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

Soa Wealth Advisors, Llc.

$944 Million
Q4 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 70 shares of SMLV stock, worth $8,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 672 89.58%

Holding current value

$8,941

Previous $87,000 90.8%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$124.47 - $130.07 $74,930 - $78,302	-602 Reduced 89.58%	70 $8,000
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

100

Shares Held

933K

Call Options Held

Put Options Held

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About SPDR SSGA US SMALL CAP LOW VOL

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