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

Win 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
Q2 		– Sell
-50
Closed -$6K – 208
2022
Q1 		$6K Buy
+50
New +$5.73K ﹤0.01% 148

Other funds holding SMLV

MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Win Advisors's SMLV Position: Q2 2022 in Review

Win Advisors sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2022, closing a stake of 50 shares — an estimated $6K sold.

Win Advisors first reported a position in SMLV in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 73 funds tracked by Wall St. Rank hold SMLV as of Q2 2022.

  • Win Advisors reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2022 after selling out during the quarter.
  • Win Advisors sold 50 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2022, an estimated $6K.
  • Win Advisors first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2022 and held it in 1 quarter.
  • Win Advisors's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $6K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.