Steward Partners Investment Advisory, LLC
Position in SMLV — State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
CIK 1723397
STAMFORD, CT
All Filings in SMLV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMLV | $99,383 | 725 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 SMLV | $95,069 | 725 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 SMLV | $96,007 | 740 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 SMLV | $90,079 | 720 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 SMLV | $88,466 | 720 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 SMLV | $85,512 | 670 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 SMLV | $33,539 | 270 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SMLV | $29,705 | 270 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 SMLV | $30,250 | 270 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SMLV | $30,380 | 270 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 SMLV | $26,703 | 270 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 SMLV | $27,888 | 270 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 SMLV | $28,385 | 270 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 SMLV | $31,756 | 295 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 SMLV | $25,178 | 255 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 SMLV | $29,722 | 285 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 SMLV | $32,535 | 285 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 SMLV | $31,664 | 265 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 SMLV | $29,730 | 265 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 SMLV | $29,836 | 265 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 SMLV | $29,526 | 265 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 SMLV | $26,796 | 280 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 SMLV | $9,471 | 125 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 SMLV | $9,541 | 125 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 SMLV | $8,261 | 125 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||