White Knight Strategic Wealth Advisors’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

White Knight Strategic Wealth Advisors’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
2022 Q1	–	Sell	-3,006	Closed	-$359K	–	73
2021 Q4	$359K	Buy	+3,006	New	+$352K	0.38%	56

Other funds holding SMLV

MWM

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

UCFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

White Knight Strategic Wealth Advisors's SMLV Position: Q1 2022 in Review

White Knight Strategic Wealth Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q1 2022, closing a stake of 3,006 shares — an estimated $359K sold.

White Knight Strategic Wealth Advisors first reported a position in SMLV in Q4 2021 and held it in 1 quarter. The position peaked at $359K in Q4 2021. 79 funds tracked by Wall St. Rank hold SMLV as of Q1 2022.

White Knight Strategic Wealth Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q1 2022 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 3,006 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2022, an estimated $359K.
White Knight Strategic Wealth Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2021 and held it in 1 quarter.
White Knight Strategic Wealth Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $359K in Q4 2021.
79 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2022.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.