Wolff Wiese Magana’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-29	Closed	-$2.87K	–	828
2023 Q3	$2.87K	Hold	29	–	–	﹤0.01%	502
2023 Q2	$3K	Sell	29 -29	-50%	-$2.95K	﹤0.01%	508
2023 Q1	$6.1K	Hold	58	–	–	﹤0.01%	408
2022 Q4	$6.24K	Hold	58	–	–	0.01%	380
2022 Q3	$6K	Sell	58 -134	-70%	-$14.4K	﹤0.01%	583
2022 Q2	$20K	Sell	192 -75	-28%	-$8.11K	0.01%	401
2022 Q1	$30K	Hold	267	–	–	0.02%	344
2021 Q4	$32K	Hold	267	–	–	0.02%	347
2021 Q3	$30K	Hold	267	–	–	0.02%	352
2021 Q2	$30K	Hold	267	–	–	0.02%	348
2021 Q1	$30K	Hold	267	–	–	0.02%	341
2020 Q4	$26K	Buy	+267	New	+$23.2K	0.02%	343

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

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IWP

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

Wolff Wiese Magana's SMLV Position: Q4 2023 in Review

Wolff Wiese Magana sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q4 2023, closing a stake of 29 shares — an estimated $2.87K sold.

Wolff Wiese Magana first reported a position in SMLV in Q4 2020 and held it in 12 quarters. The position peaked at $32K in Q4 2021. 74 funds tracked by Wall St. Rank hold SMLV as of Q4 2023.

Wolff Wiese Magana reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 29 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q4 2023, an estimated $2.87K.
Wolff Wiese Magana first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q4 2020 and held it in 12 quarters.
Wolff Wiese Magana's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $32K in Q4 2021.
74 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.