AE Wealth Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

AE Wealth Management’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 Q2	$3.31K	Sell	21 -26	-55%	-$3.84K	﹤0.01%	2514
2026 Q1	$6.44K	Sell	47 -16	-25%	-$2.22K	﹤0.01%	2343
2025 Q4	$8.26K	Sell	63 -6	-9%	-$778	﹤0.01%	2162
2025 Q3	$8.95K	Hold	69	–	–	﹤0.01%	2012
2025 Q2	$8.63K	Hold	69	–	–	﹤0.01%	1895
2025 Q1	$8.48K	Hold	69	–	–	﹤0.01%	1874
2024 Q4	$8.81K	Buy	+69	New	+$9.03K	﹤0.01%	1858
2021 Q2	–	Sell	-3,143	Closed	-$350K	–	1670
2021 Q1	$350K	Sell	3,143 -5,575	-64%	-$592K	﹤0.01%	1196
2020 Q4	$834K	Buy	+8,718	New	+$757K	0.01%	774
2020 Q3	–	Sell	-5,920	Closed	-$452K	–	1369
2020 Q2	$452K	Buy	+5,920	New	+$426K	0.01%	912
2020 Q1	–	Sell	-4,239	Closed	-$424K	–	1266
2019 Q4	$424K	Buy	4,239 +200	+5%	+$19.5K	0.01%	787
2019 Q3	$384K	Buy	4,039 +1,031	+34%	+$96.6K	0.01%	690
2019 Q2	$280K	Buy	+3,008	New	+$278K	0.01%	779

Other funds holding SMLV

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's SMLV Position: Q2 2026 in Review

AE Wealth Management reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 55% in Q2 2026, selling an estimated $3.84K and leaving 21 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

AE Wealth Management first reported a position in SMLV in Q2 2019 and has held it in 13 quarters since. The position peaked at $834K in Q4 2020. 100 funds tracked by Wall St. Rank hold SMLV as of Q2 2026.

AE Wealth Management held 21 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $3.31K as of Q2 2026.
AE Wealth Management sold 26 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2026, an estimated $3.84K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2514 holding.
AE Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2019 and has held it in 13 quarters since.
AE Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $834K in Q4 2020.
100 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.