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TCG Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

TCG Advisors’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
2019
Q3 		– Sell
-436
Closed -$41K – 360
2019
Q2 		$41K Buy
436
+336
+336% +$31.1K 0.04% 159
2019
Q1 		$9K Buy
+100
New +$9.04K 0.01% 287

Other funds holding SMLV

Ameriprise
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCG Advisors's SMLV Position: Q3 2019 in Review

TCG Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2019, closing a stake of 436 shares — an estimated $41K sold.

TCG Advisors first reported a position in SMLV in Q1 2019 and held it in 2 quarters. The position peaked at $41K in Q2 2019. 71 funds tracked by Wall St. Rank hold SMLV as of Q3 2019.

  • TCG Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 436 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2019, an estimated $41K.
  • TCG Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $41K in Q2 2019.
  • 71 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.