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

StrategIQ Financial Group’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
2022 Q3	–	Sell	-1,928	Closed	-$201K	–	284
2022 Q2	$201K	Buy	1,928 +53	+3%	+$5.73K	0.02%	275
2022 Q1	$214K	Buy	1,875 +35	+2%	+$4.01K	0.02%	282
2021 Q4	$220K	Buy	1,840 +17	+0.9%	+$1.99K	0.02%	277
2021 Q3	$205K	Buy	+1,823	New	+$205K	0.04%	217

Other funds holding SMLV

MWM

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

StrategIQ Financial Group's SMLV Position: Q3 2022 in Review

StrategIQ Financial Group sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2022, closing a stake of 1,928 shares — an estimated $201K sold.

StrategIQ Financial Group first reported a position in SMLV in Q3 2021 and held it in 4 quarters. The position peaked at $220K in Q4 2021. 71 funds tracked by Wall St. Rank hold SMLV as of Q3 2022.

StrategIQ Financial Group reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2022 after selling out during the quarter.
StrategIQ Financial Group sold 1,928 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2022, an estimated $201K.
StrategIQ Financial Group first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q3 2021 and held it in 4 quarters.
StrategIQ Financial Group's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $220K in Q4 2021.
71 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2022.

Based on StrategIQ Financial Group's 13F filing for Q3 2022, filed 21 Oct 2022.