WA
Waverly Advisors’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
2,545
-268
| -10% | -$33.5K | ﹤0.01% | 944 |
|
|
2025
Q1 | $346K | Sell |
2,813
-1,041
| -27% | -$128K | ﹤0.01% | 883 |
|
|
2024
Q4 | $492K | Buy |
3,854
+586
| +18% | +$74.8K | 0.01% | 688 |
|
|
2024
Q3 | $406K | Buy |
3,268
+24
| +0.7% | +$2.98K | 0.01% | 617 |
|
|
2024
Q2 | $357K | Sell |
3,244
-771
| -19% | -$84.8K | 0.01% | 629 |
|
|
2024
Q1 | $450K | Buy |
+4,015
| New | +$450K | 0.01% | 503 |
|