Sonora Investment Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Sonora Investment Management’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 Q3	$11K	Hold	102	–	–	﹤0.01%	762
2021 Q2	$11K	Hold	102	–	–	﹤0.01%	699
2021 Q1	$11K	Hold	102	–	–	﹤0.01%	1211
2020 Q4	$10K	Hold	102	–	–	﹤0.01%	1233
2020 Q3	$8K	Hold	102	–	–	﹤0.01%	1303
2020 Q2	$8K	Hold	102	–	–	﹤0.01%	1196
2020 Q1	$7K	Hold	102	–	–	﹤0.01%	1173
2019 Q4	$10K	Sell	102 -18	-15%	-$1.76K	﹤0.01%	1221
2019 Q3	$11K	Buy	+120	New	+$11.2K	﹤0.01%	1139

Other funds holding SMLV

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Sonora Investment Management's SMLV Position: Q3 2021 in Review

Sonora Investment Management held its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) position steady in Q3 2021 at 102 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Sonora Investment Management first reported a position in SMLV in Q3 2019 and has held it in 9 quarters since. 81 funds tracked by Wall St. Rank hold SMLV as of Q3 2021.

Sonora Investment Management held 102 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $11K as of Q3 2021.
Sonora Investment Management left its State Street SPDR US Small Cap Low Volatility Index ETF share count unchanged in Q3 2021.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #762 holding.
Sonora Investment Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2019 and has held it in 9 quarters since.
81 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.