Ae Wealth Management LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Ae Wealth Management LLC holds 69 shares of SMLV stock, worth $8,139. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$8,139

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$120.76 - $140.58 $8,332 - $9,700	69 New	69 $8,000
Q2 2021 Jul 21, 2021	SELL	$111.22 - $117.06 $349,564 - $367,919	-3,143 Closed	0 $0
Q1 2021 Apr 27, 2021	SELL	$94.11 - $116.98 $524,663 - $652,163	-5,575 Reduced 63.95%	3,143 $350,000
Q4 2020 Feb 01, 2021	BUY	$76.38 - $96.63 $665,880 - $842,420	8,718 New	8,718 $834,000
Q3 2020 Nov 06, 2020	SELL	$71.58 - $81.95 $423,753 - $485,144	-5,920 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$58.89 - $86.67 $348,628 - $513,086	5,920 New	5,920 $452,000
Q1 2020 May 07, 2020	SELL	$57.86 - $101.27 $245,268 - $429,283	-4,239 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$92.59 - $100.97 $18,518 - $20,194	200 Added 4.95%	4,239 $424,000
Q3 2019 Nov 05, 2019	BUY	$94.08 - $96.95 $96,996 - $99,955	1,031 Added 34.28%	4,039 $384,000
Q2 2019 Jul 22, 2019	BUY	N/A	3,008 New	3,008 $280,000

Others Institutions Holding SMLV

# of Institutions

Shares Held

795K

Call Options Held

Put Options Held

View Full List

About SPDR SSGA US SMALL CAP LOW VOL

Ticker SMLV
Sector ETFs
Industry ETFs

More about SMLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Spdr Ssga Us Small Cap Low Vol Transaction History