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

Sowell Financial Services’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 Q2	–	Sell	-23	Closed	-$3K	–	2374
2021 Q1	$3K	Buy	+23	New	+$2.44K	﹤0.01%	2759
2020 Q1	–	Sell	-4,818	Closed	-$482K	–	2669
2019 Q4	$482K	Buy	4,818 +1,705	+55%	+$167K	0.04%	461
2019 Q3	$296K	Buy	+3,113	New	+$292K	0.02%	538

Other funds holding SMLV

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

MWM

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

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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

IWP

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Sowell Financial Services's SMLV Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2021, closing a stake of 23 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in SMLV in Q3 2019 and held it in 3 quarters. The position peaked at $482K in Q4 2019. 76 funds tracked by Wall St. Rank hold SMLV as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 23 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2021, an estimated $3K.
Sowell Financial Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2019 and held it in 3 quarters.
Sowell Financial Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $482K in Q4 2019.
76 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.