |
|
|
2021
Q4 | $25K | Hold |
210
| – | – | 0.01% | 411 |
|
|
2021
Q3 | $23K | Hold |
210
| – | – | 0.01% | 435 |
|
|
2021
Q2 | $23K | Buy |
+210
| New | +$23K | 0.01% | 437 |
|