Thrivent Financial for Lutherans’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Thrivent Financial for Lutherans’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 Q1	–	Sell	-2,546	Closed	-$276K	–	2499
2022 Q4	$276K	Sell	2,546 -136	-5%	-$14.7K	﹤0.01%	2277
2022 Q3	$267K	Sell	2,682 -180	-6%	-$19.4K	﹤0.01%	2265
2022 Q2	$298K	Sell	2,862 -271	-9%	-$29.3K	﹤0.01%	2264
2022 Q1	$358K	Buy	+3,133	New	+$359K	﹤0.01%	2302
2021 Q4	–	Hold	0	–	–	–	2255
2021 Q3	–	Hold	0	–	–	–	2261
2021 Q2	–	Hold	0	–	–	–	2252
2021 Q1	–	Hold	0	–	–	–	2306
2020 Q4	–	Hold	0	–	–	–	2254
2020 Q3	–	Hold	0	–	–	–	2073

Other funds holding SMLV

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 $1.93B AUM 18.43% 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

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

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Thrivent Financial for Lutherans's SMLV Position: Q1 2023 in Review

Thrivent Financial for Lutherans sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2023, closing a stake of 2,546 shares — an estimated $276K sold.

Thrivent Financial for Lutherans first reported a position in SMLV in Q1 2022 and held it in 4 quarters. The position peaked at $358K in Q1 2022. 73 funds tracked by Wall St. Rank hold SMLV as of Q1 2023.

Thrivent Financial for Lutherans reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2023 after selling out during the quarter.
Thrivent Financial for Lutherans sold 2,546 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2023, an estimated $276K.
Thrivent Financial for Lutherans first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2022 and held it in 4 quarters.
Thrivent Financial for Lutherans's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $358K in Q1 2022.
73 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2023.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2023, filed 17 May 2023.