Steward Partners Investment Advisory, LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 270 shares of SMLV stock, worth $36,544. This represents 0.0% of its overall portfolio holdings.

Number of Shares

270

Previous 270 -0.0%

Holding current value

$36,544

Previous $29,000 13.79%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$101.27 - $116.11 $2,531 - $2,902	-25 Reduced 8.47%	270 $28,000
Q4 2022 Feb 15, 2023	BUY	$99.86 - $114.25 $3,994 - $4,570	40 Added 15.69%	295 $31,000
Q3 2022 Nov 10, 2022	SELL	$98.74 - $116.0 $2,962 - $3,480	-30 Reduced 10.53%	255 $25,000
Q1 2022 May 02, 2022	BUY	$110.83 - $120.8 $2,216 - $2,416	20 Added 7.55%	285 $33,000
Q1 2021 May 14, 2021	SELL	$94.11 - $116.98 $1,411 - $1,754	-15 Reduced 5.36%	265 $0
Q4 2020 Feb 11, 2021	BUY	$76.38 - $96.63 $11,838 - $14,977	155 Added 124.0%	280 $27,000
Q1 2020 Apr 29, 2020	BUY	$57.86 - $101.27 $7,232 - $12,658	125 New	125 $8,000

Others Institutions Holding SMLV

# of Institutions

Shares Held

779K

Call Options Held

Put Options Held

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About SPDR SSGA US SMALL CAP LOW VOL

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Steward Partners Investment Advisory, LLC Spdr Ssga Us Small Cap Low Vol Transaction History