WealthShield Partners’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

WealthShield Partners’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	-50	Closed	-$5.17K	–	502
2023 Q2	$5.17K	Sell	50 -150	-75%	-$15.3K	﹤0.01%	463
2023 Q1	$21K	Buy	+200	New	+$22K	﹤0.01%	412
2021 Q3	–	Sell	-200	Closed	-$23K	–	657
2021 Q2	$23K	Hold	200	–	–	﹤0.01%	633
2021 Q1	$22K	Buy	+200	New	+$21.2K	﹤0.01%	647
2020 Q4	–	Sell	-200	Closed	-$15K	–	397
2020 Q3	$15K	Hold	200	–	–	0.01%	340
2020 Q2	$15K	Sell	200 -25	-11%	-$1.8K	0.01%	285
2020 Q1	$15K	Hold	225	–	–	0.01%	216
2019 Q4	$23K	Hold	225	–	–	0.01%	231
2019 Q3	$21K	Buy	+225	New	+$21.1K	0.01%	220
2019 Q2	–	Sell	-225	Closed	-$21K	–	275
2019 Q1	$21K	Sell	225 -35	-13%	-$3.16K	0.01%	216
2018 Q4	$22K	Hold	260	–	–	0.02%	185
2018 Q3	$25K	Hold	260	–	–	0.01%	184
2018 Q2	$25K	Hold	260	–	–	0.02%	177
2018 Q1	$23K	Buy	+260	New	+$23.4K	0.01%	174

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 $1.93B AUM 18.43% 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

WealthShield Partners's SMLV Position: Q3 2023 in Review

WealthShield Partners sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2023, closing a stake of 50 shares — an estimated $5.17K sold.

WealthShield Partners first reported a position in SMLV in Q1 2018 and held it in 14 quarters. The position peaked at $25K in Q3 2018. 69 funds tracked by Wall St. Rank hold SMLV as of Q3 2023.

WealthShield Partners reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2023 after selling out during the quarter.
WealthShield Partners sold 50 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2023, an estimated $5.17K.
WealthShield Partners first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2018 and held it in 14 quarters.
WealthShield Partners's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $25K in Q3 2018.
69 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2023.

Based on WealthShield Partners's 13F filing for Q3 2023, filed 25 Oct 2023.