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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-55
Closed -$4K 2052
2014
Q4
$4K Buy
+55
New +$4.11K ﹤0.01% 1717

Other funds holding SMLV

WFG Advisors's SMLV Position: Q1 2015 in Review

WFG Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2015, closing a stake of 55 shares — an estimated $4K sold.

WFG Advisors first reported a position in SMLV in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 17 funds tracked by Wall St. Rank hold SMLV as of Q1 2015.

  • WFG Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 55 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2015, an estimated $4K.
  • WFG Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2014 and held it in 1 quarter.
  • WFG Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $4K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.