Thomasville National Bank’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Thomasville National Bank’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
2023 Q3	–	Sell	-20,094	Closed	-$2.08M	–	232
2023 Q2	$2.08M	Buy	20,094 +3,462	+21%	+$352K	0.2%	75
2023 Q1	$1.75M	Buy	+16,632	New	+$1.83M	0.18%	80

Other funds holding SMLV

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

MWM

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Thomasville National Bank's SMLV Position: Q3 2023 in Review

Thomasville National Bank sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2023, closing a stake of 20,094 shares — an estimated $2.08M sold.

Thomasville National Bank first reported a position in SMLV in Q1 2023 and held it in 2 quarters. The position peaked at $2.08M in Q2 2023. 69 funds tracked by Wall St. Rank hold SMLV as of Q3 2023.

Thomasville National Bank reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2023 after selling out during the quarter.
Thomasville National Bank sold 20,094 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2023, an estimated $2.08M.
Thomasville National Bank first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2023 and held it in 2 quarters.
Thomasville National Bank's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $2.08M in Q2 2023.
69 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2023.

Based on Thomasville National Bank's 13F filing for Q3 2023, filed 10 Oct 2023.