Advisornet Financial’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Advisornet Financial’s Portfolio SMLV Stock Details SMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$328K	Buy	2,395 +2,007	+517%	+$278K	0.02%	494
2025 Q4	$50.9K	Buy	388 +3	+0.8%	+$389	﹤0.01%	1051
2025 Q3	$50K	Buy	385 +2	+0.5%	+$258	﹤0.01%	1028
2025 Q2	$47.9K	Buy	383 +3	+0.8%	+$363	﹤0.01%	1005
2025 Q1	$46.7K	Buy	380 +2	+0.5%	+$257	﹤0.01%	964
2024 Q4	$48.2K	Buy	378 +4	+1%	+$524	﹤0.01%	895
2024 Q3	$46.5K	Buy	374 +2	+0.5%	+$242	﹤0.01%	926
2024 Q2	$40.9K	Buy	372 +3	+0.8%	+$326	﹤0.01%	881
2024 Q1	$41.3K	Buy	369 +2	+0.5%	+$218	﹤0.01%	864
2023 Q4	$41.3K	Sell	367 -62,513	-99%	-$6.37M	﹤0.01%	861
2023 Q3	$6.22M	Buy	62,880 +1,950	+3%	+$204K	0.56%	38
2023 Q2	$6.29M	Buy	60,930 +2,608	+4%	+$265K	0.54%	36
2023 Q1	$6.13M	Buy	58,322 +2,017	+4%	+$222K	0.56%	40
2022 Q4	$6.06M	Buy	56,305 +1,350	+2%	+$146K	0.6%	40
2022 Q3	$5.43M	Buy	54,955 +836	+2%	+$90K	0.54%	44
2022 Q2	$5.64M	Sell	54,119 -358	-0.7%	-$38.7K	0.55%	39
2022 Q1	$6.22M	Buy	54,477 +1,194	+2%	+$137K	0.39%	53
2021 Q4	$6.37M	Buy	53,283 +235	+0.4%	+$27.6K	0.39%	58
2021 Q3	$5.95M	Buy	53,048 +305	+0.6%	+$34.4K	0.41%	55
2021 Q2	$5.94M	Buy	52,743 +536	+1%	+$61.3K	0.39%	58
2021 Q1	$5.82M	Sell	52,207 -20,755	-28%	-$2.2M	0.41%	55
2020 Q4	$6.98M	Buy	72,962 +1,204	+2%	+$105K	0.56%	33
2020 Q3	$5.44M	Buy	71,758 +3,465	+5%	+$269K	0.47%	42
2020 Q2	$5.21M	Sell	68,293 -5,509	-7%	-$397K	0.42%	50
2020 Q1	$4.88M	Buy	73,802 +19,840	+37%	+$1.77M	0.45%	53
2019 Q4	$5.4M	Buy	53,962 +7,099	+15%	+$694K	0.46%	47
2019 Q3	$4.46M	Buy	46,863 +46,809	+86,683%	+$4.38M	0.41%	56
2019 Q2	$5K	Hold	54	–	–	﹤0.01%	1402
2019 Q1	$5K	Hold	54	–	–	﹤0.01%	1329
2018 Q4	$4K	Hold	54	–	–	﹤0.01%	1279
2018 Q3	$5K	Sell	54 -66	-55%	-$6.45K	﹤0.01%	1288
2018 Q2	$11K	Buy	+120	New	+$11.1K	﹤0.01%	1124

Other funds holding SMLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisornet Financial's SMLV Position: Q1 2026 in Review

Advisornet Financial increased its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 517% in Q1 2026, buying an estimated $278K and bringing the position to 2,395 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #494.

Advisornet Financial first reported a position in SMLV in Q2 2018 and has held it in 32 quarters since. The position peaked at $6.98M in Q4 2020. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

Advisornet Financial held 2,395 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $328K as of Q1 2026.
Advisornet Financial bought 2,007 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $278K.
State Street SPDR US Small Cap Low Volatility Index ETF made up 0.02% of Advisornet Financial's portfolio in Q1 2026, its #494 holding.
Advisornet Financial first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2018 and has held it in 32 quarters since.
Advisornet Financial's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $6.98M in Q4 2020.
94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.