Steward Partners Investment Advisory’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.1K | Hold |
720
| – | – | ﹤0.01% | 2182 |
|
|
2025
Q1 | $88.5K | Buy |
720
+50
| +7% | +$6.14K | ﹤0.01% | 2086 |
|
|
2024
Q4 | $85.5K | Buy |
670
+400
| +148% | +$51.1K | ﹤0.01% | 2060 |
|
|
2024
Q3 | $33.5K | Hold |
270
| – | – | ﹤0.01% | 2431 |
|
|
2024
Q2 | $29.7K | Hold |
270
| – | – | ﹤0.01% | 2351 |
|
|
2024
Q1 | $30.3K | Hold |
270
| – | – | ﹤0.01% | 2340 |
|
|
2023
Q4 | $30.4K | Hold |
270
| – | – | ﹤0.01% | 2194 |
|
|
2023
Q3 | $26.7K | Hold |
270
| – | – | ﹤0.01% | 2175 |
|
|
2023
Q2 | $27.9K | Hold |
270
| – | – | ﹤0.01% | 2127 |
|
|
2023
Q1 | $28.4K | Sell |
270
-25
| -8% | -$2.63K | ﹤0.01% | 2100 |
|
|
2022
Q4 | $31.8K | Buy |
295
+40
| +16% | +$4.31K | ﹤0.01% | 2017 |
|
|
2022
Q3 | $25K | Sell |
255
-30
| -11% | -$2.94K | ﹤0.01% | 2120 |
|
|
2022
Q2 | $30K | Hold |
285
| – | – | ﹤0.01% | 2040 |
|
|
2022
Q1 | $33K | Buy |
285
+20
| +8% | +$2.32K | ﹤0.01% | 2131 |
|
|
2021
Q4 | $32K | Hold |
265
| – | – | ﹤0.01% | 2108 |
|
|
2021
Q3 | $30K | Hold |
265
| – | – | ﹤0.01% | 2139 |
|
|
2021
Q2 | $30K | Hold |
265
| – | – | ﹤0.01% | 4223 |
|
|
2021
Q1 | $29.5K | Sell |
265
-15
| -5% | -$1.67K | ﹤0.01% | 2276 |
|
|
2020
Q4 | $27K | Buy |
280
+155
| +124% | +$14.9K | ﹤0.01% | 1957 |
|
|
2020
Q3 | $9K | Hold |
125
| – | – | ﹤0.01% | 2191 |
|
|
2020
Q2 | $10K | Hold |
125
| – | – | ﹤0.01% | 2050 |
|
|
2020
Q1 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 1946 |
|