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 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

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

AE Wealth Management's SMLV Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 25% in Q1 2026, selling an estimated $2.22K and leaving 47 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

AE Wealth Management first reported a position in SMLV in Q2 2019 and has held it in 12 quarters since. The position peaked at $834K in Q4 2020. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

AE Wealth Management held 47 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $6.44K as of Q1 2026.
AE Wealth Management sold 16 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $2.22K.
State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2343 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 12 quarters since.
AE Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $834K 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 AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.