Soa Wealth Advisors, Llc. Spdr Ssga Us Small Cap Low Vol Transaction History

Soa Wealth Advisors, Llc.

$960 Million
Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 672 shares of SMLV stock, worth $84,893. This represents 0.01% of its overall portfolio holdings.

Number of Shares

672

Previous 668 0.6%

Holding current value

$84,893

Previous $83,000 4.82%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$121.99 - $134.19 $487 - $536	4 Added 0.6%	672 $87,000
Q2 2025 Jul 18, 2025	BUY	$110.2 - $126.21 $440 - $504	4 Added 0.6%	668 $83,000
Q1 2025 Apr 14, 2025	SELL	$122.03 - $134.83 $16,596 - $18,336	-136 Reduced 17.0%	664 $81,000
Q4 2024 Jan 28, 2025	SELL	$120.76 - $140.58 $64,485 - $75,069	-534 Reduced 40.03%	800 $102,000
Q3 2024 Oct 08, 2024	BUY	$108.3 - $128.14 $866 - $1,025	8 Added 0.6%	1,334 $165,000
Q2 2024 Jul 17, 2024	BUY	$103.54 - $113.03 $931 - $1,017	9 Added 0.68%	1,326 $145,000
Q4 2022 Jan 10, 2023	BUY	$99.86 - $114.25 $110,545 - $126,474	1,107 Added 527.14%	1,317 $0
Q2 2021 Jul 14, 2021	BUY	$111.22 - $117.06 $23,356 - $24,582	210 New	210 $23,000

Others Institutions Holding SMLV

# of Institutions

Shares Held

806K

Call Options Held

Put Options Held

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About SPDR SSGA US SMALL CAP LOW VOL

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Soa Wealth Advisors, Llc. Spdr Ssga Us Small Cap Low Vol Transaction History