Winthrop Capital Management’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18K | Sell |
142
-7
| -5% | -$887 | ﹤0.01% | 211 |
|
2025
Q1 | $18K | Buy |
149
+4
| +3% | +$483 | 0.01% | 191 |
|
2024
Q4 | $19K | Buy |
145
+7
| +5% | +$917 | 0.01% | 202 |
|
2024
Q3 | $17K | Hold |
138
| – | – | 0.01% | 106 |
|
2024
Q2 | $15K | Hold |
138
| – | – | 0.01% | 104 |
|
2024
Q1 | $15K | Hold |
138
| – | – | 0.01% | 108 |
|
2023
Q4 | $15.5K | Buy |
+138
| New | +$15.5K | 0.01% | 200 |
|