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

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Western Wealth Management, LLC holds 2,015 shares of SMLV stock, worth $257,375. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,015

Previous 2,015 -0.0%

Holding current value

$257,375

Previous $252,000 3.57%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$110.2 - $126.21 $110 - $126	1 Added 0.05%	2,015 $252,000
Q1 2025 Apr 23, 2025	BUY	$122.03 - $134.83 $5,979 - $6,606	49 Added 2.49%	2,014 $247,000
Q4 2024 Apr 15, 2025	BUY	$120.76 - $140.58 $237,293 - $276,239	1,965 New	1,965 $250,000
Q3 2024 Nov 12, 2024	BUY	$108.3 - $128.14 $201,979 - $238,981	1,865 New	1,865 $231,000
Q1 2022 May 10, 2022	BUY	$110.83 - $120.8 $335,814 - $366,024	3,030 New	3,030 $346,000

Q4 2021 Feb 14, 2022	SELL	$112.84 - $121.42 $212,477 - $228,633	-1,883 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$111.22 - $117.06 $13,902 - $14,632	-125 Reduced 6.23%	1,883 $212,000
Q1 2021 May 14, 2021	BUY	$94.11 - $116.98 $188,972 - $234,895	2,008 New	2,008 $224,000

Others Institutions Holding SMLV

# of Institutions

Shares Held

880K

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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Account

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