United Capital Financial Advisors’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Sell |
5,786
-114
| -2% | -$14.3K | 0.01% | 670 |
|
|
2025
Q1 | $725K | Sell |
5,900
-184
| -3% | -$22.6K | 0.01% | 635 |
|
|
2024
Q4 | $776K | Sell |
6,084
-221
| -4% | -$28.2K | 0.01% | 608 |
|
|
2024
Q3 | $783K | Sell |
6,305
-213
| -3% | -$26.5K | 0.01% | 601 |
|
|
2024
Q2 | $717K | Sell |
6,518
-177
| -3% | -$19.5K | 0.01% | 607 |
|
|
2024
Q1 | $750K | Sell |
6,695
-293
| -4% | -$32.8K | 0.01% | 629 |
|
|
2023
Q4 | $786K | Sell |
6,988
-2,999
| -30% | -$337K | 0.01% | 609 |
|
|
2023
Q3 | $988K | Sell |
9,987
-1,697
| -15% | -$168K | 0.01% | 517 |
|
|
2023
Q2 | $1.21M | Sell |
11,684
-1,825
| -14% | -$189K | 0.01% | 514 |
|
|
2023
Q1 | $1.42M | Sell |
13,509
-4,125
| -23% | -$434K | 0.01% | 506 |
|
|
2022
Q4 | $1.9M | Sell |
17,634
-6,434
| -27% | -$693K | 0.01% | 492 |
|
|
2022
Q3 | $2.38M | Sell |
24,068
-3,269
| -12% | -$323K | 0.01% | 444 |
|
|
2022
Q2 | $2.85M | Sell |
27,337
-2,827
| -9% | -$295K | 0.02% | 427 |
|
|
2022
Q1 | $3.44M | Sell |
30,164
-5,450
| -15% | -$622K | 0.02% | 421 |
|
|
2021
Q4 | $4.26M | Sell |
35,614
-8,023
| -18% | -$959K | 0.02% | 395 |
|
|
2021
Q3 | $4.9M | Sell |
43,637
-4,326
| -9% | -$485K | 0.02% | 376 |
|
|
2021
Q2 | $5.4M | Sell |
47,963
-8,308
| -15% | -$935K | 0.03% | 368 |
|
|
2021
Q1 | $6.27M | Sell |
56,271
-15,298
| -21% | -$1.7M | 0.03% | 327 |
|
|
2020
Q4 | $6.85M | Sell |
71,569
-13,944
| -16% | -$1.33M | 0.04% | 301 |
|
|
2020
Q3 | $6.48M | Sell |
85,513
-15,215
| -15% | -$1.15M | 0.04% | 300 |
|
|
2020
Q2 | $7.69M | Sell |
100,728
-14,787
| -13% | -$1.13M | 0.06% | 293 |
|
|
2020
Q1 | $7.63M | Sell |
115,515
-10,164
| -8% | -$672K | 0.06% | 273 |
|
|
2019
Q4 | $12.6M | Sell |
125,679
-4,099
| -3% | -$410K | 0.08% | 267 |
|
|
2019
Q3 | $12.3M | Sell |
129,778
-2,096
| -2% | -$199K | 0.09% | 257 |
|
|
2019
Q2 | $12.3M | Buy |
131,874
+8,685
| +7% | +$808K | 0.08% | 260 |
|
|
2019
Q1 | $11.3M | Buy |
123,189
+5,363
| +5% | +$491K | 0.08% | 273 |
|
|
2018
Q4 | $9.77M | Buy |
117,826
+1,612
| +1% | +$134K | 0.08% | 258 |
|
|
2018
Q3 | $11.3M | Buy |
116,214
+1,615
| +1% | +$157K | 0.08% | 272 |
|
|
2018
Q2 | $10.9M | Sell |
114,599
-1,179
| -1% | -$112K | 0.08% | 283 |
|
|
2018
Q1 | $10.3M | Buy |
115,778
+7,083
| +7% | +$629K | 0.08% | 284 |
|
|
2017
Q4 | $9.93M | Buy |
108,695
+5,253
| +5% | +$480K | 0.08% | 302 |
|
|
2017
Q3 | $9.91M | Sell |
103,442
-6,044
| -6% | -$579K | 0.08% | 285 |
|
|
2017
Q2 | $10.1M | Buy |
109,486
+1,399
| +1% | +$129K | 0.09% | 264 |
|
|
2017
Q1 | $9.9M | Sell |
108,087
-7,723
| -7% | -$707K | 0.09% | 265 |
|
|
2016
Q4 | $10.8M | Sell |
115,810
-4,363
| -4% | -$408K | 0.11% | 233 |
|
|
2016
Q3 | $9.85M | Buy |
120,173
+11,805
| +11% | +$968K | 0.1% | 259 |
|
|
2016
Q2 | $8.45M | Buy |
108,368
+36,492
| +51% | +$2.85M | 0.09% | 276 |
|
|
2016
Q1 | $5.52M | Buy |
71,876
+25,267
| +54% | +$1.94M | 0.06% | 316 |
|
|
2015
Q4 | $3.48M | Buy |
46,609
+18,795
| +68% | +$1.4M | 0.04% | 422 |
|
|
2015
Q3 | $2M | Buy |
27,814
+807
| +3% | +$57.9K | 0.02% | 527 |
|
|
2015
Q2 | $2.09M | Buy |
27,007
+3,128
| +13% | +$241K | 0.02% | 558 |
|
|
2015
Q1 | $1.84M | Buy |
23,879
+216
| +0.9% | +$16.6K | 0.02% | 589 |
|
|
2014
Q4 | $1.85M | Buy |
+23,663
| New | +$1.85M | 0.03% | 492 |
|