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

TrustCore Financial Services’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
2020 Q1	–	Sell	-103	Closed	-$10K	–	956
2019 Q4	$10K	Hold	103	–	–	﹤0.01%	645
2019 Q3	$10K	Hold	103	–	–	﹤0.01%	648
2019 Q2	$10K	Hold	103	–	–	﹤0.01%	638
2019 Q1	$9K	Buy	+103	New	+$9.31K	﹤0.01%	591

Other funds holding SMLV

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

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UCFA

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

MWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TrustCore Financial Services's SMLV Position: Q1 2020 in Review

TrustCore Financial Services sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2020, closing a stake of 103 shares — an estimated $10K sold.

TrustCore Financial Services first reported a position in SMLV in Q1 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2019. 75 funds tracked by Wall St. Rank hold SMLV as of Q1 2020.

TrustCore Financial Services reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
TrustCore Financial Services sold 103 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2020, an estimated $10K.
TrustCore Financial Services first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2019 and held it in 4 quarters.
TrustCore Financial Services's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $10K in Q4 2019.
75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2020.

Based on TrustCore Financial Services's 13F filing for Q1 2020, filed 7 May 2020.